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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
CAM
326
Columbia Asset Management
Michigan
$489K +$494K +4,525 New
Principal Financial Group
327
Principal Financial Group
Iowa
$480K -$125K -1,147 -21%
CAM
328
Cresset Asset Management
Illinois
$479K -$2.85M -26,103 -85%
CL
329
Choreo LLC
Illinois
$477K +$56.3K +516 +13%
FC
330
FORA Capital
Florida
$467K +$472K +4,326 New
X
331
Xponance
Pennsylvania
$462K -$26.8K -245 -5%
CCP
332
Clifford Capital Partners
Utah
$461K -$341K -3,126 -42%
NI
333
NDVR Inc
Massachusetts
$461K +$21.5K +197 +5%
IIC
334
Integrated Investment Consultants
Michigan
$450K -$43.9K -402 -9%
PAG
335
Private Advisor Group
New Jersey
$449K +$19.7K +180 +5%
Walleye Capital
336
Walleye Capital
New York
$446K +$110K +1,007 +32%
LFA
337
Legacy Financial Advisors
Kentucky
$444K -$324K -2,968 -42%
AA
338
ALPS Advisors
Colorado
$441K
MOS
339
MGO One Seven
Ohio
$439K +$41.8K +383 +10%
BC
340
Belmont Capital
California
$432K
CIC
341
Cornercap Investment Counsel
Georgia
$427K -$322K -2,951 -43%
EWA
342
EP Wealth Advisors
California
$413K +$34.5K +316 +9%
CIA
343
Concurrent Investment Advisors
Florida
$413K +$98.2K +899 +31%
William Blair Investment Management
344
William Blair Investment Management
Illinois
$405K -$103K -939 -20%
M&T Bank
345
M&T Bank
New York
$402K +$7.21K +66 +2%
II
346
Inspire Investing
Idaho
$400K -$64K -586 -14%
PWS
347
Precision Wealth Strategies
Missouri
$400K -$112K -1,030 -22%
FC
348
Fulcrum Capital
Washington
$389K
FFA
349
Farther Finance Advisors
California
$389K -$182K -1,669 -32%
GLA
350
Great Lakes Advisors
Illinois
$387K -$7.32K -67 -2%

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.