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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
DADC
351
D.A. Davidson & Co
Montana
$387K -$6.55K -60 -2%
TPCW
352
TD Private Client Wealth
New York
$382K +$17.1K +157 +5%
CG
353
Caprock Group
Idaho
$382K +$56.7K +519 +17%
State of Tennessee, Department of Treasury
354
State of Tennessee, Department of Treasury
Tennessee
$380K
KBC Group
355
KBC Group
Belgium
$375K +$136K +1,248 +56%
PTC
356
Petrus Trust Company
Texas
$374K +$378K +3,459 New
FSG
357
Financial Strategies Group
Michigan
$373K +$31.3K +287 +9%
DCM
358
DGS Capital Management
New Jersey
$370K +$9.17K +84 +3%
WLG
359
Williamson Legacy Group
Indiana
$362K +$366K +3,352 New
ASN
360
Advisory Services Network
Georgia
$356K -$196K -1,791 -35%
DT
361
Diversified Trust
Tennessee
$350K +$109 +1 +0%
HCA
362
Hyperion Capital Advisors
New York
$348K
AAM
363
Advisors Asset Management
Colorado
$345K +$141K +1,287 +68%
MA
364
MONECO Advisors
Connecticut
$344K -$9.28K -85 -3%
DO
365
denkapparat Operations
Germany
$343K +$347K +3,176 New
SIG
366
Sargent Investment Group
Maryland
$343K +$546 +5 +0.2%
WCA
367
Westover Capital Advisors
Delaware
$342K
AWA
368
Arete Wealth Advisors
Illinois
$337K -$18.5K -169 -5%
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
$333K -$38.4K -352 -10%
Bessemer Group
370
Bessemer Group
New Jersey
$329K
BBA
371
Baader Bank Aktiengesellschaft
Germany
$325K +$328K +3,008 New
MCP
372
Militia Capital Partners
Nevada
$324K +$328K +3,000 New
C
373
Certuity
Florida
$324K +$328K +3,000 New
Pathstone Holdings
374
Pathstone Holdings
New Jersey
$318K +$10.3K +94 +3%
Wolverine Trading
375
Wolverine Trading
Illinois
$318K -$24.2K -222 -7%

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.