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Alta Equipment Group

44 hedge funds and large institutions have $65.7M invested in Alta Equipment Group in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

7% more funds holding

Funds holding: 4144 (+3)

16.55% less ownership

Funds ownership: 68.69%52.14% (-17%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

36% less capital invested

Capital invested by funds: $102M → $65.7M (-$36.4M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
35
Increased
4
Reduced
5
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AWH Capital
Texas
$171K +$343K +40,000 New
PCM
27
Proxima Capital Management
New York
$149K +$300K +35,000 New
MFIM
28
Mesirow Financial Investment Management
Illinois
$141K +$282K +32,943 New
LIM
29
Longfellow Investment Management
Massachusetts
$131K +$214K +25,000 New
Victory Capital Management
30
Victory Capital Management
Texas
$114K +$230K +26,836 New
Goldman Sachs
31
Goldman Sachs
New York
$111K +$224K +26,100 New
Bank of America
32
Bank of America
North Carolina
$101K +$203K +23,735 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$96K +$198K +23,157 New
Wells Fargo
34
Wells Fargo
California
$92K +$33.6K +3,922 +22%
Jane Street
35
Jane Street
New York
$80K +$162K +18,893 New
CRC
36
Curi RMB Capital
Illinois
$67K +$135K +15,746 New
Creative Planning
37
Creative Planning
Kansas
$43K +$85.7K +10,000 New
OAM
38
Oppenheimer Asset Management
New York
$30K +$60K +7,002 New
BlackRock
39
BlackRock
New York
$21K +$41.1K +4,802 New
Osaic Holdings
40
Osaic Holdings
Arizona
$21K +$42.5K +4,957 New
Morgan Stanley
41
Morgan Stanley
New York
$18K +$28.6K +3,343 +410%
Citigroup
42
Citigroup
New York
$11K +$21.8K +2,543 New
TF
43
TimeScale Financial
Massachusetts
$6K +$12.8K +1,500 New
PAMP
44
Polar Asset Management Partners
Ontario, Canada
-$9.4M -939,200 Closed
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
-$5.5M -549,998 Closed
PC
46
Periscope Capital
Ontario, Canada
-$5.42M -541,800 Closed
OAM
47
Oxford Asset Management
United Kingdom
-$4.87M -486,822 Closed
CWM
48
CIBC World Markets
New York
-$4.62M -461,252 Closed
HSBC Holdings
49
HSBC Holdings
United Kingdom
-$4.57M -453,230 Closed
MI
50
MMCAP International
Cayman Islands
-$4.54M -453,184 Closed

ALTG Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2020, worth a combined $65.7M — down 36% from $102M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new ALTG positions and 31 closed out — a net gain of 4 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was B. Riley Financial, adding an estimated $49.9M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $9.4M sold.

  • 44 institutional investors held Alta Equipment Group (ALTG) as of Q1 2020, up from 41 in Q4 2019.
  • Funds reported $65.7M of Alta Equipment Group stock for Q1 2020, down 36% quarter-over-quarter.
  • 35 funds opened new Alta Equipment Group positions in Q1 2020 and 31 closed out, a net change of +4 holders.
  • The largest Alta Equipment Group buyer in Q1 2020 was B. Riley Financial, an estimated $49.9M added.
  • The largest Alta Equipment Group seller in Q1 2020 was Polar Asset Management Partners, an estimated $9.4M sold.

Based on aggregated 13F filings for Q1 2020.