ALLY β€” ALLY FINANCIAL INC

Ownership history in MOORE CAPITAL MANAGEMENT, LP  Β·  31 quarters on record

This page tracks every 13F SEC filing in which MOORE CAPITAL MANAGEMENT, LP reported a position in ALLY FINANCIAL INC (ALLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.63% (2024 Q2)
πŸ“Š Avg. % of fund
0.94%
πŸ“… First filed
2014 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
31

Position Intelligence

MOORE CAPITAL MANAGEMENT, LP Γ— ALLY AI Analytics

πŸ“ˆ MOORE CAPITAL MANAGEMENT, LP outperformed the S&P 500 by +4.8% annually on this ALLY position. Timing score: 53% (16/30 decisions correct). Average cost basis: $30.75. Maximum drawdown during holding period: –50.2%.

πŸ“ˆ Position Alpha vs SPY
+4.8%
annualised excess return

βœ… Outperformed SPY on this position by 4.8% ann.
15 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
16 of 30 add/trim decisions correct

πŸ’° Entry Quality
$30.75
+46.2% vs current ($44.97)

Best entry: $15.73 (2017 Q1)  Β·  Worst: $43.80 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–50.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
48%
buy-side decisions

15 adds Β· 16 trims. Bought during 6 of 11 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.97% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ALLY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,491,829 -500,000 -25.1% 0.97% $67.6M $44.97
2025 Q3 ADDED 1,991,829 +1,855,829 +1364.6% 1.07% $78.1M $38.62
2025 Q3 REDUCED 136,000 -1,626,929 -92.3% 0.07% $5.3M $38.62
2025 Q2 REDUCED 1,762,929 -1,014,712 -36.5% 0.86% $68.7M $38.07
2025 Q1 REDUCED 2,777,641 -243,179 -8.1% 2.09% $101.3M $35.32
2024 Q4 ADDED 3,020,820 +2,536,720 +524.0% 1.25% $108.8M $34.61
2024 Q4 REDUCED 484,100 -3,332,997 -87.3% 0.20% $17.4M $34.61
2024 Q3 REDUCED 3,817,097 -5,160 -0.1% 2.51% $135.9M $33.92
2024 Q2 ADDED 3,822,257 +3,695,457 +2914.4% 2.63% $151.6M $37.55
2024 Q1 REDUCED 126,800 -3,055,723 -96.0% 0.08% $5.1M $38.13
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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