Alamo Group
140 hedge funds and large institutions have $703M invested in Alamo Group in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 16 closing their positions.
119% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more call options, than puts
Call options by funds: $567K | Put options by funds: $416K
25% more capital invested
Capital invested by funds: $564M → $703M (+$139M)
16% more funds holding
Funds holding: 121 → 140 (+19)
2.21% more ownership
Funds ownership: 90.98% → 93.19% (+2.2%)
7% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$22.2M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$11.6M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$5.22M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.72M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$21.3M |
| 2 |
Goldman Sachs
New York
|
-$7.85M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.25M |
| 4 |
Millennium Management
New York
|
-$4.14M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$3.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
151
Spark Investment Management
New York
| – | -$328K | -5,900 | Closed |
|
|
ARTA
152
A.R.T. Advisors
New York
| – | -$325K | -5,839 | Closed |
|
|
DTL
153
Dynamic Technology Lab
Singapore
| – | -$216K | -3,882 | Closed |
|
154
KBC Group
Brussels,
Belgium
| – | -$185K | -3,329 | Closed |
|
155
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -295 | Closed |
|
|
CG
156
Cutler Group
San Francisco,
California
| – | -$5.86K | -100 | Closed |
|
ALG Hedge Fund Activity: Q2 2016 in Review
140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q2 2016, worth a combined $703M — up 25% from $564M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ALG positions and 16 closed out — a net gain of 19 holders — while 38 added to existing stakes and 41 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $22.2M. The largest seller was Royce & Associates, cutting an estimated $21.3M.
- 140 institutional investors held Alamo Group (ALG) as of Q2 2016, up from 121 in Q1 2016.
- Funds reported $703M of Alamo Group stock for Q2 2016, up 25% quarter-over-quarter.
- 35 funds opened new Alamo Group positions in Q2 2016 and 16 closed out, a net change of +19 holders.
- The largest Alamo Group buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $22.2M added.
- The largest Alamo Group seller in Q2 2016 was Royce & Associates, an estimated $21.3M sold.
Based on aggregated 13F filings for Q2 2016.