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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$3.87M -$4.48K -41 -0.1%
LS
152
Livforsakringsbolaget Skandia
Sweden
$3.81M
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$3.67M -$88.3K -809 -2%
EGI
154
EAM Global Investors
California
$3.65M +$3.69M +33,762 New
American Century Companies
155
American Century Companies
Missouri
$3.63M -$339K -3,103 -8%
KPPF
156
Klein Pavlis & Peasley Financial
California
$3.59M -$70.9K -649 -2%
AIM
157
AMI Investment Management
Indiana
$3.41M -$262K -2,397 -7%
PFSRSONJ
158
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.37M +$3.4M +31,165 New
TAM
159
Tealwood Asset Management
Minnesota
$3.32M -$15.9K -146 -0.5%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$3.25M -$191K -1,752 -5%
GC
161
Globeflex Capital
California
$3.15M
USCWA
162
U.S. Capital Wealth Advisors
Texas
$3M +$3.03M +27,796 New
LTAS
163
Linden Thomas Advisory Services
North Carolina
$3M +$25.3K +232 +0.8%
Stifel Financial
164
Stifel Financial
Missouri
$2.98M +$210K +1,920 +7%
JIC
165
Johnson Investment Counsel
Ohio
$2.96M +$437 +4 +0%
Manulife (Manufacturers Life Insurance)
166
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.94M -$95.6K -876 -3%
KTA
167
Keeley-Teton Advisors
Illinois
$2.92M -$859K -7,866 -23%
MPM
168
Meritage Portfolio Management
Kansas
$2.84M +$234K +2,139 +9%
DA
169
Denali Advisors
California
$2.83M +$2.86M +26,168 New
AIMCA
170
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.81M -$2.05M -18,800 -42%
KCM
171
Kennedy Capital Management
Missouri
$2.79M +$2.82M +25,787 New
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$2.79M +$379K +3,472 +16%
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$2.78M -$94.7K -867 -3%
Focus Partners Wealth
174
Focus Partners Wealth
Massachusetts
$2.77M +$29.4K +269 +1%
KK
175
KLP Kapitalforvaltning
Norway
$2.77M +$2.8M +25,600 New

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.