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Allison Transmission

487 hedge funds and large institutions have $8.08B invested in Allison Transmission in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $4.9M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

27% more capital invested

Capital invested by funds: $6.38B → $8.08B (+$1.7B)

8% more funds holding

Funds holding: 451487 (+36)

0.33% more ownership

Funds ownership: 96.08%96.41% (+0.33%)

9% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 174

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
487
Holders Change
+36
Holders Change %
+7.98%
% of All Funds
6.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
79
Increased
159
Reduced
174
Closed
40
Calls
$18.3M
Puts
$4.9M
Net Calls
+$13.4M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
351
Hennion & Walsh Asset Management
New Jersey
$303K +$4.89K +57 +2%
Walleye Capital
352
Walleye Capital
New York
$300K -$4.33M -50,550 -94%
Bessemer Group
353
Bessemer Group
New Jersey
$293K
SIG
354
Sargent Investment Group
Maryland
$293K
BPA
355
Beacon Pointe Advisors
California
$291K -$26.2K -305 -9%
CG
356
Caprock Group
Idaho
$290K +$258K +3,014 New
HH
357
Hilltop Holdings
Texas
$288K +$257K +2,997 New
CIA
358
Concurrent Investment Advisors
Florida
$281K +$251K +2,922 New
PCS
359
Personal CFO Solutions
New Jersey
$276K -$12.1K -141 -5%
KI
360
Kapitalo Investimentos
Brazil
$274K +$245K +2,852 New
Pathstone Holdings
361
Pathstone Holdings
New Jersey
$274K +$16.3K +190 +7%
CFS
362
Commonwealth Financial Services
West Virginia
$273K
HighTower Advisors
363
HighTower Advisors
Illinois
$270K +$241K +2,805 New
PCA
364
Pallas Capital Advisors
Massachusetts
$261K +$226K +2,631 New
OIA
365
OneDigital Investment Advisors
Kansas
$261K +$5.23K +61 +2%
CAM
366
Claret Asset Management
Quebec, Canada
$254K +$227K +2,647 New
WCM Investment Management
367
WCM Investment Management
California
$253K +$225K +2,621 New
KFS
368
Kaizen Financial Strategies
California
$250K
AWA
369
Aaron Wealth Advisors
Illinois
$249K +$222K +2,591 New
AC
370
Aristides Capital
Kentucky
$246K +$219K +2,556 New
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$244K +$218K +2,542 New
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$243K +$217K +2,530 New
HTI
373
Hikari Tsushin Inc
Japan
$240K
WCM
374
Weik Capital Management
Pennsylvania
$240K +$214K +2,500 New
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$240K -$12.7K -148 -6%

ALSN Hedge Fund Activity: Q3 2024 in Review

487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2024, worth a combined $8.08B — up 27% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ALSN positions and 40 closed out — a net gain of 39 holders — while 159 added to existing stakes and 174 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Citadel Advisors, cutting an estimated $80.6M.

  • 487 institutional investors held Allison Transmission (ALSN) as of Q3 2024, up from 451 in Q2 2024.
  • Funds reported $8.08B of Allison Transmission stock for Q3 2024, up 27% quarter-over-quarter.
  • 79 funds opened new Allison Transmission positions in Q3 2024 and 40 closed out, a net change of +39 holders.
  • The largest Allison Transmission buyer in Q3 2024 was Fidelity Investments, an estimated $214M added.
  • The largest Allison Transmission seller in Q3 2024 was Citadel Advisors, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2024.