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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
BF
176
BOK Financial
Oklahoma
$2.75M +$2.95K +27 +0.1%
ASRS
177
Arizona State Retirement System
Arizona
$2.73M +$10.9K +100 +0.4%
GCM
178
Graham Capital Management
Connecticut
$2.7M +$2.73M +25,000 New
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$2.67M -$1.09M -9,968 -29%
SC
180
Savant Capital
Illinois
$2.66M +$6.44K +59 +0.2%
CEI
181
Clark Estates Inc
New York
$2.65M -$1.89M -17,323 -41%
JG
182
Jain Global
New York
$2.62M +$2.64M +24,217 New
LCM
183
Legato Capital Management
California
$2.6M
Grantham, Mayo, Van Otterloo & Co (GMO)
184
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.56M -$3.77M -34,554 -59%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$2.53M +$221K +2,022 +9%
DFCM
186
Dark Forest Capital Management
Puerto Rico
$2.53M -$1.08M -9,924 -30%
ABLA
187
Alan B. Lancz & Associates
Ohio
$2.52M -$131K -1,200 -5%
AM
188
AGF Management
Ontario, Canada
$2.4M -$1.34M -12,228 -35%
AIM
189
Access Investment Management
Georgia
$2.37M +$15.3K +140 +0.6%
Assenagon Asset Management
190
Assenagon Asset Management
Luxembourg
$2.35M -$5.57M -51,027 -70%
FP
191
Factorial Partners
New York
$2.32M -$2.22M -20,300 -49%
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$2.29M -$902K -8,258 -28%
PP
193
Prudential plc
United Kingdom
$2.26M +$1.67M +15,283 +272%
RWM
194
Ritholtz Wealth Management
New York
$2.25M +$149K +1,366 +7%
VIM
195
Villanova Investment Management
Pennsylvania
$2.23M +$220K +2,015 +11%
Mitsubishi UFJ Trust & Banking
196
Mitsubishi UFJ Trust & Banking
Japan
$2.21M -$983K -8,999 -31%
SGAM
197
Smith Group Asset Management
Texas
$2.16M +$2.18M +20,000 New
SFS
198
Sowell Financial Services
Arkansas
$2.13M +$2.15M +19,731 New
EC
199
Estate Counselors
Wisconsin
$2.12M
SFM
200
Systematic Financial Management
New Jersey
$2.1M -$14.2K -130 -0.7%

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.