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Alta Equipment Group
ALTG

65 hedge funds and large institutions have $145M invested in Alta Equipment Group in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

120% more capital invested

Capital invested by funds: $65.7M → $145M (+$79.1M)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

48% more funds holding

Funds holding: 44 → 65 (+21)

11.03% more ownership

Funds ownership: 52.14% → 63.17% (+11%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
65
Holders Change
+21
Holders Change %
+47.73%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
17
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.08M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.23M
3
PCM
Portolan Capital Management
Massachusetts
+$5.06M
4
GIM
Granahan Investment Management
Massachusetts
+$4.32M
5
FBCM
Fort Baker Capital Management
California
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
OP
Omni Partners
United Kingdom
-$6.19M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$3.26M
3
DCP
Diameter Capital Partners
New York
-$1.35M
4
WC
Wexford Capital
Florida
-$1.35M
5
KC
Kepos Capital
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$415K +$330K +53,395 New
RJA
27
Raymond James & Associates
Florida
$382K -$264K -42,693 -46%
Charles Schwab
28
Charles Schwab
California
$376K +$298K +48,268 New
N
29
Nuveen
North Carolina
$330K +$262K +42,388 New
MFIM
30
Mesirow Financial Investment Management
Illinois
$329K +$58.2K +9,419 +29%
PCM
31
Proxima Capital Management
New York
$274K +$1.85K +300 +0.9%
CCA
32
Castle Creek Arbitrage
Colorado
$255K -$194K -31,454 -49%
Wells Fargo
33
Wells Fargo
California
$246K +$61.4K +9,932 +46%
AC
34
AWH Capital
Texas
$214K -$77.3K -12,500 -31%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$200K +$159K +25,681 New
YCM
36
Yakira Capital Management
Connecticut
$198K -$197K -31,800 -55%
LIM
37
Longfellow Investment Management
Massachusetts
$194K – – –
Jane Street
38
Jane Street
New York
$182K +$28K +4,529 +24%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$154K +$123K +19,815 New
JP Morgan Chase
40
JP Morgan Chase
New York
$119K +$94K +15,211 New
BRWM
41
B. Riley Wealth Management
Tennessee
$113K +$89.6K +14,500 New
BG
42
Bollard Group
Massachusetts
$95K +$75.5K +12,217 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$89K +$70.5K +11,400 New
SRAM
44
Spouting Rock Asset Management
Pennsylvania
$87K +$69K +11,167 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$69.3K +11,208 New
AIG
46
American International Group
New York
$81K +$64.4K +10,417 New
Creative Planning
47
Creative Planning
Kansas
$78K – – –
EVC
48
Eidelman Virant Capital
Missouri
$78K +$61.8K +10,000 New
SFI
49
Susquehanna Fundamental Investments
Pennsylvania
$78K +$62.4K +10,100 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$77K +$61.8K +10,000 New
1
2
3

ALTG Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2020, worth a combined $145M — up 120% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ALTG positions and 9 closed out — a net gain of 21 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $7.08M. The largest seller was Omni Partners, cutting an estimated $6.19M.

  • 65 institutional investors held Alta Equipment Group (ALTG) as of Q2 2020, up from 44 in Q1 2020.
  • Funds reported $145M of Alta Equipment Group stock for Q2 2020, up 120% quarter-over-quarter.
  • 30 funds opened new Alta Equipment Group positions in Q2 2020 and 9 closed out, a net change of +21 holders.
  • The largest Alta Equipment Group buyer in Q2 2020 was BlackRock, an estimated $7.08M added.
  • The largest Alta Equipment Group seller in Q2 2020 was Omni Partners, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2020.