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Alamo Group
ALG

102 hedge funds and large institutions have $484M invested in Alamo Group in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $389M → $484M (+$94.5M)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

3% more funds holding

Funds holding: 99 → 102 (+3)

0.25% more ownership

Funds ownership: 65.77% → 66.02% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
39
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.13M
3
HW
Hancock Whitney
Mississippi
+$1.51M
4
BlackRock
BlackRock
New York
+$950K
5
CAM
ClariVest Asset Management
California
+$802K

Top Sellers

Rank Fund Capital Flow
1
ZIG
Zuckerman Investment Group
Illinois
-$8.91M
2
Goldman Sachs
Goldman Sachs
New York
-$1.35M
3
TAM
Third Avenue Management
New York
-$1.05M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$776K
5
BIT
BlackRock Institutional Trust
California
-$660K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$285K -$2.44K -47 -1%
BA
77
BlackRock Advisors
Delaware
$280K +$20.4K +393 +9%
Swiss National Bank
78
Swiss National Bank
Switzerland
$261K – – –
Citigroup
79
Citigroup
New York
$260K +$121K +2,341 +122%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$225K +$192K +3,706 New
AG
81
Aperio Group
California
$217K – – –
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$211K +$180K +3,482 New
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$209K +$178K +3,440 New
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$203K +$170K +3,277 +4,428%
KBC Group
85
KBC Group
Belgium
$181K – – –
Asset Management One
86
Asset Management One
Japan
$149K – – –
PMAM
87
Picton Mahoney Asset Management
Ontario, Canada
$127K – – –
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$121K -$36.3K -700 -26%
SO
89
STRS Ohio
Ohio
$121K -$10.4K -200 -9%
Ameriprise
90
Ameriprise
Minnesota
$96K -$319K -6,161 -80%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$87K +$15K +290 +25%
Barclays
92
Barclays
United Kingdom
$81K -$91.8K -1,771 -57%
AC
93
Alexandria Capital
Virginia
$64K – – –
U
94
UBS
Switzerland
$54K +$46.2K +892 New
BG
95
BlackRock Group
United Kingdom
$48K – – –
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$43K – – –
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$16K -$32.8K -633 -70%
CEMP
98
Compass Efficient Model Portfolios
Tennessee
$8K – – –
TWI
99
Thomas White International
Illinois
$8K – – –
Creative Planning
100
Creative Planning
Kansas
$8K +$6.74K +130 New
1 2 3
4
5

ALG Hedge Fund Activity: Q4 2013 in Review

102 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2013, worth a combined $484M — up 24% from $389M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ALG positions and 8 closed out — a net gain of 4 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Invesco, adding an estimated $2.9M. The largest seller was Zuckerman Investment Group, cutting an estimated $8.91M.

  • 102 institutional investors held Alamo Group (ALG) as of Q4 2013, up from 99 in Q3 2013.
  • Funds reported $484M of Alamo Group stock for Q4 2013, up 24% quarter-over-quarter.
  • 12 funds opened new Alamo Group positions in Q4 2013 and 8 closed out, a net change of +4 holders.
  • The largest Alamo Group buyer in Q4 2013 was Invesco, an estimated $2.9M added.
  • The largest Alamo Group seller in Q4 2013 was Zuckerman Investment Group, an estimated $8.91M sold.

Based on aggregated 13F filings for Q4 2013.