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Alamo Group

235 hedge funds and large institutions have $2.56B invested in Alamo Group in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $3.26M | Put options by funds: $1M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$127M)

2% more funds holding

Funds holding: 230235 (+5)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.95% less ownership

Funds ownership: 95.17%93.22% (-1.9%)

33% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 96

Holders
235
Holders Change
+5
Holders Change %
+2.17%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
30
Increased
64
Reduced
96
Closed
24
Calls
$3.26M
Puts
$1M
Net Calls
+$2.26M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$382M -$4.07M -19,452 -1%
LAMI
2
Longview Asset Management (Illinois)
Illinois
$311M
Vanguard Group
3
Vanguard Group
Pennsylvania
$172M -$1.52M -7,272 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M -$498K -2,380 -0.4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$137M +$5.9M +28,205 +5%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$92M +$800K +3,827 +1%
State Street
7
State Street
Massachusetts
$86.8M +$922K +4,411 +1%
Victory Capital Management
8
Victory Capital Management
Texas
$80.7M +$4.62M +22,080 +7%
VNIM
9
Vaughan Nelson Investment Management
Texas
$73.2M +$11.1M +53,195 +20%
WHG
10
Westwood Holdings Group
Texas
$67.2M -$5.99M -28,639 -9%
Morgan Stanley
11
Morgan Stanley
New York
$63M -$81.5M -389,625 -59%
GKIM
12
GW&K Investment Management
Massachusetts
$59.7M -$1.07M -5,105 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.9M +$1.43M +6,851 +3%
Northern Trust
14
Northern Trust
Illinois
$41.9M -$2.61M -12,504 -6%
NPIC
15
Neumeier Poma Investment Counsel
California
$40.9M -$4.18M -20,005 -10%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$39.3M +$10.7M +51,292 +42%
Macquarie Group
17
Macquarie Group
Australia
$35.1M +$32.1M +153,526 New
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$34.6M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$29.4M -$1.8M -8,625 -6%
Charles Schwab
20
Charles Schwab
California
$28M +$541K +2,585 +2%
Franklin Resources
21
Franklin Resources
California
$26.2M +$640K +3,060 +3%
KCM
22
Kennedy Capital Management
Missouri
$23.3M -$3.74M -17,901 -15%
Bank of America
23
Bank of America
North Carolina
$21.6M +$3.47M +16,573 +21%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$21.3M -$806K -3,855 -4%
GIP
25
Granite Investment Partners
California
$18M -$587K -2,805 -3%

ALG Hedge Fund Activity: Q1 2024 in Review

235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alamo Group (ALG) for Q1 2024, worth a combined $2.56B — up 5.2% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ALG positions and 24 closed out — a net gain of 6 holders — while 64 added to existing stakes and 96 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $32.1M. The largest seller was Morgan Stanley, cutting an estimated $81.5M.

  • 235 institutional investors held Alamo Group (ALG) as of Q1 2024, up from 230 in Q4 2023.
  • Funds reported $2.56B of Alamo Group stock for Q1 2024, up 5.2% quarter-over-quarter.
  • 30 funds opened new Alamo Group positions in Q1 2024 and 24 closed out, a net change of +6 holders.
  • The largest Alamo Group buyer in Q1 2024 was Macquarie Group, an estimated $32.1M added.
  • The largest Alamo Group seller in Q1 2024 was Morgan Stanley, an estimated $81.5M sold.

Based on aggregated 13F filings for Q1 2024.