Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLISON TRANSMISSION HLDGS I (ALSN)

548 + 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
↑ +36
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — ALSN

Based on 552 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
552 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

279 buying262 selling
Last quarter: 279 funds bought or added vs 262 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~100 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 94 → 71 → 95 → 100. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
311 out of 552 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.
📈

Growing discovery — still being found

62 → 94 → 71 → 95 → 100 new funds/Q
New funds entering each quarter: 94 → 71 → 95 → 100. A growing number of institutions are discovering ALSN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 14% 1-2yr ■ 24% new
Of 560 current holders: 349 (62%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
57 of 552 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2026 Q1, 279 hedge funds were net buyers of ALSN (100 opened a new position, 179 added to an existing one), while 262 reduced or exited (198 trimmed, 64 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in ALSN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 552.

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.

Is It Too Late to Buy ALLISON TRANSMISSION HLDGS I (ALSN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALSN has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
ALSN
+1.8%
XLY
+4.1%

ALSN outperformed XLY by -2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
ALSN
-2.5%
XLY
-2.6%

Since the filing became public, ALSN outperformed XLY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 7 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: ALSN
548 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 548 516 6.2%
13F Shares 84M 84M 0.12%
Total Value $9.38B $8.12B 15.49%
New Positions 97 95 +2
Increased Positions 178 150 +28
Closed Positions 65 85 -20
Reduced Positions 193 206 -13
Total Calls 4 3 33.33%
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.0 1.67 Neutral

Statistics: ALSN

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Financial Highlights

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Institutional Holders (2026 Q1)

548 + 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 — 2026 Q1 · 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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 52% buying: Last quarter: 279 funds bought or added vs 262 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ALSN holders?

Elite ownership — 43% AUM from top-100 funds: 57 of 552 holders are among the 100 largest funds by AUM, controlling 43% 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?

56% of holders stayed for 2+ years: 311 out of 552 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.

Is it too late to buy ALLISON TRANSMISSION HLDGS I (ALSN) following the 2026 Q1 hedge fund 13F filings?

As of today, ALSN has moved -2.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -2.6% for the XLY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), ALSN has gained +1.8% vs +4.1% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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