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Alamo Group

149 hedge funds and large institutions have $1.12B invested in Alamo Group in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

1% more capital invested

Capital invested by funds: $1.11B → $1.12B (+$6.48M)

0.51% more ownership

Funds ownership: 94.83%95.33% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 161149 (-12)

21% less call options, than puts

Call options by funds: $520K | Put options by funds: $660K

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
149
Holders Change
-12
Holders Change %
-7.45%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
59
Reduced
48
Closed
22
Calls
$520K
Puts
$660K
Net Calls
-$140K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
LAMI
1
Longview Asset Management (Illinois)
Illinois
$170M
BlackRock
2
BlackRock
New York
$152M +$1.03M +10,371 +0.7%
Victory Capital Management
3
Victory Capital Management
Texas
$75.6M -$1.27M -12,680 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.6M -$5.84M -58,501 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.4M +$1,000K +10,021 +2%
Franklin Resources
6
Franklin Resources
California
$33.8M -$1.22M -12,216 -3%
State Street
7
State Street
Massachusetts
$30.6M +$1.05M +10,478 +4%
NIMC
8
NWQ Investment Management Company
California
$28.4M -$2.73M -27,380 -9%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$27.4M +$27.4M +274,600 New
GKIM
10
GW&K Investment Management
Massachusetts
$25.1M -$426K -4,270 -2%
Northern Trust
11
Northern Trust
Illinois
$23.1M +$1.87M +18,747 +9%
ACM
12
Atlanta Capital Management
Georgia
$21.9M +$10.2M +102,235 +87%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$21.5M -$3.05M -30,614 -12%
Goldman Sachs
14
Goldman Sachs
New York
$19.6M -$121K -1,213 -0.6%
NPIC
15
Neumeier Poma Investment Counsel
California
$19.6M +$1.22M +12,200 +7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$19M -$13.7M -137,119 -42%
WHG
17
Westwood Holdings Group
Texas
$18M -$2.12M -21,268 -11%
Invesco
18
Invesco
Georgia
$16.8M -$459K -4,603 -3%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$15.1M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.1M -$25.8K -259 -0.2%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$13.3M +$9.98K +100 +0.1%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$12.9M +$3.84M +38,495 +42%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$12M +$812K +8,137 +7%
EIP
24
Epoch Investment Partners
New York
$11.8M +$324K +3,246 +3%
KCM
25
Kennedy Capital Management
Missouri
$10.9M -$3.61M -36,227 -25%

ALG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q2 2019, worth a combined $1.12B — up 0.58% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of ALG and 14 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 59 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $27.4M. The largest seller was PNC Financial Services Group, cutting an estimated $13.7M.

  • 149 institutional investors held Alamo Group (ALG) as of Q2 2019, down from 161 in Q1 2019.
  • Funds reported $1.12B of Alamo Group stock for Q2 2019, up 0.58% quarter-over-quarter.
  • 14 funds opened new Alamo Group positions in Q2 2019 and 22 closed out, a net change of -8 holders.
  • The largest Alamo Group buyer in Q2 2019 was Mawer Investment Management, an estimated $27.4M added.
  • The largest Alamo Group seller in Q2 2019 was PNC Financial Services Group, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2019.