LongALLYSep 2026
Ally Financial Inc.
Ally's second-quarter results were satisfactory but third-quarter net interest margin will be approximately flat after Stellantis lease losses and a further Fed hike. Its…
ALLY
Which hedge funds are long ALLY?
3 published ideas on Ally Financial Inc. across 2 funds — 3 long and 0 short.
Ally Financial hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Ally Financial: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongALLYSep 2026
Ally Financial Inc.
Ally's second-quarter results were satisfactory, although management expects a roughly flat third-quarter net interest margin. Stellantis recall lease losses of about $20 million…
LongALLYSep 2026
Ally Financial Inc.
Ally's second-quarter results were satisfactory but third-quarter net interest margin will be approximately flat after Stellantis lease losses and a further Fed hike. Its…