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Alamo Group

207 hedge funds and large institutions have $2.02B invested in Alamo Group in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $1.18M

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more capital invested

Capital invested by funds: $1.47B → $2.02B (+$552M)

11% more funds holding

Funds holding: 186207 (+21)

0.08% less ownership

Funds ownership: 91.88%91.8% (-0.08%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
207
Holders Change
+21
Holders Change %
+11.29%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
62
Reduced
72
Closed
13
Calls
$8.38M
Puts
$1.18M
Net Calls
+$7.2M
Net Calls Change
+$7.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$306M +$4.66M +28,326 +2%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$251M
Vanguard Group
3
Vanguard Group
Pennsylvania
$130M +$2.35M +14,283 +2%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$120M -$4.23M -25,679 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$113M -$343K -2,085 -0.3%
Victory Capital Management
6
Victory Capital Management
Texas
$101M -$22.7M -137,923 -20%
State Street
7
State Street
Massachusetts
$65.8M +$1.33M +8,067 +2%
GKIM
8
GW&K Investment Management
Massachusetts
$61.1M +$108K +654 +0.2%
WHG
9
Westwood Holdings Group
Texas
$60.2M -$13.1M -79,356 -20%
Morgan Stanley
10
Morgan Stanley
New York
$52.9M +$1.53M +9,303 +3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$48.7M -$408K -2,481 -0.9%
VNIM
12
Vaughan Nelson Investment Management
Texas
$48.4M -$854K -5,190 -2%
Northern Trust
13
Northern Trust
Illinois
$41.1M -$1.5M -9,128 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$34.9M +$1.47M +8,929 +5%
NPIC
15
Neumeier Poma Investment Counsel
California
$33.8M +$7.42M +45,075 +32%
GIP
16
Granite Investment Partners
California
$30.6M +$28.8K +175 +0.1%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$27.9M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$25.3M -$2.15M -13,085 -9%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$25.2M -$2.06M -12,525 -8%
Franklin Resources
20
Franklin Resources
California
$25.1M -$1.76M -10,667 -7%
Charles Schwab
21
Charles Schwab
California
$22M +$627K +3,811 +3%
KCM
22
Kennedy Capital Management
Missouri
$21.9M -$1.03M -6,241 -5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.7M -$179K -1,088 -1%
Invesco
24
Invesco
Georgia
$16.6M +$345K +2,096 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$13.9M +$1.23M +7,446 +11%

ALG Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2023, worth a combined $2.02B — up 38% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ALG positions and 13 closed out — a net gain of 22 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, adding an estimated $7.42M. The largest seller was Victory Capital Management, cutting an estimated $22.7M.

  • 207 institutional investors held Alamo Group (ALG) as of Q1 2023, up from 186 in Q4 2022.
  • Funds reported $2.02B of Alamo Group stock for Q1 2023, up 38% quarter-over-quarter.
  • 35 funds opened new Alamo Group positions in Q1 2023 and 13 closed out, a net change of +22 holders.
  • The largest Alamo Group buyer in Q1 2023 was Neumeier Poma Investment Counsel, an estimated $7.42M added.
  • The largest Alamo Group seller in Q1 2023 was Victory Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2023.