Ally Financial Inc.

DETROIT, MI How do I update this listing?

Ally Financial is based out of Detroit. Their last reported 13F filing for Q1 2020 included $936,711,000 in managed 13F securities and a top 10 holdings concentration of 60.46%. Ally Financial's largest holding is SPDR S&P 500 ETF Trust with shares held of 1,510,000. Ally Financial has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 36 13F filings, and 534 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2020-03-02. The notice included securities offered of Equity

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $936.711 Million
  • Prior Market Value $608.654 Million
  • New Purchases23 stocks
  • Additional Purchases39 stocks
  • Sold out of9 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 60.46 %
  • Turnover % [1]:25.60%
  • Turnover Alt % [2]: 57.32 %
  • Time Held Top20:3.75 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:8.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -18.5%
Performance Last 4 Quarters: -4.19%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Ally Insurance Holdings Inc.
Motors Insurance Corp.

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2020-03-02 D COMMERCIAL BANKING Equity 1,300,000,000 0 1,300,000,000
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRIAN SHARPLES subscription required
    DIRECTOR
DIANE E. MORAIS subscription required
    EXECUTIVE OFFICER
DOUGLAS R. TIMMERMAN subscription required
    EXECUTIVE OFFICER
FRANKLIN W. HOBBS subscription required
    DIRECTOR
JEFFREY J. BROWN subscription required
    EXECUTIVE OFFICER DIRECTOR
JENNIFER A. LACLAIR subscription required
    EXECUTIVE OFFICER
JOHN J. STACK subscription required
    DIRECTOR
KATRYN SHINEMAN BLAKE subscription required
    DIRECTOR
KENNETH J. BACON subscription required
    DIRECTOR
KIM S. FENNEBRESQUE subscription required
    DIRECTOR
MARJORIE MAGNER subscription required
    DIRECTOR
MAUREEN A. BREAKIRON-EVANS subscription required
    DIRECTOR
MAYREE C. CLARK subscription required
    DIRECTOR
MICHAEL F. STEIB subscription required
    DIRECTOR
SCOTT A. STENGEL subscription required
    EXECUTIVE OFFICER
WILLIAM H. CARY subscription required
    DIRECTOR

WhaleScore history for Ally Financial Inc.

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