ALAMO GROUP INC ALG
COM · Common Stock · CUSIP 011311107
US agricultural equipment and infrastructure maintenance equipment manufacturer
- SectorIndustrials
- IndustryFarm Machinery & Equipment
- HeadquartersSeguin, TX
- Founded1969
- Websitealamo-group.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.4m this quarter). Holder counts are more reliable. Shares outstanding: 12.1m as of 2024-07-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $172.99. Options: 5 managers hold calls ($2.0m notional), 5 hold puts ($1.0m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 186 |
| Q4 2022 | 187 |
| Q1 2023 | 209 |
| Q2 2023 | 221 |
| Q3 2023 | 232 |
| Q4 2023 | 232 |
| Q1 2024 | 237 |
| Q2 2024 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 85 | 77 |
| Q1 2023 | 97 | 83 |
| Q2 2023 | 99 | 97 |
| Q3 2023 | 106 | 106 |
| Q4 2023 | 90 | 113 |
| Q1 2024 | 93 | 120 |
| Q2 2024 | 140 | 99 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.5m | $1.6m | 0.64 |
| Q4 2023 | $2.7m | $1.7m | 0.65 |
| Q1 2024 | $3.3m | $1.0m | 0.31 |
| Q2 2024 | $2.0m | $1.0m | 0.53 |
Biggest buyers
| Allspring Global Investments Holdings, LLC | Added | +193.5k |
| Qube Research & Technologies Ltd | Added | +80.9k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Added | +52.2k |
| WESTWOOD HOLDINGS GROUP INC | Added | +50.3k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +49.1k |
| Tributary Capital Management, LLC | Added | +35.4k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +33.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +29.3k |
| Edgestream Partners, L.P. | Added | +27.1k |
| JANE STREET GROUP, LLC | Added | +27.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -518.9k |
| T. Rowe Price Investment Management, Inc. | Reduced | -510.7k |
| Granite Investment Partners, LLC | Sold out | -79.0k |
| RK Capital Management, LLC | Sold out | -61.8k |
| GW&K Investment Management, LLC | Reduced | -60.2k |
| Epoch Investment Partners, Inc. | Reduced | -43.3k |
| DEUTSCHE BANK AG\ | Reduced | -32.7k |
| NORTHERN TRUST CORP | Reduced | -30.8k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | Reduced | -30.2k |
| Invesco Ltd. | Reduced | -22.4k |
Biggest calls
| PEAK6 Investments LLC | Unchanged | $1.1m6.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $709.3k4.1k shares |
| CITADEL ADVISORS LLC | Reduced | $173.0k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $34.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $363.3k2.1k shares |
| CITADEL ADVISORS LLC | Added | $346.0k2.0k shares |
| WOLVERINE TRADING, LLC | New | $311.4k1.8k shares |
| SIMPLEX TRADING, LLC | New | $17.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 13.1% |
Fell to 5% or below in the last year: Allspring Global Investments Holdings, LLC (4.0%, 2026-10-07), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 3 | $418.9k | — |
| Q4 2022 | 0 | — | 1 | $40.4k | — |
| Q1 2023 | 0 | — | 2 | $99.6k | — |
| Q2 2023 | 0 | — | 1 | $487.5k | — |
| Q3 2023 | 1 | $88.3k | 2 | $140.4k | — |
| Q4 2023 | 0 | — | 3 | $590.2k | — |
| Q1 2024 | 0 | — | 1 | $780.2k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 1.7m $285.7m | Reduced -21.9k |
| LONGVIEW ASSET MANAGEMENT, LLC 2.79% of their portfolio | 1.4m $235.6m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 742.0k $128.4m | Reduced -10.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 606.3k $104.9m | Reduced -2.7k |
| Allspring Global Investments Holdings, LLC 0.17% of their portfolio | 596.5k $103.2m | Added +193.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 386.6k $66.9m | Added +33.2k |
| STATE STREET CORP 0.00% of their portfolio | 381.7k $66.0m | Added +1.7k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.60% of their portfolio | 372.9k $64.5m | Added +52.2k |
| WESTWOOD HOLDINGS GROUP INC 0.28% of their portfolio | 344.7k $59.6m | Added +50.3k |
| MORGAN STANLEY 0.00% of their portfolio | 308.8k $53.4m | Reduced -518.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 231.5k $40.1m | Added +8.7k |
| GW&K Investment Management, LLC 0.32% of their portfolio | 201.3k $34.8m | Reduced -60.2k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 174.5k $30.2m | Added +2.2k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 154.1k $26.7m | Added +619 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 152.6k $26.4m | Reduced -30.8k |
| Fayez Sarofim & Co 0.07% of their portfolio | 151.5k $26.2m | Unchanged |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.36% of their portfolio | 148.8k $25.7m | Reduced -30.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 133.7k $23.1m | Reduced -6.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 127.2k $22.0m | Added +4.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 125.3k $21.7m | Reduced -3.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 110.6k $19.1m | Added +15.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.41% of their portfolio | 110.5k $19.1m | Added +8.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 97.4k $16.8m | Reduced -17.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 93.4k $16.2m | Added +157 |
| Tributary Capital Management, LLC 1.31% of their portfolio | 91.6k $15.9m | Added +35.4k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 90.9k $15.7m | Added +80.9k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 88.6k $15.3m | Reduced -510.7k |
| Handelsbanken Fonder AB 0.06% of their portfolio | 85.6k $14.8m | Added +15.0k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 77.3k $13.4m | Added +11.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.71% of their portfolio | 69.6k $12.0m | Added +240 |
| GRACE & WHITE INC /NY 2.23% of their portfolio | 68.5k $11.9m | Unchanged |
| Cerity Partners LLC 0.03% of their portfolio | 59.2k $10.2m | Added +3.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 55.2k $9.5m | Reduced -1.8k |
| Invesco Ltd. 0.00% of their portfolio | 54.1k $9.4m | Reduced -22.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 0.82% of their portfolio | 49.1k $8.5m | New |
| ICON ADVISERS INC/CO 1.74% of their portfolio | 46.1k $7.7m | Reduced -725 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 45.7k $7.9m | Added +19.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio | 44.6k $7.7m | Added +430 |
| Hodges Capital Management Inc. 0.47% of their portfolio | 40.0k $6.9m | Added +7.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 35.3k $6.1m | Added +2.6k |
| NORGES BANK 0.00% of their portfolio | 34.9k $6.0m | Not comparable |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 34.4k $5.9m | Added +674 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 34.2k $5.9m | Reduced -500 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 33.6k $5.8m | Added +885 |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 32.7k $5.7m | Reduced -59 |
| ProShare Advisors LLC 0.02% of their portfolio | 32.6k $5.6m | Reduced -6.1k |
| THIRD AVENUE MANAGEMENT LLC 0.95% of their portfolio | 31.9k $5.5m | Unchanged |
| Edgestream Partners, L.P. 0.26% of their portfolio | 31.7k $5.5m | Added +27.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 31.2k $5.4m | Reduced -3.3k |
| Legal & General Group Plc 0.00% of their portfolio | 29.6k $5.1m | Reduced -75 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 29.5k $5.1m | Reduced -3.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 29.4k $5.1m | Reduced -3.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 29.3k $5.1m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 28.4k $4.9m | Added +27.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 28.2k $4.9m | Added +23.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 27.2k $4.7m | Added +10.3k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 24.9k $4.3m | Reduced -1.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 24.8k $4.3m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 23.4k $4.0m | Added +6.9k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 22.8k $3.9m | Added +1.6k |
| North Star Investment Management Corp. 0.29% of their portfolio | 22.6k $3.9m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 21.4k $3.7m | Reduced -2.8k |
| Swiss National Bank 0.00% of their portfolio | 21.3k $3.7m | Unchanged |
| Squarepoint Ops LLC 0.01% of their portfolio | 20.9k $3.6m | Added +16.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.0k $3.5m | Added +11.2k |
| RICE HALL JAMES & ASSOCIATES, LLC 0.20% of their portfolio | 19.1k $3.3m | Reduced -1.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 18.5k $3.2m | Added +17.1k |
| HARBOR CAPITAL ADVISORS, INC. 0.24% of their portfolio | 18.4k $3.2m | Added +13.5k |
| US BANCORP \DE\ 0.00% of their portfolio | 18.1k $3.1m | Added +1.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 16.6k $2.9m | Added +4.3k |
| STRS OHIO 0.01% of their portfolio | 16.5k $2.9m | Reduced -22.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 16.5k $2.9m | Reduced -4.5k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 15.9k $2.8m | Added +882 |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 13.8k $2.4m | Added +6.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 12.9k $2.2m | Added +8.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 11.7k $2.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 11.3k $2.0m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 11.3k $1.9m | Reduced -232 |
| CAMBIAR INVESTORS LLC 0.08% of their portfolio | 11.2k $1.9m | Unchanged |
| Campbell & CO Investment Adviser LLC 0.16% of their portfolio | 10.6k $1.8m | Added +8.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 10.5k $1.8m | Reduced -232 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 10.4k $1.8m | Added +1.5k |
| Numerai GP LLC 0.64% of their portfolio | 10.2k $1.8m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 10.1k $1.8m | Reduced -14.2k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 9.7k $1.7m | Reduced -4.7k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 9.5k $1.6m | New |
| Epoch Investment Partners, Inc. 0.01% of their portfolio | 9.2k $1.6m | Reduced -43.3k |
| ADVISORY RESEARCH INC 0.29% of their portfolio | 9.1k $1.6m | Added +75 |
| QSV Equity Investors LLC 1.62% of their portfolio | 9.0k $1.6m | Reduced -52 |
| Dynamic Technology Lab Private Ltd 0.17% of their portfolio | 8.8k $1.5m | New |
| CITIGROUP INC 0.00% of their portfolio | 8.6k $1.5m | Added +489 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 8.6k $1.5m | Reduced -357 |
| TD Asset Management Inc 0.00% of their portfolio | 8.3k $1.4m | Unchanged |
| Quadrature Capital Ltd 0.02% of their portfolio | 8.2k $1.4m | Reduced -296 |
| UBS Group AG 0.00% of their portfolio | 7.9k $1.4m | Reduced -1.7k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 7.8k $1.3m | Reduced -1.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 7.5k $1.3m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.5k $1.3m | Added +2.5k |
| BARCLAYS PLC 0.00% of their portfolio | 7.4k $1.3m | Reduced -5.1k |
| Uncommon Cents Investing LLC 0.40% of their portfolio | 7.3k $1.3m | Unchanged |