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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
CMF
376
Counterpoint Mutual Funds
California
$311K -$309K -2,827 -50%
AWA
377
Aaron Wealth Advisors
Illinois
$308K +$28.6K +262 +10%
HH
378
Hilltop Holdings
Texas
$306K -$17.8K -163 -5%
BPA
379
Beacon Pointe Advisors
California
$304K -$22.7K -208 -7%
CFS
380
Commonwealth Financial Services
West Virginia
$303K
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$301K +$31.3K +287 +12%
LAM
382
Lingohr Asset Management
Germany
$297K +$300K +2,750 New
FIM
383
Freedom Investment Management
Connecticut
$297K +$300K +2,746 New
TC
384
TownSquare Capital
Utah
$294K -$63.2K -579 -18%
BTI
385
Blue Trust Inc
Georgia
$292K -$18.8K -172 -6%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$289K +$15K +137 +5%
CL
387
CVFG LLC
Indiana
$289K +$292K +2,672 New
PCA
388
Pallas Capital Advisors
Massachusetts
$288K +$4.15K +38 +1%
CAM
389
Claret Asset Management
Quebec, Canada
$288K +$1.97K +18 +0.7%
TSS
390
Two Sigma Securities
New York
$288K +$291K +2,665 New
OIA
391
OneDigital Investment Advisors
Kansas
$285K -$8.63K -79 -3%
KFS
392
Kaizen Financial Strategies
California
$281K
CB
393
Commerce Bank
Missouri
$277K -$574K -5,258 -67%
PAS
394
Park Avenue Securities
New York
$276K +$279K +2,552 New
HTI
395
Hikari Tsushin Inc
Japan
$270K
WCM
396
Weik Capital Management
Pennsylvania
$270K
CFO
397
Callan Family Office
Pennsylvania
$268K +$271K +2,480 New
WCM Investment Management
398
WCM Investment Management
California
$267K -$16.6K -152 -6%
PCS
399
Personal CFO Solutions
New Jersey
$263K -$48.3K -442 -15%
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$262K -$11.5K -105 -4%

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.