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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
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.18K
BCA
277
Berman Capital Advisors
Georgia
$5K
GWS
278
Glassman Wealth Services
Virginia
$5K
HNB
279
Huntington National Bank
Ohio
$5K
FF
280
FourThought Financial
Florida
$5K +$5.31K +132 New
MAM
281
Meeder Asset Management
Ohio
$4K -$1.12M -27,921 -100%
FRA
282
Front Row Advisors
California
$4K -$241 -6 -6%
RPWA
283
Regent Peak Wealth Advisors
Georgia
$4K +$3.58K +89 New
JIR
284
James Investment Research
Ohio
$3K -$4.1K -102 -60%
CFD
285
Creative Financial Designs
Indiana
$3K
IRC
286
Investors Research Corp
Georgia
$3K
SWA
287
Sutton Wealth Advisors
Florida
$2.5K
ABC
288
Associated Banc-Corp
Wisconsin
$2K
HR
289
Howe & Rusling
New York
$2K +$1.69K +42 New
EI
290
Ellevest Inc
New York
$2K +$2.01K +50 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$1K -$6.75K -168 -92%
TWA
292
TCI Wealth Advisors
Arizona
$1K -$523 -13 -37%
BWM
293
BerganKDV Wealth Management
Minnesota
$1K
CAM
294
ClariVest Asset Management
California
$1K
GWM
295
Geneos Wealth Management
Colorado
$1K
VCG
296
Vantage Consulting Group
Virginia
$1K +$563 +14 New
JWM
297
Janiczek Wealth Management
Colorado
$1K +$724 +18 New
BC
298
Bartlett & Co
Ohio
$1K +$804 +20 New
CCA
299
Childress Capital Advisors
Texas
$1K +$804 +20 New
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$1K +$1.33K +33 New

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.