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Alamo Group

230 hedge funds and large institutions have $2.43B invested in Alamo Group in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $1.72M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.94B → $2.43B (+$490M)

3.7% more ownership

Funds ownership: 91.47%95.17% (+3.7%)

0% more funds holding

Funds holding: 229230 (+1)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
91
Closed
21
Calls
$2.67M
Puts
$1.72M
Net Calls
+$945K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
201
Park Place Capital
Alabama
$8.62K
HIM
202
Hillsdale Investment Management
Ontario, Canada
$6.31K
TCWA
203
Turtle Creek Wealth Advisors
Texas
$6.31K +$5.49K +30 New
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$6.18K
LFA
205
LGT Financial Advisors
Texas
$5.46K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$4.62K
WTG
207
West Tower Group
Virginia
$3.99K -$2.19K -12 -39%
VCM
208
Versant Capital Management
Arizona
$3.99K
PS
209
Principal Securities
Iowa
$3.99K +$3.48K +19 New
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$3.63K
Bessemer Group
211
Bessemer Group
New Jersey
$3K +$2.56K +14 New
BF
212
BOK Financial
Oklahoma
$2.73K
BIA
213
Bell Investment Advisors
California
$2.52K -$549 -3 -20%
CA
214
Clearstead Advisors
Ohio
$2.31K +$2.01K +11 New
LC
215
Lindbrook Capital
California
$2.1K
S
216
SignatureFD
Georgia
$2.1K
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$2K -$1.65K -9 -45%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1.89K
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$1.68K
AAP
220
Arax Advisory Partners
Colorado
$1.47K -$366 -2 -22%
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1.47K
SWM
222
Spire Wealth Management
Virginia
$1.23K
JWA
223
JFS Wealth Advisors
Pennsylvania
$841 -$183 -1 -20%
SIC
224
SJS Investment Consulting
Ohio
$632
AF
225
Allworth Financial
California
$631 -$183 -1 -25%

ALG Hedge Fund Activity: Q4 2023 in Review

230 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2023, worth a combined $2.43B — up 25% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ALG positions and 21 closed out — a net gain of 6 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.8M. The largest seller was GW&K Investment Management, cutting an estimated $11.5M.

  • 230 institutional investors held Alamo Group (ALG) as of Q4 2023, up from 229 in Q3 2023.
  • Funds reported $2.43B of Alamo Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 27 funds opened new Alamo Group positions in Q4 2023 and 21 closed out, a net change of +6 holders.
  • The largest Alamo Group buyer in Q4 2023 was Morgan Stanley, an estimated $65.8M added.
  • The largest Alamo Group seller in Q4 2023 was GW&K Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2023.