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Alamo Group

153 hedge funds and large institutions have $799M invested in Alamo Group in 2016 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $701M → $799M (+$98.4M)

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

9% more funds holding

Funds holding: 140153 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.61% less ownership

Funds ownership: 92.88%91.28% (-1.6%)

29% less call options, than puts

Call options by funds: $8.72M | Put options by funds: $12.3M

Holders
153
Holders Change
+13
Holders Change %
+9.29%
% of All Funds
3.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
54
Reduced
48
Closed
13
Calls
$8.72M
Puts
$12.3M
Net Calls
-$3.6M
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$129M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$73.8M -$227K -3,237 -0.3%
BFA
3
BlackRock Fund Advisors
California
$58.2M +$6.3M +89,800 +13%
Victory Capital Management
4
Victory Capital Management
Texas
$50.6M +$3.05M +43,436 +7%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$39.5M +$3.26M +46,423 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$34.6M +$548K +7,802 +2%
Franklin Resources
7
Franklin Resources
California
$31.9M -$2.28M -32,471 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$29.1M +$668K +9,516 +3%
BIT
9
BlackRock Institutional Trust
California
$19.8M +$33.9K +483 +0.2%
RA
10
Royce & Associates
New York
$19.3M -$7.17M -102,170 -29%
ICOM
11
Investment Counselors of Maryland
Maryland
$18.7M
GKIM
12
GW&K Investment Management
Massachusetts
$17.3M +$2M +28,439 +14%
State Street
13
State Street
Massachusetts
$15.2M +$1.21M +17,223 +9%
HW
14
Hancock Whitney
Mississippi
$14.2M -$1.03M -14,645 -7%
Northern Trust
15
Northern Trust
Illinois
$12.4M -$262K -3,740 -2%
KCM
16
Kennedy Capital Management
Missouri
$12.1M -$111K -1,586 -1%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$11.5M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.92M +$918K +13,081 +11%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$9.68M -$15.8K -225 -0.2%
OCG
20
Opus Capital Group
Ohio
$8.49M +$2.42M +34,507 +45%
BlackRock
21
BlackRock
New York
$8.25M -$181K -2,580 -2%
First Manhattan
22
First Manhattan
New York
$7.69M -$3.59M -51,177 -34%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.64M +$818K +11,663 +13%
WHG
24
Westwood Holdings Group
Texas
$7.14M +$254K +3,625 +4%
TAM
25
Third Avenue Management
New York
$6.54M -$723K -10,296 -11%

ALG Hedge Fund Activity: Q4 2016 in Review

153 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2016, worth a combined $799M — up 14% from $701M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ALG positions and 13 closed out — a net gain of 14 holders — while 54 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.3M. The largest seller was Fidelity Investments, cutting an estimated $10M.

  • 153 institutional investors held Alamo Group (ALG) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $799M of Alamo Group stock for Q4 2016, up 14% quarter-over-quarter.
  • 27 funds opened new Alamo Group positions in Q4 2016 and 13 closed out, a net change of +14 holders.
  • The largest Alamo Group buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $6.3M added.
  • The largest Alamo Group seller in Q4 2016 was Fidelity Investments, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2016.