Allison Transmission
ALSN
282 hedge funds and large institutions have $6.02B invested in Allison Transmission in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 98 increasing their positions, 99 reducing their positions, and 48 closing their positions.
1,703% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $683K
3.85% more ownership
Funds ownership: 103.91% → 107.76% (+3.9%)
2% more capital invested
Capital invested by funds: $5.93B → $6.02B (+$92.8M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 99
2% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 48
2% less funds holding
Funds holding: 289 → 282 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SQ Advisors
Naples,
Florida
|
+$82.4M |
| 2 |
Goldman Sachs
New York
|
+$71.6M |
| 3 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$51.6M |
| 4 |
Morgan Stanley
New York
|
+$49.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.5M |
| 2 |
JP Morgan Chase
New York
|
-$60.7M |
| 3 |
ClearBridge Investments
New York
|
-$47.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$41.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$35.8M |
ALSN Hedge Fund Activity: Q3 2017 in Review
282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2017, worth a combined $6.02B — up 1.6% from $5.93B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of ALSN and 47 opened new positions — a net loss of 1 holder — while 99 trimmed existing stakes and 98 added.
The largest buyer was SQ Advisors, adding an estimated $82.4M. The largest seller was Fidelity Investments, cutting an estimated $69.5M.
- 282 institutional investors held Allison Transmission (ALSN) as of Q3 2017, down from 289 in Q2 2017.
- Funds reported $6.02B of Allison Transmission stock for Q3 2017, up 1.6% quarter-over-quarter.
- 47 funds opened new Allison Transmission positions in Q3 2017 and 48 closed out, a net change of -1 holder.
- The largest Allison Transmission buyer in Q3 2017 was SQ Advisors, an estimated $82.4M added.
- The largest Allison Transmission seller in Q3 2017 was Fidelity Investments, an estimated $69.5M sold.
Based on aggregated 13F filings for Q3 2017.