Allison Transmission
ALSN
411 hedge funds and large institutions have $4.92B invested in Allison Transmission in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 142 increasing their positions, 156 reducing their positions, and 54 closing their positions.
127% more call options, than puts
Call options by funds: $14.2M | Put options by funds: $6.26M
22% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 54
2% more funds holding
Funds holding: 404 → 411 (+7)
3% less capital invested
Capital invested by funds: $5.08B → $4.92B (-$162M)
9% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 156
1.23% less ownership
Funds ownership: 95.78% → 94.55% (-1.2%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$35.4M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$14.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$8.99M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$8.49M |
| 5 |
Amundi
Paris,
France
|
+$8.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.4M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$22.1M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$20.6M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$11.9M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$9.49M |
ALSN Hedge Fund Activity: Q4 2023 in Review
411 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2023, worth a combined $4.92B — down 3.2% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ALSN positions and 54 closed out — a net gain of 12 holders — while 142 added to existing stakes and 156 trimmed.
The largest buyer was Prudential Financial, adding an estimated $35.4M. The largest seller was Fidelity Investments, cutting an estimated $31.4M.
- 411 institutional investors held Allison Transmission (ALSN) as of Q4 2023, up from 404 in Q3 2023.
- Funds reported $4.92B of Allison Transmission stock for Q4 2023, down 3.2% quarter-over-quarter.
- 66 funds opened new Allison Transmission positions in Q4 2023 and 54 closed out, a net change of +12 holders.
- The largest Allison Transmission buyer in Q4 2023 was Prudential Financial, an estimated $35.4M added.
- The largest Allison Transmission seller in Q4 2023 was Fidelity Investments, an estimated $31.4M sold.
Based on aggregated 13F filings for Q4 2023.