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Alamo Group

110 hedge funds and large institutions have $437M invested in Alamo Group in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

8% more funds holding

Funds holding: 102110 (+8)

1% more capital invested

Capital invested by funds: $432M → $437M (+$4.43M)

0.93% more ownership

Funds ownership: 65.68%66.62% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

34% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 44

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
29
Reduced
44
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$92M
RA
2
Royce & Associates
New York
$57.3M -$5.18M -96,742 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.9M +$577K +10,779 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$25.7M +$845K +15,771 +3%
TAM
5
Third Avenue Management
New York
$24.1M -$822K -15,351 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.7M +$218K +4,073 +2%
BIT
7
BlackRock Institutional Trust
California
$13M -$257K -4,798 -2%
HCM
8
Hodges Capital Management
Texas
$11.4M +$3.75M +70,050 +50%
Ameriprise
9
Ameriprise
Minnesota
$9.54M +$9.41M +175,730 +26,426%
Franklin Resources
10
Franklin Resources
California
$9.49M
BFA
11
BlackRock Fund Advisors
California
$9.47M -$1.17M -21,848 -11%
HW
12
Hancock Whitney
Mississippi
$9.34M +$914K +17,069 +11%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$8.2M
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$7.39M -$149K -2,781 -2%
State Street
15
State Street
Massachusetts
$6.53M -$359K -6,699 -5%
LSV Asset Management
16
LSV Asset Management
Illinois
$6.08M +$1.79M +33,338 +42%
Northern Trust
17
Northern Trust
Illinois
$4.95M -$444K -8,298 -8%
JIR
18
James Investment Research
Ohio
$4.75M
GWI
19
Grace & White Inc
New York
$4.05M -$21.4K -400 -0.5%
PAIM
20
Punch & Associates Investment Management
Minnesota
$3.71M -$27.3K -509 -0.7%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.46M +$511K +9,544 +18%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.32M +$141K +2,625 +4%
Boston Partners
23
Boston Partners
Massachusetts
$3.18M +$3.15M +58,771 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.86M +$13.9K +260 +0.5%
Invesco
25
Invesco
Georgia
$2.37M +$1.85M +34,521 +374%

ALG Hedge Fund Activity: Q2 2014 in Review

110 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q2 2014, worth a combined $437M — up 1% from $432M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALG positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 44 trimmed.

The largest buyer was Ameriprise, adding an estimated $9.41M. The largest seller was Royce & Associates, cutting an estimated $5.18M.

  • 110 institutional investors held Alamo Group (ALG) as of Q2 2014, up from 102 in Q1 2014.
  • Funds reported $437M of Alamo Group stock for Q2 2014, up 1% quarter-over-quarter.
  • 15 funds opened new Alamo Group positions in Q2 2014 and 7 closed out, a net change of +8 holders.
  • The largest Alamo Group buyer in Q2 2014 was Ameriprise, an estimated $9.41M added.
  • The largest Alamo Group seller in Q2 2014 was Royce & Associates, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2014.