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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
GM
451
GeoWealth Management
Illinois
$64.6K +$65.3K +598 New
QCG
452
Quadrant Capital Group
Ohio
$62.8K
Mirae Asset Global Investments
453
Mirae Asset Global Investments
South Korea
$60.8K -$39.6K -363 -39%
WT
454
Whittier Trust
California
$60.7K +$61.4K +562 New
Nomura Asset Management
455
Nomura Asset Management
Japan
$58.4K
MCM
456
MAI Capital Management
Ohio
$57.3K +$57.9K +530 New
PTC
457
Private Trust Company
Ohio
$51.8K +$5.79K +53 +12%
WWM
458
Wolff Wiese Magana
California
$49.7K -$4.37K -40 -8%
SIC
459
SJS Investment Consulting
Ohio
$45.4K +$43.2K +396 +1,650%
C
460
Covestor
United Kingdom
$42K -$59.6K -546 -58%
WA
461
WPG Advisers
Maryland
$39.3K +$39.7K +364 New
Mirae Asset Global ETFs Holdings
462
Mirae Asset Global ETFs Holdings
Hong Kong
$37K -$3.49K -32 -9%
AA
463
Ancora Advisors
Ohio
$35.9K +$7.1K +65 +24%
AF
464
Advisornet Financial
Minnesota
$34.5K -$28.3K -259 -45%
QL
465
Quarry LP
New York
$33.9K -$4.8K -44 -12%
HWM
466
Hemington Wealth Management
Virginia
$32K +$3.6K +33 +12%
TSMHT
467
Thurston Springer Miller Herd & Titak
Indiana
$31.1K +$31.4K +288 New
VWM
468
Vermillion Wealth Management
Minnesota
$30.6K +$30.9K +283 New
TCOV
469
Trust Company of Vermont
Vermont
$30.3K
KIM
470
Kestra Investment Management
Texas
$29.9K +$30.2K +277 New
SS
471
Sunbelt Securities
Texas
$29.1K
AF
472
Allworth Financial
California
$26K -$11.7K -107 -33%
SA
473
SRH Advisors
Kansas
$25.9K +$26.2K +240 New
HIIFS
474
Harel Insurance Investments & Financial Services
Israel
$25K -$27.7K -254 -52%
T
475
Transce3nd
Texas
$24.7K +$25K +229 New

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.