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Allison Transmission

487 hedge funds and large institutions have $8.08B invested in Allison Transmission in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $4.9M

98% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 40

27% more capital invested

Capital invested by funds: $6.38B → $8.08B (+$1.7B)

8% more funds holding

Funds holding: 451487 (+36)

0.33% more ownership

Funds ownership: 96.08%96.41% (+0.33%)

9% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 174

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
487
Holders Change
+36
Holders Change %
+7.98%
% of All Funds
6.99%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
79
Increased
159
Reduced
174
Closed
40
Calls
$18.3M
Puts
$4.9M
Net Calls
+$13.4M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
451
Steward Partners Investment Advisory
New York
$9.7K -$4.29K -50 -33%
W
452
WealthCollab
Washington
$9.51K
JIP
453
Jaffetilchin Investment Partners
Florida
$9.32K +$8.32K +97 New
WIM
454
Westside Investment Management
California
$8.72K
CHA
455
Carmichael Hill & Associates
Maryland
$8.17K
JWA
456
JFS Wealth Advisors
Pennsylvania
$8.07K +$171 +2 +2%
FFA
457
Frazier Financial Advisors
Ohio
$7.78K +$3.43K +40 +98%
GWP
458
Gen-Wealth Partners
Michigan
$6.49K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$6.44K -$600 -7 -9%
HCP
460
Hexagon Capital Partners
Arkansas
$4.9K
AT
461
Arlington Trust
Alabama
$4.8K
WAM
462
Wolverine Asset Management
Illinois
$4.8K
SWM
463
Spire Wealth Management
Virginia
$4.42K
CAM
464
Creekmur Asset Management
Illinois
$3.94K -$4.12K -48 -54%
AWM
465
Avior Wealth Management
Nebraska
$3.94K +$86 +1 +3%
CT
466
Colonial Trust
South Carolina
$3.62K +$3.26K +38 New
AssetMark Inc
467
AssetMark Inc
California
$3.46K -$1.03K -12 -25%
CAL
468
Capital Analysts LLC
Pennsylvania
$3K
BIA
469
Bell Investment Advisors
California
$2.88K
RTL
470
Red Tortoise LLC
Georgia
$2.59K
SIC
471
SJS Investment Consulting
Ohio
$2.31K
AFWM
472
Abich Financial Wealth Management
Virginia
$2.11K -$1.54K -18 -45%
N
473
Natixis
France
$2.02K -$9K -105 -83%
FGC
474
Financial Gravity Companies
Texas
$2.02K +$1.8K +21 New
AW
475
Avion Wealth
Texas
$2K

ALSN Hedge Fund Activity: Q3 2024 in Review

487 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2024, worth a combined $8.08B — up 27% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new ALSN positions and 40 closed out — a net gain of 39 holders — while 159 added to existing stakes and 174 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Citadel Advisors, cutting an estimated $80.6M.

  • 487 institutional investors held Allison Transmission (ALSN) as of Q3 2024, up from 451 in Q2 2024.
  • Funds reported $8.08B of Allison Transmission stock for Q3 2024, up 27% quarter-over-quarter.
  • 79 funds opened new Allison Transmission positions in Q3 2024 and 40 closed out, a net change of +39 holders.
  • The largest Allison Transmission buyer in Q3 2024 was Fidelity Investments, an estimated $214M added.
  • The largest Allison Transmission seller in Q3 2024 was Citadel Advisors, an estimated $80.6M sold.

Based on aggregated 13F filings for Q3 2024.