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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
UBS Group
51
UBS Group
Switzerland
$32M +$22M +201,303 +213%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$31.6M +$5.07M +46,435 +19%
Fidelity International
53
Fidelity International
Bermuda
$31.4M -$6.6M -60,425 -17%
SEI Investments
54
SEI Investments
Pennsylvania
$27.9M -$2.83M -25,905 -9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$26.3M -$375K -3,437 -1%
Franklin Resources
56
Franklin Resources
California
$26M -$1.06M -9,736 -4%
Wells Fargo
57
Wells Fargo
California
$24.6M +$2.92M +26,755 +13%
SW
58
Solidarity Wealth
Utah
$24.4M +$194K +1,779 +0.8%
N
59
Nuveen
North Carolina
$24.4M -$2.32M -21,239 -9%
SA
60
Sanctuary Advisors
Indiana
$23.5M -$325K -2,979 -1%
Goldman Sachs
61
Goldman Sachs
New York
$22M +$4.63M +42,376 +26%
Millennium Management
62
Millennium Management
New York
$20.2M -$3.26M -29,812 -14%
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$20.1M +$12.3M +112,710 +153%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$19.8M +$3.21M +29,373 +19%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$19.8M -$519K -4,753 -3%
DB
66
Danske Bank
Denmark
$19.8M +$6.72M +61,517 +51%
Swiss National Bank
67
Swiss National Bank
Switzerland
$18.5M +$65.5K +600 +0.4%
DS
68
Dudley & Shanley
Florida
$17.7M
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$17.1M +$3.34M +30,582 +24%
WCM
70
Wedge Capital Management
North Carolina
$16.9M -$5.38M -49,293 -24%
FGP
71
Foyston, Gordon, & Payne
Ontario, Canada
$16.8M -$3M -27,450 -15%
IP
72
Isthmus Partners
Wisconsin
$16.5M -$1.05M -9,599 -6%
AllianceBernstein
73
AllianceBernstein
Tennessee
$15.7M +$10.1M +92,754 +178%
SSA
74
Schonfeld Strategic Advisors
New York
$15.1M +$3.03M +27,776 +25%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$14.2M +$759K +6,950 +6%

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.