We are live on ! Find out more
ALG icon

Alamo Group
ALG

145 hedge funds and large institutions have $841M invested in Alamo Group in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 45

0.76% more ownership

Funds ownership: 91.85% → 92.61% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 149 → 145 (-4)

15% less capital invested

Capital invested by funds: $987M → $841M (-$146M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
145
Holders Change
-4
Holders Change %
-2.68%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
56
Reduced
45
Closed
23
Calls
$534K
Puts
–
Net Calls
+$534K
Net Calls Change
-$245K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.64M
2
CI
Cambiar Investors
Colorado
+$4M
3
Victory Capital Management
Victory Capital Management
Texas
+$3.21M
4
WC
Walthausen & Co
New York
+$3.19M
5
RA
Royce & Associates
New York
+$2.89M

Top Sellers

Rank Fund Capital Flow
1
HCS
Harvest Capital Strategies
California
-$3.42M
2
Millennium Management
Millennium Management
New York
-$3.07M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.67M
4
Bank of America
Bank of America
North Carolina
-$2.67M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
101
UBS AM
Illinois
$278K – – –
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$277K -$51.6K -620 -15%
AG
103
Algert Global
California
$258K – – –
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$255K +$83.6K +1,004 +44%
ARTA
105
A.R.T. Advisors
New York
$251K -$24.1K -289 -8%
SOADOR
106
State of Alaska Department of Revenue
Alaska
$248K +$6.25K +75 +2%
GAM
107
Gotham Asset Management
New York
$232K +$250K +3,004 New
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$231K – – –
MSA
109
Mason Street Advisors
Wisconsin
$231K +$11.5K +138 +5%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$229K – – –
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$198K – – –
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$166K -$460K -5,520 -72%
M
113
MOTCO
Texas
$155K – – –
SCM
114
Silvant Capital Management
Georgia
$129K -$108K -1,294 -44%
FIB
115
First Interstate Bank
Montana
$110K – – –
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$82K – – –
AIP
117
Ameritas Investment Partners
Nebraska
$63K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$44K +$4.67K +56 +11%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K +$4.67K +56 +11%
OAM
120
Oppenheimer Asset Management
New York
$43K +$45.9K +551 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$34K -$83 -1 -0.2%
AssetMark Inc
122
AssetMark Inc
California
$28K +$2.08K +25 +7%
FHA
123
First Horizon Advisors
Tennessee
$24K – – –
LIA
124
LS Investment Advisors
Michigan
$21K -$50.5K -606 -69%
MOACM
125
Mutual of America Capital Management
New York
$18K +$4.58K +55 +30%
3 4
5
6 7

ALG Hedge Fund Activity: Q4 2018 in Review

145 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2018, worth a combined $841M — down 15% from $987M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ALG and 19 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $8.64M. The largest seller was Harvest Capital Strategies, exiting entirely with an estimated $3.42M sold.

  • 145 institutional investors held Alamo Group (ALG) as of Q4 2018, down from 149 in Q3 2018.
  • Funds reported $841M of Alamo Group stock for Q4 2018, down 15% quarter-over-quarter.
  • 19 funds opened new Alamo Group positions in Q4 2018 and 23 closed out, a net change of -4 holders.
  • The largest Alamo Group buyer in Q4 2018 was Invesco, an estimated $8.64M added.
  • The largest Alamo Group seller in Q4 2018 was Harvest Capital Strategies, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2018.