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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$63.9M -$8.47M -77,548 -12%
CCM
27
Copeland Capital Management
Pennsylvania
$63.6M -$5.2M -47,590 -7%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$63.5M +$21.1M +193,527 +49%
PCM
29
Polaris Capital Management
Massachusetts
$59.2M -$5.31M -48,600 -8%
WA
30
Wasatch Advisors
Utah
$58.3M -$19.2M -175,476 -25%
Northern Trust
31
Northern Trust
Illinois
$57.4M -$3.63M -33,291 -6%
Jennison Associates
32
Jennison Associates
New York
$54.7M -$3.97M -36,318 -7%
DCM
33
Driehaus Capital Management
Illinois
$54.6M +$2.71M +24,811 +5%
NW
34
NewEdge Wealth
Pennsylvania
$51.7M +$5.68M +51,976 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$48M +$47.6M +435,587 +4,877%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$47.2M -$18.7M -170,844 -28%
PC
37
Prevatt Capital
Bahamas
$42.7M +$4.91M +45,000 +13%
Harris Associates
38
Harris Associates
Illinois
$42.1M -$2.98M -27,265 -7%
Raymond James Financial
39
Raymond James Financial
Florida
$41.1M +$41.5M +380,171 New
CSIC
40
Clifford Swan Investment Counsel
California
$38.9M -$2.1M -19,240 -5%
JP Morgan Chase
41
JP Morgan Chase
New York
$38.4M -$1.28M -11,741 -3%
PAM
42
Panagora Asset Management
Massachusetts
$37.6M -$445K -4,075 -1%
BC
43
Burney Company
Virginia
$37.1M -$1.55M -14,173 -4%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$37.1M -$6.57M -60,127 -15%
First Trust Advisors
45
First Trust Advisors
Illinois
$35.7M -$13.3M -121,578 -27%
NPF
46
Norris Perne & French
Michigan
$33.3M -$924K -8,460 -3%
Citadel Advisors
47
Citadel Advisors
Florida
$33M +$2.14M +19,569 +7%
UBS AM
48
UBS AM
Illinois
$32.9M +$3.11M +28,490 +10%
Lazard Asset Management
49
Lazard Asset Management
New York
$32.6M +$12.9M +117,962 +64%
Victory Capital Management
50
Victory Capital Management
Texas
$32.1M +$5.67M +51,965 +21%

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.