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Allison Transmission

540 hedge funds and large institutions have $9.08B invested in Allison Transmission in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 38

104% more call options, than puts

Call options by funds: $13M | Put options by funds: $6.35M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more capital invested

Capital invested by funds: $8.08B → $9.08B (+$1.01B)

11% more funds holding

Funds holding: 487540 (+53)

0.64% more ownership

Funds ownership: 96.41%97.05% (+0.64%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

Holders
540
Holders Change
+53
Holders Change %
+10.88%
% of All Funds
7.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
103
Increased
182
Reduced
196
Closed
38
Calls
$13M
Puts
$6.35M
Net Calls
+$6.6M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
276
Rehmann Capital Advisory Group
Michigan
$762K +$50.2K +460 +7%
FCH
277
Freestone Capital Holdings
Washington
$762K -$91.6K -839 -11%
MWPCG
278
Measured Wealth Private Client Group
New Hampshire
$759K -$36.8K -337 -5%
RC
279
RBF Capital
California
$756K
SSWM
280
Sheets Smith Wealth Management
North Carolina
$754K +$218K +1,996 +40%
Public Employees Retirement Association of Colorado
281
Public Employees Retirement Association of Colorado
Colorado
$749K
WJWM
282
Williams Jones Wealth Management
New York
$744K +$60.1K +550 +9%
Verition Fund Management
283
Verition Fund Management
Connecticut
$740K
MF
284
Magnetar Financial
Illinois
$739K +$747K +6,840 New
CP
285
CenterBook Partners
Connecticut
$722K +$729K +6,681 New
CA
286
CoreCap Advisors
Michigan
$717K +$725K +6,637 New
MWM
287
Mindset Wealth Management
Indiana
$717K +$8.95K +82 +1%
SAI
288
Systematic Alpha Investments
New Jersey
$713K
A
289
AlphaQuest
New York
$712K -$1.15M -10,575 -62%
VIP
290
Vista Investment Partners
Oklahoma
$710K +$6.66K +61 +0.9%
AB
291
Amalgamated Bank
New York
$690K +$11.2K +103 +2%
TRCT
292
Tower Research Capital (TRC)
New York
$682K +$159K +1,456 +30%
IWC
293
Integrated Wealth Concepts
Massachusetts
$675K +$309K +2,831 +83%
CGIM
294
Cannon Global Investment Management
Florida
$659K -$1.05M -9,585 -61%
HIS
295
Harvest Investment Services
Illinois
$650K +$657K +6,018 New
PI
296
PineBridge Investments
New York
$650K +$657K +6,014 New
SAM
297
Shell Asset Management
Netherlands
$647K -$230K -2,102 -26%
Creative Planning
298
Creative Planning
Kansas
$632K +$75.1K +688 +13%
CIG
299
CCM Investment Group
Minnesota
$607K +$613K +5,616 New
TPW
300
Transatlantique Private Wealth
New York
$607K -$75.6K -692 -11%

ALSN Hedge Fund Activity: Q4 2024 in Review

540 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2024, worth a combined $9.08B — up 12% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALSN positions and 38 closed out — a net gain of 65 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $195M. The largest seller was Burgundy Asset Management, cutting an estimated $62.5M.

  • 540 institutional investors held Allison Transmission (ALSN) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $9.08B of Allison Transmission stock for Q4 2024, up 12% quarter-over-quarter.
  • 103 funds opened new Allison Transmission positions in Q4 2024 and 38 closed out, a net change of +65 holders.
  • The largest Allison Transmission buyer in Q4 2024 was Loomis, Sayles & Company, an estimated $195M added.
  • The largest Allison Transmission seller in Q4 2024 was Burgundy Asset Management, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2024.