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Alta Equipment Group

96 hedge funds and large institutions have $273M invested in Alta Equipment Group in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $225M → $273M (+$47.6M)

4% more funds holding

Funds holding: 9296 (+4)

1.44% more ownership

Funds ownership: 63.96%65.4% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

96% less call options, than puts

Call options by funds: $120K | Put options by funds: $3.35M

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
34
Reduced
33
Closed
8
Calls
$120K
Puts
$3.35M
Net Calls
-$3.23M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.5M +$36.7K +3,044 +3%
AA
27
Ancora Advisors
Ohio
$1.45M -$22.9K -1,900 -2%
OAM
28
Oberweis Asset Management
Illinois
$1.23M +$128K +10,600 +13%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$1.14M +$4.67K +388 +0.4%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$1.1M
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.06M +$961K +79,765 New
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$931K +$35.2K +2,919 +4%
Ameriprise
33
Ameriprise
Minnesota
$909K -$9.5K -789 -1%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$906K -$125K -10,400 -13%
Two Sigma Investments
35
Two Sigma Investments
New York
$904K -$33.7K -2,802 -4%
CCM
36
Contrarian Capital Management
Connecticut
$904K +$151K +12,500 +22%
RFA
37
Register Financial Advisors
Georgia
$884K +$807K +67,019 New
Invesco
38
Invesco
Georgia
$846K +$363K +30,141 +89%
TC
39
TownSquare Capital
Utah
$844K +$116K +9,662 +18%
Charles Schwab
40
Charles Schwab
California
$769K +$72 +6 +0%
Renaissance Technologies
41
Renaissance Technologies
New York
$674K -$188K -15,600 -23%
LCM
42
Legato Capital Management
California
$667K +$609K +50,547 New
QPW
43
Quantum Private Wealth
Florida
$667K
GCP
44
GSA Capital Partners
United Kingdom
$664K +$371K +30,783 +158%
SO
45
STRS Ohio
Ohio
$582K -$61.4K -5,100 -10%
MFIM
46
Mesirow Financial Investment Management
Illinois
$467K
Simplex Trading
47
Simplex Trading
Illinois
$457K -$248K -20,617 -37%
Morgan Stanley
48
Morgan Stanley
New York
$429K +$137K +11,378 +54%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$416K -$362K -30,060 -49%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$401K +$5.13K +426 +1%

ALTG Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2022, worth a combined $273M — up 21% from $225M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ALTG positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Mill Road Capital Management, adding an estimated $4.33M. The largest seller was Portolan Capital Management, cutting an estimated $2.23M.

  • 96 institutional investors held Alta Equipment Group (ALTG) as of Q4 2022, up from 92 in Q3 2022.
  • Funds reported $273M of Alta Equipment Group stock for Q4 2022, up 21% quarter-over-quarter.
  • 12 funds opened new Alta Equipment Group positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest Alta Equipment Group buyer in Q4 2022 was Mill Road Capital Management, an estimated $4.33M added.
  • The largest Alta Equipment Group seller in Q4 2022 was Portolan Capital Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.