Allegion plc (ALLE): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Allegion plc (ALLE) following the 2026 Q1 hedge fund 13F filings?

As of today, ALLE has moved +11.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +6.1%. Since the quarter end (March 31, 2026), ALLE gained -3.8% vs +11.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Allegion plc (ALLE)

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

Smart Money Signals — ALLE

Based on 760 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their ALLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

760 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.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+80 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

362 buying384 selling

Last quarter: 384 funds reduced or exited vs 362 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-32 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 104 → 131 → 125 → 93. 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.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new

443 out of 760 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.

➡️

Steady discovery — ~93 new funds/quarter

109 → 104 → 131 → 125 → 93 new funds/Q

New funds entering each quarter: 104 → 131 → 125 → 93. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new

Entry-cohort mix of 768 holders: 489 (64%) are 2+ year veterans, 88 entered 1–2 years ago, and 191 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

62 of 759 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	753	789	-4.56%
13F Shares	83M	82M	0.9%
Total Value	$11.46B	$13.01B	-11.89%
New Positions	91	125	-34
Increased Positions	265	272	-7
Closed Positions	127	77	+50
Reduced Positions	260	260	-
Total Calls	4	3	33.33%
Total Puts	4	2	100.0%
PUT/CALL Ratio	1.0	0.67	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

753

789

-4.56%

13F Shares

83M

82M

0.9%

Total Value

$11.46B

$13.01B

-11.89%

New Positions

125

-34

Increased Positions

265

272

-7

Closed Positions

127

+50

Reduced Positions

260

Total Calls

33.33%

Total Puts

100.0%

PUT/CALL Ratio

1.0

0.67

Neutral

Institutional Holders (2026 Q1)

753 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ALLE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	C Partners Holding GmbH	16.15%	352,279	$51.2M
2	Rit Capital Partners plc	5.82%	150,000	$21.8M
3	Regents Gate Capital LLP	5.13%	165,622	$24.1M
4	FIFTHDELTA Ltd	5.05%	251,719	$36.6M
5	Hawk Ridge Capital Management LP	4.24%	802,807	$116.6M
6	Sone Capital Management, LLC	3.25%	266,044	$38.7M
7	Regency Capital Management Inc.\DE	2.76%	42,489	$6.2M
8	Sierra Legacy Group	2.52%	22,759	$3.3M
9	Foyston, Gordon & Payne Inc	2.31%	68,960	$10.0M
10	BTS Asset Management, Inc.	1.97%	3,520	$511K
11	Fiduciary Management Inc /Wi/	1.86%	1,033,019	$150.1M
12	Banque de Luxembourg S.A.	1.60%	21,347	$3.1M
13	Triodos Investment Management BV	1.59%	145,000	$21.1M
14	Kayne Anderson Rudnick Investment Management LLC	1.55%	3,635,268	$528.2M
15	Ninety One North America, Inc.	1.37%	210,506	$30.6M
16	Fusion Capital, LLC	1.20%	30,676	$4.5M
17	Schwerin Boyle Capital Management Inc	1.18%	64,123	$9.3M
18	Cooke & Bieler LP	1.03%	629,820	$91.5M
19	BLVD Private Wealth, LLC	0.96%	7,596	$1.1M
20	West Michigan Advisors, LLC	0.84%	26,428	$3.8M
21	Beck Bode, LLC	0.82%	33,553	$4.9M
22	Jlb & Associates Inc	0.81%	38,958	$5.7M
23	Distillate Capital Partners LLC	0.79%	103,481	$15.0M
24	Stansberry Asset Management, LLC	0.74%	49,797	$7.2M
25	Snyder Capital Management L P	0.71%	252,865	$36.7M

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALLE?

More sellers than buyers — 49% buying: Last quarter: 384 funds reduced or exited vs 362 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ALLE holders?

Strong quality — 39% AUM from major funds: 62 of 759 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALLE?

58% of holders stayed for 2+ years: 443 out of 760 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.

Is it too late to buy Allegion plc (ALLE) following the 2026 Q1 hedge fund 13F filings?

As of today, ALLE has moved +11.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of +6.1%. Since the quarter end (March 31, 2026), ALLE has gained -3.8% vs +11.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Allegion plc (ALLE)

Smart Money Signals — ALLE

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +12% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-32 vs last Q)

58% of holders stayed for 2+ years

Steady discovery — ~93 new funds/quarter

Veteran-anchored — 64% veterans vs 25% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — ALLE

Hedge Fund Ownership: ALLE

Market Analysis: ALLE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ALLE

Is It Too Late to Buy Allegion plc (ALLE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ALLE

Statistics: ALLE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Allegion plc (ALLE)

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