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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
Franklin Resources
51
Franklin Resources
California
$25M +$6.84M +79,745 +47%
SA
52
Sanctuary Advisors
Indiana
$24M +$8.08M +94,229 +88%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$23.8M +$1.16M +13,585 +6%
N
54
Nuveen
North Carolina
$23.7M -$4.84M -56,505 -19%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$23.7M +$962K +11,218 +5%
Victory Capital Management
56
Victory Capital Management
Texas
$23.6M +$9.76M +113,868 +87%
SW
57
Solidarity Wealth
Utah
$21.5M +$667K +7,781 +4%
Millennium Management
58
Millennium Management
New York
$20.9M +$13.9M +161,941 +294%
WCM
59
Wedge Capital Management
North Carolina
$19.8M -$3.91M -45,561 -18%
Wells Fargo
60
Wells Fargo
California
$19.3M -$287K -3,342 -2%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$18.1M -$850K -9,918 -5%
RJA
62
Raymond James & Associates
Florida
$18M -$24.6K -287 -0.2%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$17.8M -$5.69M -66,400 -26%
IECM
64
Intrinsic Edge Capital Management
Illinois
$17.7M +$15.8M +184,254 New
Lazard Asset Management
65
Lazard Asset Management
New York
$17.6M -$19.2M -224,159 -55%
FGP
66
Foyston, Gordon, & Payne
Ontario, Canada
$17.5M -$999K -11,648 -6%
Swiss National Bank
67
Swiss National Bank
Switzerland
$16.4M -$68.6K -800 -0.5%
DS
68
Dudley & Shanley
Florida
$15.8M
IP
69
Isthmus Partners
Wisconsin
$15.6M -$4.77M -55,590 -25%
Goldman Sachs
70
Goldman Sachs
New York
$15.5M -$1.48M -17,232 -10%
EF
71
Empowered Funds
Pennsylvania
$14.8M -$1.82M -21,191 -12%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$14.8M +$2.26M +26,327 +21%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$13.2M -$840K -9,796 -7%
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$13M -$2.93M -34,134 -20%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$12.3M +$904K +10,541 +9%

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.