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Allison Transmission

307 hedge funds and large institutions have $3.13B invested in Allison Transmission in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 118

2.95% less ownership

Funds ownership: 99.3%96.35% (-2.9%)

5% less funds holding

Funds holding: 322307 (-15)

16% less capital invested

Capital invested by funds: $3.72B → $3.13B (-$589M)

29% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $4.43M

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
307
Holders Change
-15
Holders Change %
-4.66%
% of All Funds
5.29%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
30
Increased
122
Reduced
118
Closed
44
Calls
$3.15M
Puts
$4.43M
Net Calls
-$1.29M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$403M +$1.49M +39,841 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$310M -$201M -5,378,091 -37%
BAM
3
Burgundy Asset Management
Ontario, Canada
$197M -$4.82M -128,797 -2%
Harris Associates
4
Harris Associates
Illinois
$173M -$2.22M -59,320 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$153M -$1.8M -48,070 -1%
BlackRock
6
BlackRock
New York
$133M +$3.54M +94,702 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$115M -$13.9M -372,300 -10%
LCOV
8
London Company of Virginia
Virginia
$87.5M -$663K -17,719 -0.7%
Fidelity International
9
Fidelity International
Bermuda
$82.8M +$37M +990,525 +68%
Boston Partners
10
Boston Partners
Massachusetts
$64M -$3.19M -85,407 -4%
AQR Capital Management
11
AQR Capital Management
Connecticut
$63.7M +$5.98M +160,000 +9%
State Street
12
State Street
Massachusetts
$57.6M +$1.69M +45,149 +3%
SCP
13
Seizert Capital Partners
Michigan
$55.8M -$449 -12 -0%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$55M +$4.07M +108,772 +7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$49.5M -$1.88M -50,264 -3%
CCM
16
Copeland Capital Management
Pennsylvania
$47.5M +$429K +11,464 +0.8%
PCM
17
Polaris Capital Management
Massachusetts
$46.8M -$583K -15,600 -1%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$43.4M +$205K +5,494 +0.4%
DZ Bank
19
DZ Bank
Germany
$38.1M +$40.4M +1,080,320 +2,237%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$34.4M -$61.7K -1,650 -0.2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.2M +$1M +26,794 +3%
Norges Bank
22
Norges Bank
Norway
$32M +$1.36M +36,279 +4%
Invesco
23
Invesco
Georgia
$24.5M -$1.73M -46,381 -6%
Charles Schwab
24
Charles Schwab
California
$22.8M +$567K +15,171 +2%
First Trust Advisors
25
First Trust Advisors
Illinois
$22.3M -$1.16M -31,020 -4%

ALSN Hedge Fund Activity: Q3 2022 in Review

307 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q3 2022, worth a combined $3.13B — down 16% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ALSN and 30 opened new positions — a net loss of 14 holders — while 118 trimmed existing stakes and 122 added.

The largest buyer was DZ Bank, adding an estimated $40.4M. The largest seller was Fidelity Investments, cutting an estimated $201M.

  • 307 institutional investors held Allison Transmission (ALSN) as of Q3 2022, down from 322 in Q2 2022.
  • Funds reported $3.13B of Allison Transmission stock for Q3 2022, down 16% quarter-over-quarter.
  • 30 funds opened new Allison Transmission positions in Q3 2022 and 44 closed out, a net change of -14 holders.
  • The largest Allison Transmission buyer in Q3 2022 was DZ Bank, an estimated $40.4M added.
  • The largest Allison Transmission seller in Q3 2022 was Fidelity Investments, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2022.