Allison Transmission
ALSN
258 hedge funds and large institutions have $5.59B invested in Allison Transmission in 2016 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 28 closing their positions.
625% more call options, than puts
Call options by funds: $493K | Put options by funds: $68K
68% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 28
17% more capital invested
Capital invested by funds: $4.79B → $5.59B (+$799M)
7% more funds holding
Funds holding: 241 → 258 (+17)
0.58% more ownership
Funds ownership: 99.69% → 100.28% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
16% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$318M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$47.7M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$41.1M |
| 4 |
JP Morgan Chase
New York
|
+$33.5M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$268M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$104M |
| 3 |
CGI
CI Global Investments
Oakland,
California
|
-$41.6M |
| 4 |
D.E. Shaw & Co
New York
|
-$40.5M |
| 5 |
GCM
Gates Capital Management
New York
|
-$39.3M |
ALSN Hedge Fund Activity: Q4 2016 in Review
258 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2016, worth a combined $5.59B — up 17% from $4.79B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new ALSN positions and 28 closed out — a net gain of 19 holders — while 85 added to existing stakes and 101 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $318M. The largest seller was ValueAct Holdings, cutting an estimated $268M.
- 258 institutional investors held Allison Transmission (ALSN) as of Q4 2016, up from 241 in Q3 2016.
- Funds reported $5.59B of Allison Transmission stock for Q4 2016, up 17% quarter-over-quarter.
- 47 funds opened new Allison Transmission positions in Q4 2016 and 28 closed out, a net change of +19 holders.
- The largest Allison Transmission buyer in Q4 2016 was Fidelity Investments, an estimated $318M added.
- The largest Allison Transmission seller in Q4 2016 was ValueAct Holdings, an estimated $268M sold.
Based on aggregated 13F filings for Q4 2016.