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Allison Transmission

298 hedge funds and large institutions have $3.68B invested in Allison Transmission in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

10% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 97

5% more funds holding

Funds holding: 285298 (+13)

0.89% more ownership

Funds ownership: 97.81%98.7% (+0.89%)

13% less capital invested

Capital invested by funds: $4.25B → $3.68B (-$571M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $5.05M

Holders
298
Holders Change
+13
Holders Change %
+4.56%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
52
Increased
107
Reduced
97
Closed
36
Calls
$1.96M
Puts
$5.05M
Net Calls
-$3.09M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$560M -$21.7M -568,307 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$446M +$565K +14,812 +0.1%
BAM
3
Burgundy Asset Management
Ontario, Canada
$228M -$9.38M -245,998 -4%
Boston Partners
4
Boston Partners
Massachusetts
$212M -$90.7M -2,376,325 -28%
LSV Asset Management
5
LSV Asset Management
Illinois
$166M +$1.75M +45,826 +1%
Harris Associates
6
Harris Associates
Illinois
$165M +$24.9M +651,880 +16%
Renaissance Technologies
7
Renaissance Technologies
New York
$153M -$10.9M -286,900 -6%
BlackRock
8
BlackRock
New York
$148M -$14.7M -385,313 -8%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$98.5M -$32.5M -851,098 -23%
LCOV
10
London Company of Virginia
Virginia
$95.1M -$6.9M -180,861 -6%
Fidelity International
11
Fidelity International
Bermuda
$89.1M -$6.23M -163,249 -6%
State Street
12
State Street
Massachusetts
$61.2M -$1.81M -47,429 -3%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$54M +$4.95M +129,870 +9%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$52.3M +$14.2M +373,370 +34%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52.2M +$1.89M +49,665 +3%
SCP
16
Seizert Capital Partners
Michigan
$50.3M +$13.3M +348,917 +32%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$47.1M -$7.19M -188,526 -12%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$42.8M +$1.16M +30,464 +3%
Millennium Management
19
Millennium Management
New York
$40.6M +$25.5M +669,242 +139%
Man Group
20
Man Group
United Kingdom
$40.4M -$2.97M -77,957 -6%
Norges Bank
21
Norges Bank
Norway
$38M -$2.65M -69,378 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$37.8M +$11.6M +304,009 +40%
EVM
23
Eaton Vance Management
Massachusetts
$35.4M +$377K +9,875 +1%
CCM
24
Copeland Capital Management
Pennsylvania
$35.2M +$38M +996,572 New
Invesco
25
Invesco
Georgia
$25.7M -$3.77M -98,881 -12%

ALSN Hedge Fund Activity: Q3 2021 in Review

298 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2021, worth a combined $3.68B — down 13% from $4.25B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new ALSN positions and 36 closed out — a net gain of 16 holders — while 107 added to existing stakes and 97 trimmed.

The largest buyer was Copeland Capital Management, opening a new position worth an estimated $38M. The largest seller was Boston Partners, cutting an estimated $90.7M.

  • 298 institutional investors held Allison Transmission (ALSN) as of Q3 2021, up from 285 in Q2 2021.
  • Funds reported $3.68B of Allison Transmission stock for Q3 2021, down 13% quarter-over-quarter.
  • 52 funds opened new Allison Transmission positions in Q3 2021 and 36 closed out, a net change of +16 holders.
  • The largest Allison Transmission buyer in Q3 2021 was Copeland Capital Management, an estimated $38M added.
  • The largest Allison Transmission seller in Q3 2021 was Boston Partners, an estimated $90.7M sold.

Based on aggregated 13F filings for Q3 2021.