Alamo Group
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.9M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$2.13M |
| 3 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$1.51M |
| 4 |
BlackRock
New York
|
+$950K |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$8.91M |
| 2 |
Goldman Sachs
New York
|
-$1.35M |
| 3 |
TAM
Third Avenue Management
New York
|
-$1.05M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$776K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$660K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
101
TCI Wealth Advisors
Tucson,
Arizona
| $5K | – | – | – |
|
102
BNP Paribas Financial Markets
Paris,
France
| $2.06K | +$1.76K | +34 | New |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $326 | -$3.11K | -60 | -1% |
|
|
104
Goldman Sachs
New York
| – | -$1.35M | -27,517 | Closed |
|
|
BGIM
105
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$776K | -15,860 | Closed |
|
|
SKK
106
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$266K | -5,447 | Closed |
|
|
GMIM
107
General Motors Investment Management
New York
| – | -$235K | -4,798 | Closed |
|
108
ProShare Advisors
Bethesda,
Maryland
| – | -$220K | -4,496 | Closed |
|
|
TRCT
109
Tower Research Capital (TRC)
New York
| – | -$49K | -996 | Closed |
|
110
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$16K | -319 | Closed |
|
|
BPBT
111
Boston Private Bank & Trust
Boston,
Massachusetts
| – | -$4K | -79 | Closed |
|
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.