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Alamo Group

230 hedge funds and large institutions have $2.43B invested in Alamo Group in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.67M | Put options by funds: $1.72M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

25% more capital invested

Capital invested by funds: $1.94B → $2.43B (+$490M)

3.7% more ownership

Funds ownership: 91.47%95.17% (+3.7%)

0% more funds holding

Funds holding: 229230 (+1)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
230
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
71
Reduced
91
Closed
21
Calls
$2.67M
Puts
$1.72M
Net Calls
+$945K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$356M +$4.96M +27,088 +2%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$286M
Vanguard Group
3
Vanguard Group
Pennsylvania
$160M +$1.3M +7,121 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$140M +$65.8M +359,897 +118%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$129M -$191K -1,044 -0.2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$120M +$527K +2,881 +0.5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$83.9M +$21.9M +119,636 +43%
State Street
8
State Street
Massachusetts
$78.9M +$2.48M +13,554 +4%
Victory Capital Management
9
Victory Capital Management
Texas
$69.7M -$3.31M -18,113 -5%
WHG
10
Westwood Holdings Group
Texas
$67.9M -$3.18M -17,368 -5%
VNIM
11
Vaughan Nelson Investment Management
Texas
$56.2M +$2.59M +14,155 +6%
GKIM
12
GW&K Investment Management
Massachusetts
$56M -$11.5M -62,916 -19%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$45.4M +$1.99M +10,894 +5%
NPIC
14
Neumeier Poma Investment Counsel
California
$41.8M -$272K -1,485 -0.7%
Northern Trust
15
Northern Trust
Illinois
$41.2M -$1.74M -9,505 -5%
Fayez Sarofim & Co
16
Fayez Sarofim & Co
Texas
$33.1M
Goldman Sachs
17
Goldman Sachs
New York
$30.2M -$94.6K -517 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$28.9M +$661K +3,613 +3%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$25.4M +$75.5K +413 +0.3%
Charles Schwab
20
Charles Schwab
California
$25.2M -$32.7K -179 -0.1%
KCM
21
Kennedy Capital Management
Missouri
$25.2M -$2.92M -15,936 -12%
Franklin Resources
22
Franklin Resources
California
$23.5M +$8.6K +47 +0%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.4M -$848K -4,638 -5%
Invesco
24
Invesco
Georgia
$20.2M +$1.11M +6,067 +7%
GIP
25
Granite Investment Partners
California
$17.2M -$4.11M -22,492 -22%

ALG Hedge Fund Activity: Q4 2023 in Review

230 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q4 2023, worth a combined $2.43B — up 25% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ALG positions and 21 closed out — a net gain of 6 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.8M. The largest seller was GW&K Investment Management, cutting an estimated $11.5M.

  • 230 institutional investors held Alamo Group (ALG) as of Q4 2023, up from 229 in Q3 2023.
  • Funds reported $2.43B of Alamo Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 27 funds opened new Alamo Group positions in Q4 2023 and 21 closed out, a net change of +6 holders.
  • The largest Alamo Group buyer in Q4 2023 was Morgan Stanley, an estimated $65.8M added.
  • The largest Alamo Group seller in Q4 2023 was GW&K Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2023.