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Allison Transmission

451 hedge funds and large institutions have $6.38B invested in Allison Transmission in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 158 increasing their positions, 179 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $8.3M | Put options by funds: $6.21M

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0.16% more ownership

Funds ownership: 95.92%96.08% (+0.16%)

0% less funds holding

Funds holding: 453451 (-2)

6% less capital invested

Capital invested by funds: $6.78B → $6.38B (-$402M)

12% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 179

Holders
451
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.51%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
51
Increased
158
Reduced
179
Closed
48
Calls
$8.3M
Puts
$6.21M
Net Calls
+$2.09M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Centerpoint Advisors
Massachusetts
$13K -$3.75K -49 -23%
GXJ
402
Global X Japan
Japan
$13K -$7.05K -92 -35%
RFS
403
Richardson Financial Services
Massachusetts
$13K
GWM
404
Geneos Wealth Management
Colorado
$12.5K +$12.6K +165 New
MG
405
Mather Group
Illinois
$12.1K +$5.52K +72 +94%
SPIA
406
Steward Partners Investment Advisory
New York
$11.5K -$82.4K -1,075 -88%
NC
407
NewSquare Capital
Pennsylvania
$11.2K
CIAS
408
CBIZ Investment Advisory Services
Ohio
$11.1K -$9.5K -124 -46%
MHR
409
Matthew Hamilton Rosenberg
$10.9K
BAM
410
Byrne Asset Management
New Jersey
$10.8K
EWA
411
EverSource Wealth Advisors
Alabama
$9.74K +$4.67K +61 +124%
N
412
Natixis
France
$9.56K
RFG
413
RFP Financial Group
Georgia
$8.65K +$6.36K +83 +268%
KIG
414
Kessler Investment Group
Indiana
$8.04K
WIM
415
Westside Investment Management
California
$7.59K
W
416
WealthCollab
Washington
$7.51K
CAM
417
Creekmur Asset Management
Illinois
$6.75K +$6.82K +89 New
CHA
418
Carmichael Hill & Associates
Maryland
$6.45K
JWA
419
JFS Wealth Advisors
Pennsylvania
$6.22K
Jones Financial Companies
420
Jones Financial Companies
Missouri
$6.15K +$4.21K +55 +212%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$5.62K +$843 +11 +17%
DIP
422
DT Investment Partners
Pennsylvania
$5.24K +$5.29K +69 New
GWP
423
Gen-Wealth Partners
Michigan
$4.55K
HCP
424
Hexagon Capital Partners
Arkansas
$3.87K
WAM
425
Wolverine Asset Management
Illinois
$3.79K

ALSN Hedge Fund Activity: Q2 2024 in Review

451 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q2 2024, worth a combined $6.38B — down 5.9% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ALSN positions and 48 closed out — a net gain of 3 holders — while 158 added to existing stakes and 179 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $79.5M. The largest seller was Copeland Capital Management, cutting an estimated $28.5M.

  • 451 institutional investors held Allison Transmission (ALSN) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $6.38B of Allison Transmission stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 51 funds opened new Allison Transmission positions in Q2 2024 and 48 closed out, a net change of +3 holders.
  • The largest Allison Transmission buyer in Q2 2024 was Fidelity Investments, an estimated $79.5M added.
  • The largest Allison Transmission seller in Q2 2024 was Copeland Capital Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2024.