Alamo Group
140 hedge funds and large institutions have $701M invested in Alamo Group in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 12 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
0% more funds holding
Funds holding: 140 → 140 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
0% less capital invested
Capital invested by funds: $703M → $701M (-$2.08M)
0.31% less ownership
Funds ownership: 93.19% → 92.88% (-0.31%)
2% less call options, than puts
Call options by funds: $448K | Put options by funds: $456K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$8.08M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.06M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.37M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.98M |
| 5 |
Goldman Sachs
New York
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$15M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$6.18M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$3.66M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.87M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
151
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7K | -100 | Closed |
|
152
Walleye Trading
New York
| – | -$7K | -100 | Closed |
|
ALG Hedge Fund Activity: Q3 2016 in Review
140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q3 2016, worth a combined $701M — down 0.3% from $703M a quarter earlier.
Fund positioning in ALG was balanced in Q3 2016: 12 funds opened new positions, 12 closed out, 55 added to existing stakes and 34 trimmed.
The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $8.08M. The largest seller was Royce & Associates, cutting an estimated $15M.
- 140 institutional investors held Alamo Group (ALG) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $701M of Alamo Group stock for Q3 2016, down 0.3% quarter-over-quarter.
- 12 funds opened new Alamo Group positions in Q3 2016 and 12 closed out, a net change of 0 holders.
- The largest Alamo Group buyer in Q3 2016 was Pictet Asset Management (UK), an estimated $8.08M added.
- The largest Alamo Group seller in Q3 2016 was Royce & Associates, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2016.