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Alamo Group

98 hedge funds and large institutions have $331M invested in Alamo Group in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 66.62%66.52% (-0.1%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

11% less funds holding

Funds holding: 11098 (-12)

24% less capital invested

Capital invested by funds: $437M → $331M (-$106M)

60% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 20

Holders
98
Holders Change
-12
Holders Change %
-10.91%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
35
Reduced
36
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$69.7M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41.1M +$291K +6,060 +0.6%
RA
3
Royce & Associates
New York
$40.3M -$3.57M -74,319 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$18.4M -$1.29M -26,741 -6%
TAM
5
Third Avenue Management
New York
$18.1M -$165K -3,437 -0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.5M +$131K +2,717 +1%
HCM
7
Hodges Capital Management
Texas
$10.1M +$1.78M +36,970 +18%
BIT
8
BlackRock Institutional Trust
California
$8.86M -$1.13M -23,495 -10%
Ameriprise
9
Ameriprise
Minnesota
$8.74M +$1.77M +36,833 +21%
HW
10
Hancock Whitney
Mississippi
$7.95M +$1.02M +21,236 +12%
Franklin Resources
11
Franklin Resources
California
$7.2M
BFA
12
BlackRock Fund Advisors
California
$6.75M -$502K -10,445 -6%
Fayez Sarofim & Co
13
Fayez Sarofim & Co
Texas
$6.21M
KCM
14
Kennedy Capital Management
Missouri
$6.2M +$7.27M +151,123 New
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$5.58M -$27.1K -564 -0.4%
Boston Partners
16
Boston Partners
Massachusetts
$5.49M +$3.62M +75,240 +128%
State Street
17
State Street
Massachusetts
$4.82M -$153K -3,178 -3%
LSV Asset Management
18
LSV Asset Management
Illinois
$4.47M -$159K -3,300 -3%
Northern Trust
19
Northern Trust
Illinois
$3.45M -$352K -7,322 -8%
GWI
20
Grace & White Inc
New York
$3.34M +$318K +6,613 +9%
WHG
21
Westwood Holdings Group
Texas
$3.33M +$3.91M +81,232 New
SO
22
STRS Ohio
Ohio
$3.28M +$2.97M +61,843 +341%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.24M +$721K +15,000 +23%
PAIM
24
Punch & Associates Investment Management
Minnesota
$2.82M +$12.2K +253 +0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.66M +$168K +3,504 +6%

ALG Hedge Fund Activity: Q3 2014 in Review

98 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q3 2014, worth a combined $331M — down 24% from $437M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of ALG and 8 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $7.27M. The largest seller was James Investment Research, exiting entirely with an estimated $4.75M sold.

  • 98 institutional investors held Alamo Group (ALG) as of Q3 2014, down from 110 in Q2 2014.
  • Funds reported $331M of Alamo Group stock for Q3 2014, down 24% quarter-over-quarter.
  • 8 funds opened new Alamo Group positions in Q3 2014 and 20 closed out, a net change of -12 holders.
  • The largest Alamo Group buyer in Q3 2014 was Kennedy Capital Management, an estimated $7.27M added.
  • The largest Alamo Group seller in Q3 2014 was James Investment Research, an estimated $4.75M sold.

Based on aggregated 13F filings for Q3 2014.