Alleghany Corp
Y was delisted on the 18th of October, 2022.
410 hedge funds and large institutions have $7.81B invested in Alleghany Corp in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 145 reducing their positions, and 34 closing their positions.
56% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 34
6% more capital invested
Capital invested by funds: $7.35B → $7.81B (+$454M)
4% more funds holding
Funds holding: 393 → 410 (+17)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 145
45% less call options, than puts
Call options by funds: $22.3M | Put options by funds: $40.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$79.6M |
| 2 |
BlackRock
New York
|
+$52.8M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$31.4M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$28.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$139M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$113M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
-$29.3M |
| 4 |
JP Morgan Chase
New York
|
-$25.2M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$23.6M |
Y Hedge Fund Activity: Q2 2021 in Review
410 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Alleghany Corp (Y) for Q2 2021, worth a combined $7.81B — up 6.2% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new Y positions and 34 closed out — a net gain of 19 holders — while 134 added to existing stakes and 145 trimmed.
The largest buyer was Nuance Investments, adding an estimated $79.6M. The largest seller was Findlay Park Partners, cutting an estimated $139M.
- 410 institutional investors held Alleghany Corp (Y) as of Q2 2021, up from 393 in Q1 2021.
- Funds reported $7.81B of Alleghany Corp stock for Q2 2021, up 6.2% quarter-over-quarter.
- 53 funds opened new Alleghany Corp positions in Q2 2021 and 34 closed out, a net change of +19 holders.
- The largest Alleghany Corp buyer in Q2 2021 was Nuance Investments, an estimated $79.6M added.
- The largest Alleghany Corp seller in Q2 2021 was Findlay Park Partners, an estimated $139M sold.
Based on aggregated 13F filings for Q2 2021.