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Alta Equipment Group
ALTG

41 hedge funds and large institutions have $102M invested in Alta Equipment Group in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $69M → $102M (+$33.1M)

41% more funds holding

Funds holding: 29 → 41 (+12)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

21.82% more ownership

Funds ownership: 46.87% → 68.69% (+22%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
10
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Castle Creek Arbitrage
Colorado
+$10.6M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$9.36M
3
KPF
K2 Principal Fund
Ontario, Canada
+$3.97M
4
OAM
Oxford Asset Management
United Kingdom
+$3.85M
5
SAM
Silverback Asset Management
North Carolina
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.73M
2
HIM
HGC Investment Management
Ontario, Canada
-$6.03M
3
AA
AQR Arbitrage
Connecticut
-$2.79M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.52M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
26
Alpine Global Management
New York
$1M +$996K +100,000 New
AFA
27
Alta Fundamental Advisers
New York
$1M +$996K +100,000 New
BI
28
Bulldog Investors
New Jersey
$862K +$175K +17,600 +26%
WCMNY
29
Westchester Capital Management (New York)
New York
$795K +$792K +79,448 New
MSU
30
Mizuho Securities USA
New York
$619K -$132K -13,200 -18%
HIM
31
HGC Investment Management
Ontario, Canada
$452K -$6.03M -604,711 -93%
PMAM
32
Picton Mahoney Asset Management
Ontario, Canada
$312K +$296K +29,700 New
BRF
33
B. Riley Financial
California
$250K +$249K +25,000 New
Wells Fargo
34
Wells Fargo
California
$178K +$177K +17,810 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$125K -$77.9K -7,815 -38%
RCM
36
Radcliffe Capital Management
Pennsylvania
$123K +$123K +12,300 New
CS
37
Credit Suisse
Switzerland
$100K +$99.6K +10,000 New
JP Morgan Chase
38
JP Morgan Chase
New York
$31K +$31.1K +3,125 New
PAM
39
Panagora Asset Management
Massachusetts
$24K -$23.7K -2,383 -50%
Morgan Stanley
40
Morgan Stanley
New York
$8K -$2.47K -248 -23%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$6K +$5.73K +575 New
KIM
42
Karpus Investment Management
New York
– -$6.73M -679,483 Closed
Verition Fund Management
43
Verition Fund Management
Connecticut
– -$1.89M -190,076 Closed
DAM
44
Deltec Asset Management
New York
– -$991K -100,000 Closed
WAM
45
Weiss Asset Management
Massachusetts
– -$992K -100,000 Closed
DWM
46
Dakota Wealth Management
Florida
– -$327K -33,033 Closed
CAC
47
Cowen and Company
New York
– -$213K -21,467 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$5K -534 Closed
1
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ALTG Hedge Fund Activity: Q4 2019 in Review

41 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2019, worth a combined $102M — up 48% from $69M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTG positions and 7 closed out — a net gain of 12 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Castle Creek Arbitrage, opening a new position worth an estimated $10.6M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $6.73M sold.

  • 41 institutional investors held Alta Equipment Group (ALTG) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $102M of Alta Equipment Group stock for Q4 2019, up 48% quarter-over-quarter.
  • 19 funds opened new Alta Equipment Group positions in Q4 2019 and 7 closed out, a net change of +12 holders.
  • The largest Alta Equipment Group buyer in Q4 2019 was Castle Creek Arbitrage, an estimated $10.6M added.
  • The largest Alta Equipment Group seller in Q4 2019 was Karpus Investment Management, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2019.