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Alamo Group

229 hedge funds and large institutions have $1.94B invested in Alamo Group in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

57% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $1.59M

5% more funds holding

Funds holding: 219229 (+10)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 91.48%91.47% (-0.02%)

4% less capital invested

Capital invested by funds: $2.01B → $1.94B (-$75M)

15% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 88

Holders
229
Holders Change
+10
Holders Change %
+4.57%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
75
Reduced
88
Closed
18
Calls
$2.49M
Puts
$1.59M
Net Calls
+$899K
Net Calls Change
+$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$288M -$3.99M -22,273 -1%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$235M
Vanguard Group
3
Vanguard Group
Pennsylvania
$130M +$805K +4,492 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$106M -$327K -1,825 -0.3%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$98.2M -$5.98M -33,399 -6%
State Street
6
State Street
Massachusetts
$62.6M +$267K +1,488 +0.4%
Victory Capital Management
7
Victory Capital Management
Texas
$60.4M -$8.53M -47,609 -12%
WHG
8
Westwood Holdings Group
Texas
$58.8M +$1.39M +7,742 +2%
GKIM
9
GW&K Investment Management
Massachusetts
$57M +$337K +1,881 +0.6%
Morgan Stanley
10
Morgan Stanley
New York
$52.8M +$1.16M +6,502 +2%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$48.3M +$3.16M +17,646 +7%
VNIM
12
Vaughan Nelson Investment Management
Texas
$43.8M +$1.11M +6,215 +3%
Goldman Sachs
13
Goldman Sachs
New York
$43.2M -$1.58M -8,797 -32%
Northern Trust
14
Northern Trust
Illinois
$35.5M -$233K -1,303 -0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$35.5M +$1.29M +7,187 +4%
NPIC
16
Neumeier Poma Investment Counsel
California
$34.6M +$870K +4,855 +2%
Fayez Sarofim & Co
17
Fayez Sarofim & Co
Texas
$26.2M
KCM
18
Kennedy Capital Management
Missouri
$23.5M +$877K +4,893 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$23.2M -$363K -2,024 -1%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$20.8M -$2.5M -13,977 -10%
Charles Schwab
21
Charles Schwab
California
$20.8M +$527K +2,942 +3%
Franklin Resources
22
Franklin Resources
California
$19.3M -$866K -4,833 -4%
GIP
23
Granite Investment Partners
California
$18M +$104K +580 +0.6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.6M -$853K -4,762 -4%
Invesco
25
Invesco
Georgia
$15.6M +$2.09M +11,644 +15%

ALG Hedge Fund Activity: Q3 2023 in Review

229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q3 2023, worth a combined $1.94B — down 3.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new ALG positions and 18 closed out — a net gain of 13 holders — while 75 added to existing stakes and 88 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $5.66M. The largest seller was Victory Capital Management, cutting an estimated $8.53M.

  • 229 institutional investors held Alamo Group (ALG) as of Q3 2023, up from 219 in Q2 2023.
  • Funds reported $1.94B of Alamo Group stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 31 funds opened new Alamo Group positions in Q3 2023 and 18 closed out, a net change of +13 holders.
  • The largest Alamo Group buyer in Q3 2023 was Assenagon Asset Management, an estimated $5.66M added.
  • The largest Alamo Group seller in Q3 2023 was Victory Capital Management, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2023.