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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
EDRH
426
Edmond de Rothschild Holding
Switzerland
$157K
MA
427
Montag & Associates
Georgia
$156K
GI
428
GAMMA Investing
California
$153K +$41.4K +379 +37%
TWC
429
TD Waterhouse Canada
Ontario, Canada
$152K +$129K +1,186 +549%
PHK
430
Point72 Hong Kong
Hong Kong
$147K +$148K +1,357 New
NAAA
431
New Age Alpha Advisors
New York
$143K +$144K +1,323 New
VWM
432
Venturi Wealth Management
Texas
$131K +$51.1K +468 +63%
VCM
433
Versant Capital Management
Arizona
$116K +$27.4K +251 +30%
IA
434
IFP Advisors
Florida
$116K +$5.46K +50 +5%
FHA
435
First Horizon Advisors
Tennessee
$107K -$11.5K -105 -10%
QC
436
Quent Capital
New York
$96.1K +$109 +1 +0.1%
LSA
437
Leonteq Securities AG
Switzerland
$90K +$91K +833 New
AAP
438
Arax Advisory Partners
Colorado
$87.1K +$4.91K +45 +6%
SAM
439
Smartleaf Asset Management
Massachusetts
$84.8K +$7.64K +70 +10%
GRP
440
Global Retirement Partners
California
$81.3K +$29.6K +271 +56%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$76.8K -$21.2K -194 -21%
CSB
442
City State Bank
Iowa
$75.6K +$76.4K +700 New
WAM
443
Wolverine Asset Management
Illinois
$75.1K +$70.4K +645 +1,290%
LC
444
Lindbrook Capital
California
$74.9K +$3.28K +30 +5%
CIAM
445
Caitong International Asset Management
Hong Kong
$74.3K +$75.1K +688 New
PFBT
446
Parkside Financial Bank & Trust
Missouri
$71.2K -$110K -1,009 -60%
CFGS
447
Concourse Financial Group Securities
Alabama
$70.9K +$21K +192 +48%
S
448
SignatureFD
Georgia
$69.7K +$1.31K +12 +2%
GWM
449
Geneos Wealth Management
Colorado
$65.1K -$5.35K -49 -8%
CF
450
Corebridge Financial
Texas
$64.9K -$5.46K -50 -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.