Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLISON TRANSMISSION HLDGS I (ALSN)

509 + Investors. Track Smart Money conviction in ALSN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — ALSN

Based on 509 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ALSN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
509 hedge funds hold ALSN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ALSN is almost the same as a year ago (-17 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

244 buying289 selling
Last quarter: 289 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new ALSN position: 60 → 93 → 70 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
312 out of 509 hedge funds have held ALSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +16% but shares only +0% — price-driven

Value
+15%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~92 new funds/quarter

99 → 60 → 93 → 70 → 92 new funds/Q
New funds entering each quarter: 60 → 93 → 70 → 92. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 22% new
Of 517 current holders: 339 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
45 of 509 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ALSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ALSN

In 2025 Q4, 244 hedge funds were net buyers of ALSN (92 opened a new position, 152 added to an existing one), while 289 reduced or exited (205 trimmed, 84 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in ALSN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 509.

Hedge Fund Ownership: ALSN

How many hedge funds hold ALSN — quarterly history vs. share price
Quarterly hedge fund ownership of ALSN vs. share price

Market Analysis: ALSN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALSN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 5 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: ALSN
2026 Q1 Stats Unlock in 4 days 509 + Investors

Track Smart Money conviction in ALSN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 509 501 1.6%
13F Shares 84M 83M 0.23%
Total Value $8.10B $7.01B 15.67%
New Positions 92 70 +22
Increased Positions 148 175 -27
Closed Positions 84 93 -9
Reduced Positions 204 196 +8
Total Calls 3 4 -25.0%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.67 1.5 Bearish

Statistics: ALSN

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Institutional Holders (2026 Q1)

509 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALSN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ALSN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mountain Lake Investment Management LLC 8.45% 111,803 $13.1M
2 FIFTHDELTA Ltd 7.48% 462,874 $54.2M
3 Solidarity Wealth, LLC 6.74% 299,967 $35.1M
4 MAC Alpha Capital Management, LP 6.69% 97,983 $11.5M
5 DUDLEY & SHANLEY, INC. 3.15% 164,597 $19.3M
6 Coppell Advisory Solutions LLC 3.03% 45,736 $5.1M
7 Stockbridge Partners LLC 2.91% 1,030,398 $120.6M
8 SEIZERT CAPITAL PARTNERS, LLC 2.82% 523,585 $61.3M
9 Stolper Co 2.73% 82,270 $10K
10 Taylor Hoffman Capital Management LLC 2.51% 69,632 $8.2M
11 Polaris Capital Management, LLC 2.48% 258,600 $30.3M
12 Alan B Lancz & Associates, Inc. 2.39% 21,020 $2.5M
13 BRUNI J V & CO /CO 1.92% 157,283 $18.4M
14 MARATHON CAPITAL MANAGEMENT 1.90% 72,235 $8.5M
15 Villanova Investment Management Co LLC 1.89% 15,717 $1.8M
16 ISTHMUS PARTNERS, LLC 1.71% 139,314 $16.3M
17 NORRIS PERNE & FRENCH LLP/MI 1.64% 209,667 $24.5M
18 CALIFORNIA FIRST LEASING CORP 1.59% 42,290 $5.0M
19 TEALWOOD ASSET MANAGEMENT INC 1.52% 28,532 $3K
20 AdvisorShares Investments LLC 1.51% 70,821 $8.3M
21 LONDON CO OF VIRGINIA 1.37% 1,905,273 $223.0M
22 FULLER & THALER ASSET MANAGEMENT, INC. 1.34% 3,394,635 $397.4M
23 CLIFFORD SWAN INVESTMENT COUNSEL LLC 1.31% 329,022 $38.5M
24 ISLAY CAPITAL MANAGEMENT, LLC 1.13% 19,046 $2.2M
25 MADDEN SECURITIES Corp 1.08% 30,595 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALLISON TRANSMISSION HLDGS I (ALSN)

What does the Smart Money Trend signal show for ALSN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ALSN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALSN?

More sellers than buyers — 46% buying: Last quarter: 289 funds reduced or exited vs 244 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ALSN holders?

Elite ownership — 50% AUM from top-100 funds: 45 of 509 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ALSN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ALSN?

61% of holders stayed for 2+ years: 312 out of 509 hedge funds have held ALSN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.