Allison Transmission
ALSN
173 hedge funds and large institutions have $4.3B invested in Allison Transmission in 2014 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 37 reducing their positions, and 27 closing their positions.
96% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 27
86% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 37
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
18% more funds holding
Funds holding: 147 → 173 (+26)
17% more capital invested
Capital invested by funds: $3.67B → $4.3B (+$623M)
5.44% more ownership
Funds ownership: 72.69% → 78.13% (+5.4%)
1% less call options, than puts
Call options by funds: $395K | Put options by funds: $401K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$137M |
| 2 |
GCM
Gates Capital Management
New York
|
+$125M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$98.6M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$79M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carlyle Group
Washington,
District of Columbia
|
-$416M |
| 2 |
First Manhattan
New York
|
-$27M |
| 3 |
Tiger Global Management
New York
|
-$19.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.7M |
ALSN Hedge Fund Activity: Q1 2014 in Review
173 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q1 2014, worth a combined $4.3B — up 17% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ALSN positions and 27 closed out — a net gain of 26 holders — while 69 added to existing stakes and 37 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $137M. The largest seller was Carlyle Group, cutting an estimated $416M.
- 173 institutional investors held Allison Transmission (ALSN) as of Q1 2014, up from 147 in Q4 2013.
- Funds reported $4.3B of Allison Transmission stock for Q1 2014, up 17% quarter-over-quarter.
- 53 funds opened new Allison Transmission positions in Q1 2014 and 27 closed out, a net change of +26 holders.
- The largest Allison Transmission buyer in Q1 2014 was D.E. Shaw & Co, an estimated $137M added.
- The largest Allison Transmission seller in Q1 2014 was Carlyle Group, an estimated $416M sold.
Based on aggregated 13F filings for Q1 2014.