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Alamo Group

102 hedge funds and large institutions have $484M invested in Alamo Group in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

24% more capital invested

Capital invested by funds: $389M → $484M (+$94.5M)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

3% more funds holding

Funds holding: 99102 (+3)

0.25% more ownership

Funds ownership: 65.77%66.02% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
39
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$103M
RA
2
Royce & Associates
New York
$72.3M -$35.5K -684 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.8M +$371K +7,162 +0.7%
TAM
4
Third Avenue Management
New York
$29.8M -$1.05M -20,288 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$24.7M +$353K +6,804 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.8M +$27K +520 +0.2%
BIT
7
BlackRock Institutional Trust
California
$13.8M -$660K -12,741 -5%
BFA
8
BlackRock Fund Advisors
California
$11.9M -$336K -6,476 -3%
Franklin Resources
9
Franklin Resources
California
$10.7M -$337K -6,500 -4%
Fayez Sarofim & Co
10
Fayez Sarofim & Co
Texas
$9.2M +$7.85M +151,500 New
HW
11
Hancock Whitney
Mississippi
$9.16M +$1.51M +29,110 +24%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$8.69M -$28.2K -544 -0.4%
State Street
13
State Street
Massachusetts
$7.51M +$154K +2,971 +2%
HCM
14
Hodges Capital Management
Texas
$6.63M +$255K +4,910 +5%
Northern Trust
15
Northern Trust
Illinois
$6.57M -$20.9K -403 -0.4%
Invesco
16
Invesco
Georgia
$5.01M +$2.9M +55,874 +210%
LSV Asset Management
17
LSV Asset Management
Illinois
$4.85M -$320K -6,182 -7%
GWI
18
Grace & White Inc
New York
$4.57M -$209K -4,024 -5%
JIR
19
James Investment Research
Ohio
$4.55M
PAIM
20
Punch & Associates Investment Management
Minnesota
$4.32M +$486K +9,381 +15%
GAM
21
Gotham Asset Management
New York
$3.99M +$800K +15,435 +31%
Deutsche Bank
22
Deutsche Bank
Germany
$3.5M -$374K -7,216 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.22M -$146K -2,821 -5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.22M +$160K +3,081 +6%
Renaissance Technologies
25
Renaissance Technologies
New York
$3.17M -$40.7K -785 -1%

ALG Hedge Fund Activity: Q4 2013 in Review

102 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2013, worth a combined $484M — up 24% from $389M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ALG positions and 8 closed out — a net gain of 4 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Invesco, adding an estimated $2.9M. The largest seller was Zuckerman Investment Group, cutting an estimated $8.91M.

  • 102 institutional investors held Alamo Group (ALG) as of Q4 2013, up from 99 in Q3 2013.
  • Funds reported $484M of Alamo Group stock for Q4 2013, up 24% quarter-over-quarter.
  • 12 funds opened new Alamo Group positions in Q4 2013 and 8 closed out, a net change of +4 holders.
  • The largest Alamo Group buyer in Q4 2013 was Invesco, an estimated $2.9M added.
  • The largest Alamo Group seller in Q4 2013 was Zuckerman Investment Group, an estimated $8.91M sold.

Based on aggregated 13F filings for Q4 2013.