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Alamo Group

169 hedge funds and large institutions have $1.6B invested in Alamo Group in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $1.51B → $1.6B (+$92.5M)

2% more funds holding

Funds holding: 165169 (+4)

0.73% more ownership

Funds ownership: 90.74%91.47% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
169
Holders Change
+4
Holders Change %
+2.42%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
48
Reduced
60
Closed
13
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$655K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$13M -$564K -3,803 -4%
Bank of America
27
Bank of America
North Carolina
$11.8M -$1.22M -8,262 -9%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$11.6M -$17.5K -118 -0.1%
EIP
29
Epoch Investment Partners
New York
$11.2M +$2.25M +15,162 +25%
JP Morgan Chase
30
JP Morgan Chase
New York
$10.7M -$258K -1,742 -2%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$10.3M +$1.85M +12,500 +22%
Principal Financial Group
32
Principal Financial Group
Iowa
$9.94M -$293K -1,977 -3%
VOYA Investment Management
33
VOYA Investment Management
Georgia
$9.88M -$1.89M -12,766 -16%
GWI
34
Grace & White Inc
New York
$9.54M
PAIM
35
Punch & Associates Investment Management
Minnesota
$9.51M +$77.4K +522 +0.8%
Morgan Stanley
36
Morgan Stanley
New York
$6.81M +$1.09M +7,340 +19%
Ameriprise
37
Ameriprise
Minnesota
$6.29M -$168K -1,135 -3%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$5.37M -$70.9K -478 -1%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.2M +$1.78K +12 +0%
IA
40
Icon Advisers
Colorado
$5.13M +$440K +2,970 +9%
TAM
41
Third Avenue Management
New York
$4.69M
Wellington Management Group
42
Wellington Management Group
Massachusetts
$4.59M -$2.48M -16,735 -35%
N
43
Nuveen
North Carolina
$4.37M -$381K -2,567 -8%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$4.2M
PPA
45
Parametric Portfolio Associates
Washington
$3.96M -$53.8K -363 -1%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.71M +$108K +729 +3%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.6M +$120K +807 +3%
NSIM
48
North Star Investment Management
Illinois
$3.33M
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.28M
RHJA
50
Rice Hall James & Associates
California
$3.04M +$928K +6,259 +43%

ALG Hedge Fund Activity: Q4 2021 in Review

169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2021, worth a combined $1.6B — up 6.1% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ALG positions and 13 closed out — a net gain of 5 holders — while 48 added to existing stakes and 60 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $44.9M.

  • 169 institutional investors held Alamo Group (ALG) as of Q4 2021, up from 165 in Q3 2021.
  • Funds reported $1.6B of Alamo Group stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 18 funds opened new Alamo Group positions in Q4 2021 and 13 closed out, a net change of +5 holders.
  • The largest Alamo Group buyer in Q4 2021 was Westwood Holdings Group, an estimated $10.2M added.
  • The largest Alamo Group seller in Q4 2021 was Wells Fargo, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2021.