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Allison Transmission

240 hedge funds and large institutions have $4.76B invested in Allison Transmission in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 91 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 100.06%99.69% (-0.37%)

1% less capital invested

Capital invested by funds: $4.79B → $4.76B (-$36.3M)

7% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 91

5% less funds holding

Funds holding: 253240 (-13)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11.4M

Holders
240
Holders Change
-13
Holders Change %
-5.14%
% of All Funds
6.4%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
29
Increased
85
Reduced
91
Closed
40
Calls
Puts
$11.4M
Net Calls
-$11.4M
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$549M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$372M +$141M +5,012,687 +63%
Vanguard Group
3
Vanguard Group
Pennsylvania
$309M -$14.7M -520,235 -5%
ACM
4
Ashe Capital Management
New Jersey
$288M
LAMI
5
Longview Asset Management (Illinois)
Illinois
$266M
SA
6
SQ Advisors
Florida
$172M +$39.7M +1,406,507 +31%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$165M -$41.8M -1,480,978 -20%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$146M +$413K +14,652 +0.3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$140M +$6.67M +236,533 +5%
BAM
10
Burgundy Asset Management
Ontario, Canada
$138M +$2.79M +98,823 +2%
BIT
11
BlackRock Institutional Trust
California
$120M +$4.55M +161,168 +4%
FCM
12
Farallon Capital Management
California
$104M -$40.7M -1,441,842 -28%
JP Morgan Chase
13
JP Morgan Chase
New York
$101M -$2.14M -75,724 -2%
TAM
14
Timucuan Asset Management
Florida
$97.7M +$867K +30,736 +0.9%
AIM
15
abrdn Investment Management
United Kingdom
$95.5M -$7.72M -273,585 -8%
VM
16
Valinor Management
New York
$95.2M +$93.7M +3,319,346 New
ClearBridge Investments
17
ClearBridge Investments
New York
$94.8M +$6.11M +216,414 +7%
CGI
18
CI Global Investments
California
$70.5M -$1.35M -47,705 -2%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$68.9M +$5.88M +208,463 +10%
State Street
20
State Street
Massachusetts
$58.2M +$3.14M +111,131 +6%
SCM
21
Sterling Capital Management
North Carolina
$56.8M -$1.56M -55,331 -3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$54.2M +$3.13M +111,107 +6%
GCM
23
Gates Capital Management
New York
$54.2M -$21.9M -776,649 -29%
AR
24
Advisory Research
Illinois
$54.2M -$1.05M -37,322 -2%
Charles Schwab
25
Charles Schwab
California
$52.9M +$750K +26,568 +1%

ALSN Hedge Fund Activity: Q3 2016 in Review

240 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2016, worth a combined $4.76B — down 0.76% from $4.79B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of ALSN and 29 opened new positions — a net loss of 11 holders — while 91 trimmed existing stakes and 85 added.

The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $50M sold.

  • 240 institutional investors held Allison Transmission (ALSN) as of Q3 2016, down from 253 in Q2 2016.
  • Funds reported $4.76B of Allison Transmission stock for Q3 2016, down 0.76% quarter-over-quarter.
  • 29 funds opened new Allison Transmission positions in Q3 2016 and 40 closed out, a net change of -11 holders.
  • The largest Allison Transmission buyer in Q3 2016 was Fidelity Investments, an estimated $141M added.
  • The largest Allison Transmission seller in Q3 2016 was Systematic Financial Management, an estimated $50M sold.

Based on aggregated 13F filings for Q3 2016.