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Alamo Group

177 hedge funds and large institutions have $1.5B invested in Alamo Group in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 38 increasing their positions, 65 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $1.17B → $1.5B (+$331M)

18% more funds holding

Funds holding: 150177 (+27)

0.18% more ownership

Funds ownership: 91.38%91.56% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

42% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 65

Holders
177
Holders Change
+27
Holders Change %
+18%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
38
Reduced
65
Closed
10
Calls
$746K
Puts
Net Calls
+$746K
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$13.6M -$903K -6,971 -7%
KCM
27
Kennedy Capital Management
Missouri
$13.3M -$57.9K -447 -0.5%
Charles Schwab
28
Charles Schwab
California
$12.6M +$78.2K +604 +0.7%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$11.8M -$366K -2,825 -3%
Bank of America
30
Bank of America
North Carolina
$10.6M -$756K -5,836 -7%
PAIM
31
Punch & Associates Investment Management
Minnesota
$10.1M -$214K -1,650 -2%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.65M -$84.7K -654 -0.9%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$9.41M -$3.74M -28,842 -30%
GWI
34
Grace & White Inc
New York
$8.95M -$415K -3,207 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$6.61M +$1.73M +13,360 +39%
TAM
36
Third Avenue Management
New York
$6.44M
Ameriprise
37
Ameriprise
Minnesota
$5.99M -$84.1K -649 -1%
EIP
38
Epoch Investment Partners
New York
$5.81M -$7.41M -57,193 -58%
N
39
Nuveen
North Carolina
$5.52M -$641K -4,949 -11%
Morgan Stanley
40
Morgan Stanley
New York
$5.14M +$944K +7,289 +24%
IECM
41
Intrinsic Edge Capital Management
Illinois
$4.83M +$4.53M +35,000 New
William Blair Investment Management
42
William Blair Investment Management
Illinois
$4.77M +$4.48M +34,608 New
PAM
43
Panagora Asset Management
Massachusetts
$4.73M +$4.44M +34,289 New
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.5M -$228K -1,764 -5%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$4.39M +$24.1K +186 +0.6%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$4.05M +$163K +1,260 +4%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$3.93M -$453K -3,500 -11%
Legal & General Group
48
Legal & General Group
United Kingdom
$3.85M -$15.7K -121 -0.4%
Goldman Sachs
49
Goldman Sachs
New York
$3.75M -$1.88M -14,521 -35%
RA
50
Royce & Associates
New York
$3.55M +$90.7K +700 +3%

ALG Hedge Fund Activity: Q4 2020 in Review

177 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2020, worth a combined $1.5B — up 28% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ALG positions and 10 closed out — a net gain of 28 holders — while 38 added to existing stakes and 65 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $15.4M. The largest seller was Epoch Investment Partners, cutting an estimated $7.41M.

  • 177 institutional investors held Alamo Group (ALG) as of Q4 2020, up from 150 in Q3 2020.
  • Funds reported $1.5B of Alamo Group stock for Q4 2020, up 28% quarter-over-quarter.
  • 38 funds opened new Alamo Group positions in Q4 2020 and 10 closed out, a net change of +28 holders.
  • The largest Alamo Group buyer in Q4 2020 was Wasatch Advisors, an estimated $15.4M added.
  • The largest Alamo Group seller in Q4 2020 was Epoch Investment Partners, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2020.