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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
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$8.8M -$244K -2,237 -3%
LFAS
102
Level Four Advisory Services
Texas
$8.7M +$394K +3,605 +5%
GAM
103
Gotham Asset Management
New York
$8.43M +$160K +1,465 +2%
LPL Financial
104
LPL Financial
California
$8.36M +$972K +8,898 +13%
Axa
105
Axa
France
$8.34M -$1.74M -15,908 -17%
Hotchkis & Wiley Capital Management
106
Hotchkis & Wiley Capital Management
California
$8.25M -$24.6M -225,120 -75%
Cerity Partners
107
Cerity Partners
New York
$8.09M -$1.71M -15,666 -16%
CSS
108
Cubist Systematic Strategies
Connecticut
$8M +$8.08M +74,020 New
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$7.89M +$47.8K +438 +0.6%
Man Group
110
Man Group
United Kingdom
$7.7M -$937K -8,579 -11%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$7.66M -$929K -8,507 -11%
AI
112
AdvisorShares Investments
Maryland
$7.53M +$7.04M +64,500 +1,252%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$7.48M
EHC
114
Everett Harris & Co
California
$7.44M -$679K -6,219 -8%
VanEck Associates
115
VanEck Associates
New York
$7.41M -$1.43M -13,138 -16%
Two Sigma Advisers
116
Two Sigma Advisers
New York
$7.35M -$12.8M -117,400 -63%
Ameriprise
117
Ameriprise
Minnesota
$7.1M -$1.11M -10,173 -13%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$6.98M +$557K +5,100 +9%
FM
119
Foster & Motley
Ohio
$6.97M -$420K -3,847 -6%
Barclays
120
Barclays
United Kingdom
$6.69M +$54.9K +503 +0.8%
RR
121
Robotti Robert
$6.46M +$3.28K +30 +0.1%
PPW
122
Parcion Private Wealth
Washington
$6.41M -$237K -2,169 -4%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.24M +$1.64M +14,994 +35%
SIC
124
Salem Investment Counselors
North Carolina
$6.12M -$2.51M -22,999 -29%
Macquarie Group
125
Macquarie Group
Australia
$6M

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.