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Allison Transmission

250 hedge funds and large institutions have $4.35B invested in Allison Transmission in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $5.09M | Put options by funds: $3.45M

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

4% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 91

0% more funds holding

Funds holding: 250250 (0)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.33% less ownership

Funds ownership: 92.97%92.64% (-0.33%)

11% less capital invested

Capital invested by funds: $4.87B → $4.35B (-$520M)

Holders
250
Holders Change
Holders Change %
0%
% of All Funds
6.98%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
36
Increased
95
Reduced
91
Closed
34
Calls
$5.09M
Puts
$3.45M
Net Calls
+$1.64M
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$510M
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M +$5.23M +182,466 +2%
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$271M +$28.6M +997,524 +11%
FCM
4
Farallon Capital Management
California
$188M +$95.8M +3,344,700 +90%
ACM
5
Ashe Capital Management
New Jersey
$181M +$6.93M +241,849 +4%
GCM
6
Gates Capital Management
New York
$154M -$33M -1,153,462 -17%
SFM
7
Systematic Financial Management
New Jersey
$147M -$19.3M -674,507 -11%
CGI
8
CI Global Investments
California
$133M -$43.1M -1,505,000 -23%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$126M +$18.6M +649,616 +16%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$122M +$1.12M +39,050 +0.9%
AIM
11
abrdn Investment Management
United Kingdom
$115M -$13.3M -464,975 -10%
BIT
12
BlackRock Institutional Trust
California
$115M +$1.41M +49,385 +1%
BAM
13
Burgundy Asset Management
Ontario, Canada
$104M +$1.58M +55,113 +1%
Victory Capital Management
14
Victory Capital Management
Texas
$96M +$3.36M +117,196 +3%
C
15
Consulta
United Kingdom
$86.7M -$35.8M -1,250,000 -28%
JP Morgan Chase
16
JP Morgan Chase
New York
$81.2M +$3.76M +131,113 +5%
ClearBridge Investments
17
ClearBridge Investments
New York
$71.3M -$7.19M -250,861 -9%
TAM
18
Timucuan Asset Management
Florida
$70M +$1.96M +68,330 +3%
AR
19
Advisory Research
Illinois
$55.4M +$3.24M +112,950 +6%
State Street
20
State Street
Massachusetts
$53.5M +$3.29M +114,859 +6%
Goldman Sachs
21
Goldman Sachs
New York
$53.3M +$42.8M +1,493,127 +296%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.6M +$30.7M +1,072,990 +130%
CCP
23
Clough Capital Partners
Massachusetts
$46.9M +$673K +23,500 +1%
TCIM
24
TIAA CREF Investment Management
New York
$45.3M +$7.59M +265,132 +19%
Principal Financial Group
25
Principal Financial Group
Iowa
$44.1M +$44.5M +1,554,278 +1,602%

ALSN Hedge Fund Activity: Q3 2015 in Review

250 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2015, worth a combined $4.35B — down 11% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ALSN positions and 34 closed out — a net gain of 2 holders — while 95 added to existing stakes and 91 trimmed.

The largest buyer was Farallon Capital Management, adding an estimated $95.8M. The largest seller was Wells Fargo, cutting an estimated $53.5M.

  • 250 institutional investors held Allison Transmission (ALSN) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $4.35B of Allison Transmission stock for Q3 2015, down 11% quarter-over-quarter.
  • 36 funds opened new Allison Transmission positions in Q3 2015 and 34 closed out, a net change of +2 holders.
  • The largest Allison Transmission buyer in Q3 2015 was Farallon Capital Management, an estimated $95.8M added.
  • The largest Allison Transmission seller in Q3 2015 was Wells Fargo, an estimated $53.5M sold.

Based on aggregated 13F filings for Q3 2015.