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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
LWANC
526
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.19K
PMAM
527
Picton Mahoney Asset Management
Ontario, Canada
$1K
CPG
528
Cornerstone Planning Group
New Jersey
$807
WWP
529
WR Wealth Planners
Missouri
$756
HNB
530
Huntington National Bank
Ohio
$648 +$218 +2 +50%
CSWM
531
Cassady Schiller Wealth Management
Ohio
$648 +$655 +6 New
GFPC
532
Global Financial Private Client
Florida
$648 +$655 +6 New
NMG
533
New Millennium Group
Utah
$648 +$655 +6 New
WCM
534
WealthTrak Capital Management
Virginia
$541 +$546 +5 New
NS
535
NBC Securities
Alabama
$503 -$612K -5,602 -100%
BGAI
536
Bruce G. Allen Investments
Colorado
$432 -$1.09K -10 -71%
KBFS
537
Kohmann Bosshard Financial Services
Ohio
$432 +$437 +4 New
PWM
538
Parkworth Wealth Management
California
$324 +$328 +3 New
RIL
539
Rothschild Investment LLC
Illinois
$216
TFM
540
TFC Financial Management
Massachusetts
$109
TSW
541
Thompson Siegel & Walmsley
Virginia
-$25.5M -265,352 Closed
Two Sigma Investments
542
Two Sigma Investments
New York
-$4.99M -51,960 Closed
Squarepoint
543
Squarepoint
New York
-$4.74M -49,318 Closed
SO
544
STRS Ohio
Ohio
-$2.52M -26,235 Closed
SEC
545
Seven Eight Capital
New York
-$2.29M -23,852 Closed
HSBC Holdings
546
HSBC Holdings
United Kingdom
-$2.19M -22,769 Closed
CP
547
Cumberland Partners
Ontario, Canada
-$2.16M -22,500 Closed
RIM
548
Redwood Investment Management
Arizona
-$1.86M -19,254 Closed
ACM
549
Aquatic Capital Management
Illinois
-$980K -10,200 Closed
MHI
550
Miller Howard Investments
New York
-$855K -8,903 Closed

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.