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Alta Equipment Group

66 hedge funds and large institutions have $147M invested in Alta Equipment Group in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 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: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6566 (+1)

1% more capital invested

Capital invested by funds: $145M → $147M (+$1.92M)

0.35% more ownership

Funds ownership: 63.17%63.52% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
21
Closed
8
Calls
$125K
Puts
Net Calls
+$125K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Rock Creek Group
District of Columbia
$506K +$513K +64,625 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$423K +$4.65K +586 +1%
Charles Schwab
28
Charles Schwab
California
$359K -$19.8K -2,498 -5%
MFIM
29
Mesirow Financial Investment Management
Illinois
$334K +$2.19K +276 +0.7%
PCM
30
Proxima Capital Management
New York
$287K +$11.1K +1,400 +4%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$277K +$281K +35,400 New
Two Sigma Investments
32
Two Sigma Investments
New York
$254K +$257K +32,423 New
William Blair & Company
33
William Blair & Company
Illinois
$252K +$256K +32,200 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$201K
YCM
35
Yakira Capital Management
Connecticut
$200K
LIM
36
Longfellow Investment Management
Massachusetts
$196K
RJA
37
Raymond James & Associates
Florida
$192K -$196K -24,656 -50%
Wells Fargo
38
Wells Fargo
California
$188K -$61.2K -7,707 -24%
CCA
39
Cruiser Capital Advisors
Connecticut
$157K -$288K -36,284 -64%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$146K +$67.5K +8,500 +84%
TRCT
41
Tower Research Capital (TRC)
New York
$139K +$134K +16,853 +1,999%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$134K -$21.7K -2,737 -14%
BRWM
43
B. Riley Wealth Management
Tennessee
$128K +$14.3K +1,800 +12%
JP Morgan Chase
44
JP Morgan Chase
New York
$122K +$5.04K +635 +4%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88K
AIG
46
American International Group
New York
$80K -$1.84K -232 -2%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$78K
Creative Planning
48
Creative Planning
Kansas
$78K
EVC
49
Eidelman Virant Capital
Missouri
$78K
Deutsche Bank
50
Deutsche Bank
Germany
$68K +$6.59K +830 +11%

ALTG Hedge Fund Activity: Q3 2020 in Review

66 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2020, worth a combined $147M — up 1.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTG positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $4.08M. The largest seller was Fort Baker Capital Management, exiting entirely with an estimated $2.88M sold.

  • 66 institutional investors held Alta Equipment Group (ALTG) as of Q3 2020, up from 65 in Q2 2020.
  • Funds reported $147M of Alta Equipment Group stock for Q3 2020, up 1.3% quarter-over-quarter.
  • 9 funds opened new Alta Equipment Group positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest Alta Equipment Group buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $4.08M added.
  • The largest Alta Equipment Group seller in Q3 2020 was Fort Baker Capital Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2020.