We are live on ! Find out more
ALSN icon

Allison Transmission

309 hedge funds and large institutions have $4.78B invested in Allison Transmission in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 76 increasing their positions, 128 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $5.89M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 46

22% more capital invested

Capital invested by funds: $3.9B → $4.78B (+$877M)

4% more funds holding

Funds holding: 298309 (+11)

0.31% less ownership

Funds ownership: 98.65%98.34% (-0.31%)

41% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 128

Holders
309
Holders Change
+11
Holders Change %
+3.69%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
58
Increased
76
Reduced
128
Closed
46
Calls
$10.3M
Puts
$5.89M
Net Calls
+$4.38M
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Aperio Group
California
$2.13M +$87K +2,163 +5%
Citigroup
127
Citigroup
New York
$2.07M -$3.28M -81,643 -63%
ECM
128
ExodusPoint Capital Management
New York
$2.06M +$1.35M +33,499 +235%
ACI
129
AMP Capital Investors
Australia
$1.99M +$696K +17,320 +60%
BCI
130
Brinker Capital Investments
Pennsylvania
$1.9M -$1.61M -39,969 -48%
OAM
131
Optimal Asset Management
California
$1.84M +$40 +1 +0%
MPAM
132
Murphy Pohlad Asset Management
Minnesota
$1.81M -$133K -3,300 -7%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$1.79M +$4.02K +100 +0.2%
FL
134
Fort LP
Maryland
$1.77M +$411K +10,227 +33%
T. Rowe Price Associates
135
T. Rowe Price Associates
Maryland
$1.74M +$30.7K +763 +2%
Sumitomo Mitsui Trust Group
136
Sumitomo Mitsui Trust Group
Japan
$1.71M -$277K -6,900 -15%
Principal Financial Group
137
Principal Financial Group
Iowa
$1.57M -$106K -2,632 -7%
Ameriprise
138
Ameriprise
Minnesota
$1.55M +$1.44M +35,902 New
BA
139
Bridgewater Associates
Connecticut
$1.54M -$414K -10,307 -22%
Franklin Resources
140
Franklin Resources
California
$1.52M +$81K +2,015 +6%
HWM
141
Hohimer Wealth Management
Washington
$1.51M +$20.8K +517 +2%
OAM
142
Oppenheimer Asset Management
New York
$1.46M -$31.8K -790 -2%
LPL Financial
143
LPL Financial
California
$1.45M +$150K +3,720 +12%
Squarepoint
144
Squarepoint
New York
$1.42M -$87.9K -2,186 -6%
ASRS
145
Arizona State Retirement System
Arizona
$1.42M -$53.1K -1,321 -4%
SCI
146
Stableford Capital II
Arizona
$1.4M -$6.27K -156 -0.5%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$1.32M +$186K +4,619 +18%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$1.26M -$2.46M -61,153 -68%
Axa
149
Axa
France
$1.24M +$1.15M +28,700 New
Osaic Holdings
150
Osaic Holdings
Arizona
$1.2M +$20.3K +504 +2%

ALSN Hedge Fund Activity: Q4 2020 in Review

309 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2020, worth a combined $4.78B — up 22% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new ALSN positions and 46 closed out — a net gain of 12 holders — while 76 added to existing stakes and 128 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $258M. The largest seller was AJO LP, cutting an estimated $75M.

  • 309 institutional investors held Allison Transmission (ALSN) as of Q4 2020, up from 298 in Q3 2020.
  • Funds reported $4.78B of Allison Transmission stock for Q4 2020, up 22% quarter-over-quarter.
  • 58 funds opened new Allison Transmission positions in Q4 2020 and 46 closed out, a net change of +12 holders.
  • The largest Allison Transmission buyer in Q4 2020 was Boston Partners, an estimated $258M added.
  • The largest Allison Transmission seller in Q4 2020 was AJO LP, an estimated $75M sold.

Based on aggregated 13F filings for Q4 2020.