Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLEGION PLC (ALLE)

755 + Investors. Track Smart Money conviction in ALLE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — ALLE

Based on 750 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ALLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
750 hedge funds hold ALLE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+133 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

386 buying319 selling
Last quarter: 386 funds bought or added vs 319 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 106 → 97 → 128 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 19% new
444 out of 750 hedge funds have held ALLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

98 → 106 → 97 → 128 → 118 new funds/Q
New funds entering each quarter: 106 → 97 → 128 → 118. A growing number of institutions are discovering ALLE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Of 755 current holders: 481 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
46 of 750 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ALLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ALLE

How many hedge funds hold ALLE — quarterly history vs. share price
Quarterly hedge fund ownership of ALLE vs. share price

Market Analysis: ALLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALLE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

48 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ALLE
2026 Q1 Stats Unlock in 9 days 755 + Investors

Track Smart Money conviction in ALLE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 755 713 5.89%
13F Shares 81M 80M 0.74%
Total Value $12.82B $14.17B -9.46%
New Positions 118 129 -11
Increased Positions 271 270 +1
Closed Positions 75 74 +1
Reduced Positions 258 215 +43
Total Calls 3 4 -25.0%
Total Puts 2 4 -50.0%
PUT/CALL Ratio 0.67 1.0 Bullish

Statistics: ALLE

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

755 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALLE. Verified SEC 13F-HR filings.

Top 25 institutional holders of ALLE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regents Gate Capital LLP 5.13% 165,622 $24.1M
2 Regency Capital Management Inc.\DE 2.76% 42,489 $6.2M
3 Banque de Luxembourg S.A. 1.60% 21,347 $3.1M
4 Triodos Investment Management BV 1.59% 145,000 $21.1M
5 Ninety One North America, Inc. 1.37% 210,506 $30.6M
6 COOKE & BIELER LP 1.03% 629,820 $91.5M
7 BLVD Private Wealth, LLC 0.96% 7,596 $1.1M
8 WEST MICHIGAN ADVISORS, LLC 0.84% 26,428 $3.8M
9 STONERIDGE INVESTMENT PARTNERS LLC 0.83% 7,936 $1K
10 Beck Bode, LLC 0.82% 33,553 $4.9M
11 JLB & ASSOCIATES INC 0.81% 38,958 $5.7M
12 Lafayette Investments, Inc. 0.69% 23,598 $3.4M
13 Boston Trust Walden Corp 0.68% 566,792 $82.3M
14 Kepler Cheuvreux (Suisse) SA 0.67% 69,370 $10.1M
15 Arbejdsmarkedets Tillaegspension 0.63% 173,860 $25.3M
16 Goodman Advisory Group, LLC 0.60% 15,935 $2.3M
17 IFM Investors Pty Ltd 0.59% 355,233 $71.2M
18 Vontobel Holding Ltd. 0.56% 1,126,509 $163.7M
19 LOUISBOURG INVESTMENTS INC. 0.54% 24,139 $2.9M
20 AZZAD ASSET MANAGEMENT INC /ADV 0.50% 34,106 $5.0M
21 DMC Group, LLC 0.49% 5,010 $728K
22 Quartz Partners, LLC 0.47% 8,374 $1.2M
23 GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 0.43% 1,531 —
24 Minot DeBlois Advisors LLC 0.41% 3,082 $448K
25 DIVERSIFIED MANAGEMENT INC 0.40% 16,091 $2.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALLEGION PLC (ALLE)

What does the Smart Money Trend signal show for ALLE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ALLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALLE?

Slight buying edge — 55% buying: Last quarter: 386 funds bought or added vs 319 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ALLE holders?

Elite ownership — 48% AUM from top-100 funds: 46 of 750 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ALLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ALLE?

59% of holders stayed for 2+ years: 444 out of 750 hedge funds have held ALLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.