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Allison Transmission

309 hedge funds and large institutions have $4.78B invested in Allison Transmission in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 76 increasing their positions, 128 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.89M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

22% more capital invested

Capital invested by funds: $3.9B → $4.78B (+$877M)

4% more funds holding

Funds holding: 298309 (+11)

0.31% less ownership

Funds ownership: 98.65%98.34% (-0.31%)

41% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 128

Holders
309
Holders Change
+11
Holders Change %
+3.69%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
58
Increased
76
Reduced
128
Closed
46
Calls
$10.3M
Puts
$5.89M
Net Calls
+$4.38M
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
251
Neo Ivy Capital Management
New York
$35K +$32.2K +800 New
FMT
252
First Mercantile Trust
Tennessee
$32K -$3.3K -82 -10%
KIG
253
Kessler Investment Group
Indiana
$32K
FHA
254
First Horizon Advisors
Tennessee
$31K +$6.59K +164 +29%
PA
255
Parallel Advisors
California
$24K -$8.44K -210 -28%
LC
256
Lindbrook Capital
California
$23K
QCG
257
Quadrant Capital Group
Ohio
$20K -$5.15K -128 -22%
CTC
258
Central Trust Company
Missouri
$20K
FCA
259
FinTrust Capital Advisors
South Carolina
$18K -$4.79K -119 -22%
BFC
260
Bedel Financial Consulting
Indiana
$16K
JCM
261
Jacobi Capital Management
Pennsylvania
$16K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$14K
AF
263
Advisornet Financial
Minnesota
$11K
LWA
264
Lenox Wealth Advisors
New York
$11K +$10.5K +260 New
SFS
265
Sowell Financial Services
Arkansas
$10K -$3.22K -80 -26%
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
IAIM
267
International Assets Investment Management
Florida
$9K +$8.12K +202 New
SFM
268
Systematic Financial Management
New Jersey
$9K +$8.44K +210 New
IWP
269
IAG Wealth Partners
Wisconsin
$7K
IFAM
270
Institutional & Family Asset Management
Colorado
$7K
S
271
SignatureFD
Georgia
$7K +$2.29K +57 +52%
ASN
272
Advisory Services Network
Georgia
$7K +$5.03K +125 +198%
GRP
273
Global Retirement Partners
California
$6K -$2.94K -73 -35%
EARNEST Partners
274
EARNEST Partners
Georgia
$6K
APA
275
American Portfolios Advisors
New York
$5.91K -$3.42K -85 -38%

ALSN Hedge Fund Activity: Q4 2020 in Review

309 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2020, worth a combined $4.78B — up 22% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ALSN positions and 46 closed out — a net gain of 12 holders — while 76 added to existing stakes and 128 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $258M. The largest seller was AJO LP, cutting an estimated $75M.

  • 309 institutional investors held Allison Transmission (ALSN) as of Q4 2020, up from 298 in Q3 2020.
  • Funds reported $4.78B of Allison Transmission stock for Q4 2020, up 22% quarter-over-quarter.
  • 58 funds opened new Allison Transmission positions in Q4 2020 and 46 closed out, a net change of +12 holders.
  • The largest Allison Transmission buyer in Q4 2020 was Boston Partners, an estimated $258M added.
  • The largest Allison Transmission seller in Q4 2020 was AJO LP, an estimated $75M sold.

Based on aggregated 13F filings for Q4 2020.