Allison Transmission
ALSN
289 hedge funds and large institutions have $5.93B invested in Allison Transmission in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 30 closing their positions.
73% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 30
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8.6% more ownership
Funds ownership: 95.31% → 103.91% (+8.6%)
7% more funds holding
Funds holding: 269 → 289 (+20)
6% more capital invested
Capital invested by funds: $5.59B → $5.93B (+$336M)
5% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 98
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $476K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$64.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$61.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.1M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$30.6M |
| 5 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$122M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.4M |
| 3 |
VM
Valinor Management
New York
|
-$62.6M |
| 4 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$39.5M |
| 5 |
BlackRock
New York
|
-$16.7M |
ALSN Hedge Fund Activity: Q2 2017 in Review
289 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q2 2017, worth a combined $5.93B — up 6% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new ALSN positions and 30 closed out — a net gain of 22 holders — while 103 added to existing stakes and 98 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $64.3M. The largest seller was Massachusetts Financial Services, cutting an estimated $122M.
- 289 institutional investors held Allison Transmission (ALSN) as of Q2 2017, up from 269 in Q1 2017.
- Funds reported $5.93B of Allison Transmission stock for Q2 2017, up 6% quarter-over-quarter.
- 52 funds opened new Allison Transmission positions in Q2 2017 and 30 closed out, a net change of +22 holders.
- The largest Allison Transmission buyer in Q2 2017 was Jennison Associates, an estimated $64.3M added.
- The largest Allison Transmission seller in Q2 2017 was Massachusetts Financial Services, an estimated $122M sold.
Based on aggregated 13F filings for Q2 2017.