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Alamo Group

158 hedge funds and large institutions have $963M invested in Alamo Group in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

1.9% more ownership

Funds ownership: 91.68%93.58% (+1.9%)

4% more call options, than puts

Call options by funds: $714K | Put options by funds: $687K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 184158 (-26)

18% less capital invested

Capital invested by funds: $1.17B → $963M (-$211M)

59% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 41

Holders
158
Holders Change
-26
Holders Change %
-14.13%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
64
Reduced
54
Closed
41
Calls
$714K
Puts
$687K
Net Calls
+$27K
Net Calls Change
+$642K
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$154M
BlackRock
2
BlackRock
New York
$152M -$20.6M -203,176 -11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$80.6M -$2.72M -26,783 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$64.5M +$25.6M +252,089 +55%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.7M +$1.49M +14,710 +3%
Franklin Resources
6
Franklin Resources
California
$32.3M +$627K +6,178 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$31.2M -$1.84M -18,160 -5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$28.4M +$8.97M +88,400 +39%
State Street
9
State Street
Massachusetts
$24.7M +$3.2M +31,529 +13%
GKIM
10
GW&K Investment Management
Massachusetts
$21.5M +$4.4M +43,319 +22%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$20.9M +$3.49M +34,390 +17%
Northern Trust
12
Northern Trust
Illinois
$17.8M +$76K +749 +0.4%
WHG
13
Westwood Holdings Group
Texas
$16.7M +$4.39M +43,280 +31%
Invesco
14
Invesco
Georgia
$14.5M +$4.19M +41,323 +35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$14.1M -$356K -3,511 -2%
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$13.7M
KCM
17
Kennedy Capital Management
Missouri
$13.2M +$261K +2,573 +2%
NPIC
18
Neumeier Poma Investment Counsel
California
$12.4M +$13.9M +137,015 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$9.8M +$348K +3,430 +3%
RA
20
Royce & Associates
New York
$9.09M +$3.06M +30,186 +43%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$8.62M -$27.2K -268 -0.3%
AQR Capital Management
22
AQR Capital Management
Connecticut
$8.12M -$2.1M -20,695 -19%
HW
23
Hancock Whitney
Mississippi
$7.69M +$18.3K +180 +0.2%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.09M +$10.4K +103 +0.1%
Bank of America
25
Bank of America
North Carolina
$7.06M +$291K +2,865 +4%

ALG Hedge Fund Activity: Q2 2018 in Review

158 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q2 2018, worth a combined $963M — down 18% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of ALG and 17 opened new positions — a net loss of 24 holders — while 54 trimmed existing stakes and 64 added.

The largest buyer was Victory Capital Management, adding an estimated $25.6M. The largest seller was BlackRock, cutting an estimated $20.6M.

  • 158 institutional investors held Alamo Group (ALG) as of Q2 2018, down from 184 in Q1 2018.
  • Funds reported $963M of Alamo Group stock for Q2 2018, down 18% quarter-over-quarter.
  • 17 funds opened new Alamo Group positions in Q2 2018 and 41 closed out, a net change of -24 holders.
  • The largest Alamo Group buyer in Q2 2018 was Victory Capital Management, an estimated $25.6M added.
  • The largest Alamo Group seller in Q2 2018 was BlackRock, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2018.