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Alamo Group

153 hedge funds and large institutions have $1.12B invested in Alamo Group in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.06B → $1.12B (+$61.9M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 155153 (-2)

8.18% less ownership

Funds ownership: 100.87%92.7% (-8.2%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

47% less call options, than puts

Call options by funds: $319K | Put options by funds: $606K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
153
Holders Change
-2
Holders Change %
-1.29%
% of All Funds
3.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
50
Reduced
63
Closed
17
Calls
$319K
Puts
$606K
Net Calls
-$287K
Net Calls Change
-$819K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M +$3.32M +34,618 +2%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$140M
Victory Capital Management
3
Victory Capital Management
Texas
$72.3M -$85.2M -887,886 -56%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$70.8M -$232K -2,414 -0.3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$68.8M -$264K -2,749 -0.4%
VNIM
6
Vaughan Nelson Investment Management
Texas
$34.6M -$382K -3,984 -1%
Wells Fargo
7
Wells Fargo
California
$31.6M +$1.36M +14,208 +5%
State Street
8
State Street
Massachusetts
$31.1M +$490K +5,108 +2%
GKIM
9
GW&K Investment Management
Massachusetts
$30M -$600K -6,255 -2%
ACM
10
Atlanta Capital Management
Georgia
$27.9M +$1.27M +13,273 +5%
Franklin Resources
11
Franklin Resources
California
$25.4M -$1.05K -11 -0%
Northern Trust
12
Northern Trust
Illinois
$24.8M +$513K +5,344 +2%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$24.6M -$125K -1,300 -0.5%
NPIC
14
Neumeier Poma Investment Counsel
California
$20.4M +$76.7K +800 +0.4%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$18.4M +$7.27M +75,768 +74%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$16.8M -$62.1K -647 -0.4%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$15.6M
Wellington Management Group
18
Wellington Management Group
Massachusetts
$14.9M -$758K -7,900 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14.6M +$826K +8,612 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$14.4M +$469K +4,885 +4%
WHG
21
Westwood Holdings Group
Texas
$14.1M +$1.24M +12,945 +10%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$14M -$83.2K -867 -0.6%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$12.6M -$1.3M -13,500 -10%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$11.6M -$572K -5,960 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.2M -$761K -7,928 -7%

ALG Hedge Fund Activity: Q2 2020 in Review

153 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q2 2020, worth a combined $1.12B — up 5.8% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ALG and 16 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 50 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $7.27M. The largest seller was Victory Capital Management, cutting an estimated $85.2M.

  • 153 institutional investors held Alamo Group (ALG) as of Q2 2020, down from 155 in Q1 2020.
  • Funds reported $1.12B of Alamo Group stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 16 funds opened new Alamo Group positions in Q2 2020 and 17 closed out, a net change of -1 holder.
  • The largest Alamo Group buyer in Q2 2020 was T. Rowe Price Associates, an estimated $7.27M added.
  • The largest Alamo Group seller in Q2 2020 was Victory Capital Management, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.