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Alamo Group

123 hedge funds and large institutions have $628M invested in Alamo Group in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $471M → $628M (+$157M)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 119123 (+4)

2.03% more ownership

Funds ownership: 85.99%88.02% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 45

Holders
123
Holders Change
+4
Holders Change %
+3.36%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
35
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$107M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$62.3M -$213K -4,108 -0.4%
RA
3
Royce & Associates
New York
$55.5M -$4.28M -82,579 -9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$38.2M +$489K +9,430 +2%
Goldman Sachs
5
Goldman Sachs
New York
$28.3M +$12.2M +234,704 +110%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$20.3M -$518 -10 -0%
KCM
7
Kennedy Capital Management
Missouri
$20.1M +$1.38M +26,541 +9%
HCM
8
Hodges Capital Management
Texas
$20M +$860K +16,590 +6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$19.4M +$1.01M +19,544 +7%
BIT
10
BlackRock Institutional Trust
California
$14.5M +$657K +12,673 +6%
Ameriprise
11
Ameriprise
Minnesota
$14.4M -$1.12M -21,524 -9%
HW
12
Hancock Whitney
Mississippi
$11.9M +$47K +906 +0.5%
BFA
13
BlackRock Fund Advisors
California
$11.3M -$186K -3,590 -2%
Boston Partners
14
Boston Partners
Massachusetts
$11.2M -$3.43M -66,147 -27%
ICOM
15
Investment Counselors of Maryland
Maryland
$11.1M +$9.12M +175,936 New
TAM
16
Third Avenue Management
New York
$11M +$1.43M +27,543 +19%
Franklin Resources
17
Franklin Resources
California
$10.2M -$93.3K -1,800 -1%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$9.56M
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$8.33M -$83K -1,602 -1%
PAIM
20
Punch & Associates Investment Management
Minnesota
$7.88M -$43.7K -844 -0.7%
State Street
21
State Street
Massachusetts
$7.37M +$16.8K +324 +0.3%
LSV Asset Management
22
LSV Asset Management
Illinois
$6.76M -$99.9K -1,928 -2%
Northern Trust
23
Northern Trust
Illinois
$6.53M +$1.26M +24,380 +31%
Morgan Stanley
24
Morgan Stanley
New York
$5.86M +$1.21M +23,344 +34%
BPIM
25
Brant Point Investment Management
New York
$5.68M -$6.46M -124,700 -58%

ALG Hedge Fund Activity: Q1 2015 in Review

123 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2015, worth a combined $628M — up 33% from $471M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ALG positions and 14 closed out — a net gain of 4 holders — while 35 added to existing stakes and 45 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12.2M. The largest seller was Brant Point Investment Management, cutting an estimated $6.46M.

  • 123 institutional investors held Alamo Group (ALG) as of Q1 2015, up from 119 in Q4 2014.
  • Funds reported $628M of Alamo Group stock for Q1 2015, up 33% quarter-over-quarter.
  • 18 funds opened new Alamo Group positions in Q1 2015 and 14 closed out, a net change of +4 holders.
  • The largest Alamo Group buyer in Q1 2015 was Goldman Sachs, an estimated $12.2M added.
  • The largest Alamo Group seller in Q1 2015 was Brant Point Investment Management, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2015.