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Alamo Group

155 hedge funds and large institutions have $1.06B invested in Alamo Group in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $977K

4.71% more ownership

Funds ownership: 96.16%100.87% (+4.7%)

6% less funds holding

Funds holding: 165155 (-10)

26% less capital invested

Capital invested by funds: $1.43B → $1.06B (-$368M)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

31% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 64

Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
44
Reduced
64
Closed
28
Calls
$1.51M
Puts
$977K
Net Calls
+$532K
Net Calls Change
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$141M +$101M +873,602 +122%
BlackRock
2
BlackRock
New York
$130M -$10M -87,207 -6%
LAMI
3
Longview Asset Management (Illinois)
Illinois
$121M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.5M -$1.55M -13,453 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$59.7M +$1.45M +12,560 +2%
VNIM
6
Vaughan Nelson Investment Management
Texas
$30.3M +$8.56M +74,345 +28%
GKIM
7
GW&K Investment Management
Massachusetts
$26.5M +$3.91M +33,995 +13%
State Street
8
State Street
Massachusetts
$26.5M +$1.45M +12,611 +4%
Wells Fargo
9
Wells Fargo
California
$26M -$849K -7,371 -2%
ACM
10
Atlanta Capital Management
Georgia
$23M +$1.08M +9,345 +4%
Franklin Resources
11
Franklin Resources
California
$22.2M -$1.55M -13,453 -5%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$21.4M -$12.9M -111,800 -32%
Northern Trust
13
Northern Trust
Illinois
$21M +$93.9K +815 +0.3%
NPIC
14
Neumeier Poma Investment Counsel
California
$17.5M -$23K -200 -0.1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$14.6M +$10.8M +93,990 +133%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$13.6M -$1.61M -14,000 -8%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$13.4M
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$12.2M +$603K +5,234 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.1M +$874K +7,591 +6%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$12.1M -$1.88M -16,318 -11%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.9M +$797K +6,921 +5%
WHG
22
Westwood Holdings Group
Texas
$11M -$2.01M -17,434 -12%
NIMC
23
NWQ Investment Management Company
California
$10.9M -$1.68M -14,568 -11%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$10.5M -$4.13M -35,830 -23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.4M -$951K -8,254 -7%

ALG Hedge Fund Activity: Q1 2020 in Review

155 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2020, worth a combined $1.06B — down 26% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ALG and 20 opened new positions — a net loss of 8 holders — while 64 trimmed existing stakes and 44 added.

The largest buyer was Victory Capital Management, adding an estimated $101M. The largest seller was Goldman Sachs, cutting an estimated $22.4M.

  • 155 institutional investors held Alamo Group (ALG) as of Q1 2020, down from 165 in Q4 2019.
  • Funds reported $1.06B of Alamo Group stock for Q1 2020, down 26% quarter-over-quarter.
  • 20 funds opened new Alamo Group positions in Q1 2020 and 28 closed out, a net change of -8 holders.
  • The largest Alamo Group buyer in Q1 2020 was Victory Capital Management, an estimated $101M added.
  • The largest Alamo Group seller in Q1 2020 was Goldman Sachs, an estimated $22.4M sold.

Based on aggregated 13F filings for Q1 2020.