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Alamo Group

119 hedge funds and large institutions have $471M invested in Alamo Group in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

42% more capital invested

Capital invested by funds: $331M → $471M (+$140M)

21% more funds holding

Funds holding: 98119 (+21)

19.47% more ownership

Funds ownership: 66.52%85.99% (+19%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
119
Holders Change
+21
Holders Change %
+21.43%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
43
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$82.4M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$48M -$493K -11,036 -1%
RA
3
Royce & Associates
New York
$46.6M -$1.02M -22,724 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28.9M +$6.63M +148,411 +33%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.6M +$14.4M +321,820 New
HCM
6
Hodges Capital Management
Texas
$14.6M +$2.41M +53,876 +22%
KCM
7
Kennedy Capital Management
Missouri
$14.2M +$6.31M +141,090 +93%
Vanguard Group
8
Vanguard Group
Pennsylvania
$13.9M +$1.4M +31,406 +12%
Ameriprise
9
Ameriprise
Minnesota
$12.1M +$1.61M +36,087 +17%
Boston Partners
10
Boston Partners
Massachusetts
$11.8M +$4.88M +109,054 +81%
BIT
11
BlackRock Institutional Trust
California
$10.5M +$3.35K +75 +0%
BPIM
12
Brant Point Investment Management
New York
$10.4M +$9.6M +214,700 New
Goldman Sachs
13
Goldman Sachs
New York
$10.3M +$9.22M +206,299 +2,827%
HW
14
Hancock Whitney
Mississippi
$9.06M -$311K -6,959 -4%
BFA
15
BlackRock Fund Advisors
California
$8.86M +$817K +18,273 +11%
Franklin Resources
16
Franklin Resources
California
$7.92M -$541K -12,100 -7%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$7.34M
TAM
18
Third Avenue Management
New York
$7.09M -$13.2M -294,834 -67%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$6.47M -$108K -2,426 -2%
PAIM
20
Punch & Associates Investment Management
Minnesota
$6.09M +$2.54M +56,850 +83%
State Street
21
State Street
Massachusetts
$5.64M -$45.9K -1,026 -0.9%
Renaissance Technologies
22
Renaissance Technologies
New York
$5.36M +$1.41M +31,600 +40%
LSV Asset Management
23
LSV Asset Management
Illinois
$5.28M
GWI
24
Grace & White Inc
New York
$3.95M
WHG
25
Westwood Holdings Group
Texas
$3.95M +$14.8K +332 +0.4%

ALG Hedge Fund Activity: Q4 2014 in Review

119 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2014, worth a combined $471M — up 42% from $331M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ALG positions and 5 closed out — a net gain of 23 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $14.4M. The largest seller was Third Avenue Management, cutting an estimated $13.2M.

  • 119 institutional investors held Alamo Group (ALG) as of Q4 2014, up from 98 in Q3 2014.
  • Funds reported $471M of Alamo Group stock for Q4 2014, up 42% quarter-over-quarter.
  • 28 funds opened new Alamo Group positions in Q4 2014 and 5 closed out, a net change of +23 holders.
  • The largest Alamo Group buyer in Q4 2014 was T. Rowe Price Associates, an estimated $14.4M added.
  • The largest Alamo Group seller in Q4 2014 was Third Avenue Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2014.