We are live on ! Find out more
ALSN icon

Allison Transmission

117 hedge funds and large institutions have $3B invested in Allison Transmission in 2013 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $421K

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

23% more funds holding

Funds holding: 95117 (+22)

16% more capital invested

Capital invested by funds: $2.59B → $3B (+$406M)

5.43% more ownership

Funds ownership: 60.37%65.81% (+5.4%)

Holders
117
Holders Change
+22
Holders Change %
+23.16%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
31
Increased
55
Reduced
17
Closed
8
Calls
$1.67M
Puts
$421K
Net Calls
+$1.25M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carlyle Group
District of Columbia
$1.59B -$282M -11,902,500 -16%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$190M +$14.9M +628,381 +9%
SCM
3
Scout Capital Management
New York
$138M
VH
4
ValueAct Holdings
California
$116M +$109M +4,625,204 New
First Manhattan
5
First Manhattan
New York
$81.2M +$17.1M +724,235 +29%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$76.9M +$56.3M +2,377,900 +344%
Vanguard Group
7
Vanguard Group
Pennsylvania
$69.9M +$24.7M +1,042,557 +60%
C
8
Consulta
United Kingdom
$61.4M +$14.1M +594,510 +32%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$58.9M +$7.11M +300,620 +15%
TAM
10
Timucuan Asset Management
Florida
$52.6M +$24.9M +1,054,252 +101%
JP Morgan Chase
11
JP Morgan Chase
New York
$52.5M +$207K +8,737 +0.4%
CCP
12
Clough Capital Partners
Massachusetts
$45.8M +$8.32M +351,600 +24%
Victory Capital Management
13
Victory Capital Management
Texas
$44.8M +$42.3M +1,787,900 New
FPP
14
Findlay Park Partners
United Kingdom
$41.1M
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$32.8M +$4.56M +192,865 +17%
Wells Fargo
16
Wells Fargo
California
$31.6M +$16.6M +702,100 +126%
CGI
17
CI Global Investments
California
$29.9M +$28.3M +1,195,000 New
BIT
18
BlackRock Institutional Trust
California
$26.1M +$2.35M +99,178 +11%
RFS
19
Rockefeller Financial Services
New York
$16.1M -$47.3K -2,000 -0.3%
Ameriprise
20
Ameriprise
Minnesota
$15.9M +$15M +633,405 +301,621%
ACM
21
Addison Clark Management
Connecticut
$15.4M +$14.6M +615,000 New
RP
22
Reinhart Partners
Wisconsin
$15.2M +$4.16M +175,842 +41%
SIM
23
SRS Investment Management
New York
$14.9M
Morgan Stanley
24
Morgan Stanley
New York
$14.4M +$2.75M +116,387 +25%
Invesco
25
Invesco
Georgia
$11.7M +$3.43M +144,795 +45%