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Allison Transmission

540 hedge funds and large institutions have $9.08B invested in Allison Transmission in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 182 increasing their positions, 196 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 38

104% more call options, than puts

Call options by funds: $13M | Put options by funds: $6.35M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more capital invested

Capital invested by funds: $8.08B → $9.08B (+$1.01B)

11% more funds holding

Funds holding: 487540 (+53)

0.64% more ownership

Funds ownership: 96.41%97.05% (+0.64%)

7% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 196

Holders
540
Holders Change
+53
Holders Change %
+10.88%
% of All Funds
7.11%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
103
Increased
182
Reduced
196
Closed
38
Calls
$13M
Puts
$6.35M
Net Calls
+$6.6M
Net Calls Change
-$6.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.4B +$27M +247,318 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$989M -$23M -210,230 -2%
BlackRock
3
BlackRock
New York
$409M +$18.8M +172,200 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$346M -$24.3M -222,595 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$308M -$39.4M -361,300 -11%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$287M +$8.39M +76,840 +3%
LCOV
7
London Company of Virginia
Virginia
$276M -$1.63M -14,897 -0.6%
BAM
8
Burgundy Asset Management
Ontario, Canada
$267M -$62.5M -572,044 -19%
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$257M +$195M +1,785,687 +301%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$212M +$59.7K +547 +0%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$201M -$2.28M -20,901 -1%
State Street
12
State Street
Massachusetts
$181M -$609K -5,580 -0.3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$167M -$23.9M -219,101 -12%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$152M -$29.8M -272,593 -16%
Invesco
15
Invesco
Georgia
$128M -$19.2M -176,145 -13%
Boston Partners
16
Boston Partners
Massachusetts
$118M -$38.1M -348,938 -24%
Allianz Asset Management
17
Allianz Asset Management
Germany
$115M +$7.53M +69,008 +7%
Norges Bank
18
Norges Bank
Norway
$109M +$1.17M +10,748 +1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$103M +$3.94M +36,065 +4%
Charles Schwab
20
Charles Schwab
California
$96.4M -$2.46M -22,497 -2%
Morgan Stanley
21
Morgan Stanley
New York
$91.3M +$10.2M +93,789 +12%
Prudential Financial
22
Prudential Financial
New Jersey
$84.9M -$10.7M -97,754 -11%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$70.9M +$1.53M +14,038 +2%
SCP
24
Seizert Capital Partners
Michigan
$68.3M -$3.3M -30,258 -5%
Bank of America
25
Bank of America
North Carolina
$66.9M -$4.52M -41,407 -6%

ALSN Hedge Fund Activity: Q4 2024 in Review

540 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Allison Transmission (ALSN) for Q4 2024, worth a combined $9.08B — up 12% from $8.08B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new ALSN positions and 38 closed out — a net gain of 65 holders — while 182 added to existing stakes and 196 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $195M. The largest seller was Burgundy Asset Management, cutting an estimated $62.5M.

  • 540 institutional investors held Allison Transmission (ALSN) as of Q4 2024, up from 487 in Q3 2024.
  • Funds reported $9.08B of Allison Transmission stock for Q4 2024, up 12% quarter-over-quarter.
  • 103 funds opened new Allison Transmission positions in Q4 2024 and 38 closed out, a net change of +65 holders.
  • The largest Allison Transmission buyer in Q4 2024 was Loomis, Sayles & Company, an estimated $195M added.
  • The largest Allison Transmission seller in Q4 2024 was Burgundy Asset Management, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2024.