Allianz SE

ALIZY • OTC

Allianz SE is a publicly traded company on OTC. As of Q3 2025, 21 institutional investors hold shares in this company, with total holdings valued at $12.3M. RHUMBLINE ADVISERS is the largest holder with a position valued at $3.2M.

Overview

Overview of institutional ownership in ALIZY as of Q3 2025

All Institutions

Institutions: 21
Value Held: $12.3M
Shares Held: 293.1K
Avg Position: $585.8K
Median Position: $316.8K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in ALIZY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RHUMBLINE ADVISERS Long Only Manager	Denise Andrea D'Entremont CEO	$3.2M 0.00% of portfolio	0.00% 75.4K shares	Q2 2023 Held for 2y 5m	$124.42B
A Ativo Capital Management LLC Long Only Manager	Ricardo Bekin CEO	$1.8M 2.31% of portfolio	0.00% 44.0K shares	Q3 2023 Held for 2y 2m	$80.0M
GREAT LAKES ADVISORS, LLC Long Only Manager	Thomas Regan Kiley CEO	$1.7M 0.02% of portfolio	0.00% 41.3K shares	Q2 2024 Held for 1y 5m	$11.3B
Sterling Capital Management LLC Long Only Manager	Scott Alan Haenni CEO	$1.3M 0.02% of portfolio	0.00% 31.8K shares	Q3 2024 Held for 1y 2m	$6.7B
GAMMA Investing LLC Long Only Manager	Lorraine Y Fang CEO	$715.0K 0.04% of portfolio	0.00% 17.0K shares	Q4 2023 Held for 1y 11m	$1.8B
R RNC CAPITAL MANAGEMENT LLC RIA/Wealth	Daniel John Genter CEO	$585.1K 0.03% of portfolio	0.00% 13.9K shares	Q3 2023 Held for 2y 2m	$2.2B
G Green Square Asset Management, LLC Institution	-	$448.3K 0.07% of portfolio	0.00% 10.7K shares	Q1 2024 Held for 1y 8m	$618.6M
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$382.5K 0.00% of portfolio	0.00% 9.1K shares	Q4 2022 Held for 2y 11m	$164.83B
ENTERPRISE FINANCIAL SERVICES CORP Institution	Peter F. Benoist CEO	$371.9K 0.19% of portfolio	0.00% 8.9K shares	Q3 2023 Held for 2y 2m	$193.5M
C Canopy Partners, LLC Family Office	Charles Edward Stutenroth Managing Partner	$363.0K 0.13% of portfolio	0.00% 8.7K shares	Q1 2024 Held for 1y 8m	$286.3M

Net Capital Flow

Institutional buying and selling activity for ALIZY in Q3 2025

Traded: −$1.0M
Buyers: 13
Sellers: 8
Total Bought: +$1.1M
Total Sold: −$2.1M
Avg Position: $534.9K

Biggest Buyers

Institution	Net Bought	Current Position
GREAT LAKES ADVISORS, LLC Long Only Manager	+$229.0K +5.5K shares	$1.7M 41.3K shares
HighPoint Advisor Group LLC RIA/Wealth	+$217.5K +5.2K shares	$217.5K 5.2K shares
Diversified Trust Co RIA/Wealth	+$205.4K +4.9K shares	$205.4K 4.9K shares
GAMMA Investing LLC Long Only Manager	+$98.0K +2.3K shares	$715.0K 17.0K shares
C CHICAGO TRUST Co NA Institution	+$71.6K +1.7K shares	$316.8K 7.5K shares
S Salomon & Ludwin, LLC Institution	+$65.2K +1.5K shares	$67.3K 1.6K shares
NBC SECURITIES, INC. RIA/Wealth	+$50.1K +773.0 shares	$50.1K 1.2K shares
R RNC CAPITAL MANAGEMENT LLC RIA/Wealth	+$45.8K +1.1K shares	$585.1K 13.9K shares
FSA Wealth Management LLC RIA/Wealth	+$42.0K +1.0K shares	$42.0K 1.0K shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	+$11.7K +279.0 shares	$11.7K 279.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Sterling Capital Management LLC Long Only Manager	−$836.9K −19.9K shares	$1.3M 31.8K shares
G Green Square Asset Management, LLC Institution	−$812.5K −19.4K shares	$448.3K 10.7K shares
RHUMBLINE ADVISERS Long Only Manager	−$170.6K −4.1K shares	$3.2M 75.4K shares
PNC FINANCIAL SERVICES GROUP, INC. Institution	−$88.8K −2.1K shares	$382.5K 9.1K shares
RIVERBRIDGE PARTNERS LLC Long Only Manager	−$68.5K −1.6K shares	$292.6K 7.0K shares
S Skopos Labs, Inc. RIA/Wealth	−$54.9K −1.4K shares	Sold Off 0 shares
A Ativo Capital Management LLC Long Only Manager	−$41.1K −980.0 shares	$1.8M 44.0K shares
BOYD WATTERSON ASSET MANAGEMENT LLC/OH Long Only Manager	−$9.9K −235.0 shares	$43.0K 1.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ALIZY in Q3 2025

New Positions: 3
New Value: $61.8K
Exited Positions: 2
Exited Value: $54.9K

New Positions

Institution	Position Value
NBC SECURITIES, INC. RIA/Wealth	$50.1K 1.2K shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$11.7K 279.0 shares
Lester Murray Antman dba SimplyRich RIA/Wealth	- - shares

Exited Positions

Institution	Previous Position
S Skopos Labs, Inc. RIA/Wealth	$54.9K 1.4K shares
Lester Murray Antman dba SimplyRich RIA/Wealth	- 15.9K shares

Options Activity

Institutions with the largest Call and Put options positions in ALIZY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ALIZY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Ativo Capital Management LLC Long Only Manager	Ricardo Bekin CEO	2.31% $1.8M	0.00% 44.0K shares	Q3 2023 Held for 2y 2m	$80.0M
ENTERPRISE FINANCIAL SERVICES CORP Institution	Peter F. Benoist CEO	0.19% $371.9K	0.00% 8.9K shares	Q3 2023 Held for 2y 2m	$193.5M
C Canopy Partners, LLC Family Office	Charles Edward Stutenroth Managing Partner	0.13% $363.0K	0.00% 8.7K shares	Q1 2024 Held for 1y 8m	$286.3M
G Green Square Asset Management, LLC Institution	-	0.07% $448.3K	0.00% 10.7K shares	Q1 2024 Held for 1y 8m	$618.6M
C CHICAGO TRUST Co NA Institution	-	0.06% $316.8K	0.00% 7.5K shares	Q3 2024 Held for 1y 2m	$575.1M
GAMMA Investing LLC Long Only Manager	Lorraine Y Fang CEO	0.04% $715.0K	0.00% 17.0K shares	Q4 2023 Held for 1y 11m	$1.8B
P PARADIGM ASSET MANAGEMENT CO LLC Long Only Manager	James Eric Francis CEO	0.04% $109.6K	0.00% 2.6K shares	Q2 2023 Held for 2y 5m	$282.6M
R RNC CAPITAL MANAGEMENT LLC RIA/Wealth	Daniel John Genter CEO	0.03% $585.1K	0.00% 13.9K shares	Q3 2023 Held for 2y 2m	$2.2B
Sterling Capital Management LLC Long Only Manager	Scott Alan Haenni CEO	0.02% $1.3M	0.00% 31.8K shares	Q3 2024 Held for 1y 2m	$6.7B
FSA Wealth Management LLC RIA/Wealth	Simon John Heslop President	0.02% $42.0K	0.00% 1.0K shares	Q3 2025 Held for 2 months	$272.6M