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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
BLC
476
Brown, Lisle/Cummings
Rhode Island
$23.8K
CIAS
477
CBIZ Investment Advisory Services
Ohio
$23.3K +$6.66K +61 +39%
TWD
478
True Wealth Design
Ohio
$22.6K -$3.93K -36 -15%
CTC
479
Central Trust Company
Missouri
$21.6K
RFS
480
Richardson Financial Services
Massachusetts
$20.6K +$2.18K +20 +12%
SS
481
SBI Securities
Japan
$20.4K +$20.6K +189 New
EWA
482
EverSource Wealth Advisors
Alabama
$19.5K +$7.64K +70 +64%
EBA
483
Eagle Bay Advisors
New York
$19.3K
MG
484
Mather Group
Illinois
$18.7K +$2.62K +24 +16%
BIG
485
Brooklyn Investment Group
New York
$17.7K
MHR
486
Matthew Hamilton Rosenberg
$15.8K
WA
487
Whipplewood Advisors
Colorado
$15.3K +$15.5K +142 New
BAM
488
Byrne Asset Management
New Jersey
$14.6K -$1.2K -11 -8%
Q1WB
489
Quest 10 Wealth Builders
Virginia
$14.4K +$14.5K +133 New
BC
490
Bayforest Capital
United Kingdom
$14K +$14.2K +130 New
CA
491
Centerpoint Advisors
Massachusetts
$14K -$3.49K -32 -19%
RWS
492
Retirement Wealth Solutions
Wisconsin
$13.4K +$13.4K +123 New
CA
493
Clearstead Advisors
Ohio
$13.3K +$13.4K +123 New
N
494
Natixis
France
$13.2K +$11K +101 +481%
SPIA
495
Steward Partners Investment Advisory
New York
$12.6K +$1.75K +16 +16%
MPWT
496
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$4.48K +41 +61%
KIG
497
Kessler Investment Group
Indiana
$11.5K
WIM
498
Westside Investment Management
California
$10.8K
JWA
499
JFS Wealth Advisors
Pennsylvania
$9.19K +$109 +1 +1%
CT
500
Colonial Trust
South Carolina
$9.04K +$5.02K +46 +121%

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.