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Alamo Group

151 hedge funds and large institutions have $795M invested in Alamo Group in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $387K | Put options by funds: $251K

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $799M → $795M (-$4.56M)

0.71% less ownership

Funds ownership: 91.28%90.57% (-0.71%)

1% less funds holding

Funds holding: 153151 (-2)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

Holders
151
Holders Change
-2
Holders Change %
-1.31%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
55
Closed
18
Calls
$387K
Puts
$251K
Net Calls
+$136K
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$130M
BlackRock
2
BlackRock
New York
$97.2M +$89.1M +1,167,004 +1,076%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$73.7M -$240K -3,141 -0.3%
Victory Capital Management
4
Victory Capital Management
Texas
$53M +$2.28M +29,830 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$40.5M +$958K +12,544 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$37.8M +$3.14M +41,187 +9%
Franklin Resources
7
Franklin Resources
California
$31.7M -$262K -3,430 -0.8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$26.4M -$2.78M -36,398 -10%
ICOM
9
Investment Counselors of Maryland
Maryland
$18.6M -$99.3K -1,300 -0.5%
GKIM
10
GW&K Investment Management
Massachusetts
$18.2M +$885K +11,594 +5%
RA
11
Royce & Associates
New York
$16.4M -$2.98M -39,000 -15%
State Street
12
State Street
Massachusetts
$16.2M +$989K +12,951 +6%
HW
13
Hancock Whitney
Mississippi
$14.2M -$12.2K -160 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$13.7M +$3.73M +48,873 +37%
Northern Trust
15
Northern Trust
Illinois
$13.2M +$818K +10,713 +7%
KCM
16
Kennedy Capital Management
Missouri
$11.6M -$469K -6,138 -4%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$11.5M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$9.59M +$1.94M +25,425 +25%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$9.55M -$138K -1,810 -1%
AQR Capital Management
20
AQR Capital Management
Connecticut
$8.07M +$1.68M +22,018 +26%
First Manhattan
21
First Manhattan
New York
$7.66M -$38.2K -500 -0.5%
WHG
22
Westwood Holdings Group
Texas
$6.89M -$262K -3,425 -4%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.75M +$193K +2,522 +3%
GWI
24
Grace & White Inc
New York
$5.38M -$736K -9,639 -12%
TAM
25
Third Avenue Management
New York
$5.3M -$1.26M -16,500 -19%

ALG Hedge Fund Activity: Q1 2017 in Review

151 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2017, worth a combined $795M — down 0.57% from $799M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ALG positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $89.1M. The largest seller was Opus Capital Group, exiting entirely with an estimated $8.49M sold.

  • 151 institutional investors held Alamo Group (ALG) as of Q1 2017, down from 153 in Q4 2016.
  • Funds reported $795M of Alamo Group stock for Q1 2017, down 0.57% quarter-over-quarter.
  • 22 funds opened new Alamo Group positions in Q1 2017 and 18 closed out, a net change of +4 holders.
  • The largest Alamo Group buyer in Q1 2017 was BlackRock, an estimated $89.1M added.
  • The largest Alamo Group seller in Q1 2017 was Opus Capital Group, an estimated $8.49M sold.

Based on aggregated 13F filings for Q1 2017.