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Allison Transmission

225 hedge funds and large institutions have $4.95B invested in Allison Transmission in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 68 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $3.56M

50% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 68

3.81% more ownership

Funds ownership: 94.54%98.35% (+3.8%)

6% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 31

0% more funds holding

Funds holding: 224225 (+1)

7% less capital invested

Capital invested by funds: $5.33B → $4.95B (-$378M)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
225
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
6.53%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.32%
New
33
Increased
102
Reduced
68
Closed
31
Calls
$11.8M
Puts
$3.56M
Net Calls
+$8.22M
Net Calls Change
+$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$514M
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$282M +$6.94M +228,642 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$272M +$6.26M +206,088 +2%
BC
4
Brahman Capital
New York
$212M +$54.3M +1,786,900 +32%
MC
5
Maverick Capital
Texas
$206M +$26.3M +866,426 +14%
SFM
6
Systematic Financial Management
New Jersey
$204M +$25M +822,224 +13%
GCM
7
Gates Capital Management
New York
$199M +$19.3M +636,111 +10%
CGI
8
CI Global Investments
California
$184M +$44.9M +1,479,600 +30%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$141M +$6.28M +206,706 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$131M -$5.72M -188,344 -4%
C
11
Consulta
United Kingdom
$111M +$62.2M +2,048,579 +111%
BIT
12
BlackRock Institutional Trust
California
$109M +$1.39M +45,769 +1%
PC
13
PointState Capital
New York
$92.9M -$47.1M -1,550,441 -32%
ClearBridge Investments
14
ClearBridge Investments
New York
$81.7M +$35.4M +1,166,692 +69%
CI Investments Inc
15
CI Investments Inc
Ontario, Canada
$80.3M +$1.75M +57,700 +2%
WRF
16
Waddell & Reed Financial
Kansas
$79.3M -$36M -1,186,398 -30%
NM
17
Naya Management
United Kingdom
$78.3M +$55.8M +1,836,860 +201%
MCM
18
Munder Capital Management
Michigan
$76.1M +$45.1M +1,484,705 +125%
TAM
19
Timucuan Asset Management
Florida
$60.9M +$445K +14,667 +0.7%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$57.9M -$5.85M -192,608 -9%
JP Morgan Chase
21
JP Morgan Chase
New York
$53.4M +$907K +29,859 +2%
ACM
22
Addison Clark Management
Connecticut
$50.6M -$390K -12,853 -0.7%
CCP
23
Clough Capital Partners
Massachusetts
$47.4M -$957K -31,514 -2%
FPP
24
Findlay Park Partners
United Kingdom
$46.7M
State Street
25
State Street
Massachusetts
$45.6M +$6.48M +213,476 +15%

ALSN Hedge Fund Activity: Q3 2014 in Review

225 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2014, worth a combined $4.95B — down 7.1% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ALSN positions and 31 closed out — a net gain of 2 holders — while 102 added to existing stakes and 68 trimmed.

The largest buyer was Consulta, adding an estimated $62.2M. The largest seller was Carlyle Group, exiting entirely with an estimated $83.9M sold.

  • 225 institutional investors held Allison Transmission (ALSN) as of Q3 2014, up from 224 in Q2 2014.
  • Funds reported $4.95B of Allison Transmission stock for Q3 2014, down 7.1% quarter-over-quarter.
  • 33 funds opened new Allison Transmission positions in Q3 2014 and 31 closed out, a net change of +2 holders.
  • The largest Allison Transmission buyer in Q3 2014 was Consulta, an estimated $62.2M added.
  • The largest Allison Transmission seller in Q3 2014 was Carlyle Group, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2014.