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Alamo Group
ALG

119 hedge funds and large institutions have $471M invested in Alamo Group in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

42% more capital invested

Capital invested by funds: $331M → $471M (+$140M)

21% more funds holding

Funds holding: 98 → 119 (+21)

19.47% more ownership

Funds ownership: 66.52% → 85.99% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
43
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$14.4M
2
BPIM
Brant Point Investment Management
New York
+$9.6M
3
Goldman Sachs
Goldman Sachs
New York
+$9.22M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.63M
5
KCM
Kennedy Capital Management
Missouri
+$6.31M

Top Sellers

Rank Fund Capital Flow
1
TAM
Third Avenue Management
New York
-$13.2M
2
RA
Royce & Associates
New York
-$1.02M
3
Franklin Resources
Franklin Resources
California
-$541K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$493K
5
MPAM
Monarch Partners Asset Management
Massachusetts
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
101
Legal & General Group
United Kingdom
$56K – – –
AC
102
Alexandria Capital
Virginia
$51K – – –
BG
103
BlackRock Group
United Kingdom
$39K – – –
UBS Group
104
UBS Group
Switzerland
$35K +$32.7K +732 New
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$34K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$18K -$60.5K -1,354 -79%
MAA
107
Managed Account Advisors
New Jersey
$18K -$7.69K -172 -32%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$13K +$626 +14 +5%
WA
109
WFG Advisors
Texas
$10K +$8.94K +200 New
BlackRock
110
BlackRock
New York
$8K – – –
TWI
111
Thomas White International
Illinois
$6K – – –
NPC
112
National Planning Corporation
California
$4.93K +$4.47K +100 New
TWA
113
TCI Wealth Advisors
Arizona
$4K – – –
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$2K – – –
MFS
115
MSI Financial Services
Massachusetts
$2K +$1.74K +39 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$1K -$16.2K -362 -95%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$234 +$2.33K +52 +1%
BRWA
119
B. Riley Wealth Advisors
Florida
$14 +$12.6K +281 New
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
– -$377K -9,200 Closed
AQR Capital Management
121
AQR Capital Management
Connecticut
– -$202K -4,924 Closed
OSAM
122
O'Shaughnessy Asset Management
Connecticut
– -$85K -2,068 Closed
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
– -$16.5K -402 Closed
Creative Planning
124
Creative Planning
Kansas
– -$14K -350 Closed
1 2 3 4
5

ALG Hedge Fund Activity: Q4 2014 in Review

119 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2014, worth a combined $471M — up 42% from $331M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ALG positions and 5 closed out — a net gain of 23 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $14.4M. The largest seller was Third Avenue Management, cutting an estimated $13.2M.

  • 119 institutional investors held Alamo Group (ALG) as of Q4 2014, up from 98 in Q3 2014.
  • Funds reported $471M of Alamo Group stock for Q4 2014, up 42% quarter-over-quarter.
  • 28 funds opened new Alamo Group positions in Q4 2014 and 5 closed out, a net change of +23 holders.
  • The largest Alamo Group buyer in Q4 2014 was T. Rowe Price Associates, an estimated $14.4M added.
  • The largest Alamo Group seller in Q4 2014 was Third Avenue Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2014.