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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
MFG
401
Merit Financial Group
Georgia
$260K +$263K +2,406 New
YCM
402
Yousif Capital Management
Michigan
$259K -$4.26K -39 -2%
WorldQuant Millennium Advisors
403
WorldQuant Millennium Advisors
New York
$258K -$5.02K -46 -2%
KCP
404
Kera Capital Partners
California
$252K +$254K +2,329 New
Walleye Trading
405
Walleye Trading
New York
$244K +$247K +2,261 New
VCA
406
Verdence Capital Advisors
Maryland
$244K -$13.9K -127 -5%
PA
407
Parallel Advisors
California
$242K +$44.8K +410 +22%
NFP
408
Narus Financial Partners
Utah
$238K +$241K +2,203 New
FFM
409
Forum Financial Management
Illinois
$238K +$240K +2,198 New
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$236K +$123K +1,128 +107%
WSFS
411
Wilmington Savings Fund Society
Delaware
$236K +$163K +1,490 +215%
EW
412
Evoke Wealth
California
$228K +$231K +2,114 New
AFG
413
Atomi Financial Group
New York
$224K +$226K +2,071 New
AFCM
414
Applied Finance Capital Management
Puerto Rico
$224K +$226K +2,070 New
IPW
415
Impact Partnership Wealth
Georgia
$212K -$39.5K -362 -16%
I
416
InceptionR
California
$211K +$213K +1,952 New
FT
417
Fiduciary Trust
Massachusetts
$210K +$212K +1,943 New
PS
418
Principal Securities
Iowa
$210K +$14.1K +129 +7%
Jones Financial Companies
419
Jones Financial Companies
Missouri
$203K +$154K +1,408 +298%
CP
420
Covenant Partners
Tennessee
$202K +$204K +1,870 New
NL
421
NKCFO LLC
Illinois
$200K
HI
422
Harbour Investments
Wisconsin
$195K -$11.1K -102 -5%
DZ Bank
423
DZ Bank
Germany
$190K -$3.72M -34,114 -95%
CAS
424
Coppell Advisory Solutions
Texas
$173K +$112K +1,027 +180%
MIM
425
MetLife Investment Management
New Jersey
$164K -$1.42K -13 -0.8%

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.