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Alta Equipment Group

67 hedge funds and large institutions have $255M invested in Alta Equipment Group in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

33% more capital invested

Capital invested by funds: $191M → $255M (+$63.7M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

8% more funds holding

Funds holding: 6267 (+5)

0.83% more ownership

Funds ownership: 64.53%65.36% (+0.83%)

95% less call options, than puts

Call options by funds: $130K | Put options by funds: $2.73M

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
10
Increased
22
Reduced
19
Closed
4
Calls
$130K
Puts
$2.73M
Net Calls
-$2.6M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$737K +$17.3K +1,590 +3%
MFIM
27
Mesirow Financial Investment Management
Illinois
$730K +$145K +13,309 +31%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$703K +$12.4K +1,134 +2%
Goldman Sachs
29
Goldman Sachs
New York
$636K +$13K +1,197 +3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$586K +$491K +45,100 New
Charles Schwab
31
Charles Schwab
California
$579K -$41.4K -3,799 -8%
Renaissance Technologies
32
Renaissance Technologies
New York
$563K +$472K +43,300 New
Bank of America
33
Bank of America
North Carolina
$513K +$325K +29,820 +311%
MHP
34
Manatuck Hill Partners
Connecticut
$509K
Millennium Management
35
Millennium Management
New York
$492K +$413K +37,865 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$451K
Citadel Advisors
37
Citadel Advisors
Florida
$417K +$349K +32,029 New
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$390K +$327K +29,995 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$346K +$10.2K +932 +4%
Simplex Trading
40
Simplex Trading
Illinois
$335K +$281K +25,784 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$257K -$10K -920 -4%
SRAM
42
Spouting Rock Asset Management
Pennsylvania
$242K +$73.6K +6,756 +57%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$164K +$137K +12,617 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159K -$2.44K -224 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$143K -$11.5K -1,059 -9%
EVC
46
Eidelman Virant Capital
Missouri
$134K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$130K
Creative Planning
48
Creative Planning
Kansas
$130K
Wells Fargo
49
Wells Fargo
California
$83K -$226K -20,762 -76%
SO
50
STRS Ohio
Ohio
$57K

ALTG Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2021, worth a combined $255M — up 33% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ALTG positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Mill Road Capital Management, opening a new position worth an estimated $9.12M. The largest seller was Nantahala Capital Management, cutting an estimated $6.25M.

  • 67 institutional investors held Alta Equipment Group (ALTG) as of Q1 2021, up from 62 in Q4 2020.
  • Funds reported $255M of Alta Equipment Group stock for Q1 2021, up 33% quarter-over-quarter.
  • 10 funds opened new Alta Equipment Group positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest Alta Equipment Group buyer in Q1 2021 was Mill Road Capital Management, an estimated $9.12M added.
  • The largest Alta Equipment Group seller in Q1 2021 was Nantahala Capital Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2021.