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Alamo Group
ALG

121 hedge funds and large institutions have $564M invested in Alamo Group in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

11% more funds holding

Funds holding: 109 → 121 (+12)

3% more capital invested

Capital invested by funds: $550M → $564M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.45% less ownership

Funds ownership: 92.43% → 90.98% (-1.5%)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

Holders
121
Holders Change
+12
Holders Change %
+11.01%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
35
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$12.3M
2
Franklin Resources
Franklin Resources
California
+$3.22M
3
Millennium Management
Millennium Management
New York
+$2.52M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.35M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16M
2
RA
Royce & Associates
New York
-$6.58M
3
Ameriprise
Ameriprise
Minnesota
-$4.91M
4
WHG
Westwood Holdings Group
Texas
-$4.46M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
101
Alexandria Capital
Virginia
$58K – – –
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$45K – – –
Bank of America
103
Bank of America
North Carolina
$37K -$12.4K -234 -26%
UBS Group
104
UBS Group
Switzerland
$33K -$26.7K -503 -45%
AIM
105
Acrospire Investment Management
Illinois
$32K +$30.5K +575 New
WHG
106
Westwood Holdings Group
Texas
$30K -$4.46M -83,956 -99%
IWMPD
107
Integrated Wealth Management (Palm Desert)
California
$21K – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15.7K +295 New
HW
109
Hancock Whitney
Mississippi
$11.3K +$113K +2,123 +1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$11K – – –
TWI
111
Thomas White International
Illinois
$11K – – –
IA
112
IFP Advisors
Florida
$10K +$53 +1 +1%
TRCT
113
Tower Research Capital (TRC)
New York
$9K -$2.44K -46 -23%
JFA
114
JNBA Financial Advisors
Minnesota
$6K +$5.31K +100 New
TWA
115
TCI Wealth Advisors
Arizona
$5K – – –
CG
116
Cutler Group
California
$5K +$5.31K +100 New
Geode Capital Management
117
Geode Capital Management
Massachusetts
$4.09K -$164K -3,093 -4%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3K +$106 +2 +4%
JP Morgan Chase
119
JP Morgan Chase
New York
$3K +$2.76K +52 New
DVM
120
Dreman Value Management
Florida
$2K +$2.02K +38 New
VCM
121
Versant Capital Management
Arizona
$1K – – –
Ameriprise
122
Ameriprise
Minnesota
– -$4.91M -94,148 Closed
Daiwa Securities Group
123
Daiwa Securities Group
Japan
– -$469K -9,000 Closed
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
– -$91.8K -1,762 Closed
Fuller & Thaler Asset Management
125
Fuller & Thaler Asset Management
California
– -$57K -1,100 Closed
2 3 4
5
6

ALG Hedge Fund Activity: Q1 2016 in Review

121 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2016, worth a combined $564M — up 2.6% from $550M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ALG positions and 8 closed out — a net gain of 12 holders — while 35 added to existing stakes and 45 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $12.3M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 121 institutional investors held Alamo Group (ALG) as of Q1 2016, up from 109 in Q4 2015.
  • Funds reported $564M of Alamo Group stock for Q1 2016, up 2.6% quarter-over-quarter.
  • 20 funds opened new Alamo Group positions in Q1 2016 and 8 closed out, a net change of +12 holders.
  • The largest Alamo Group buyer in Q1 2016 was Victory Capital Management, an estimated $12.3M added.
  • The largest Alamo Group seller in Q1 2016 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2016.