We are live on ! Find out more
ALTG icon

Alta Equipment Group
ALTG

112 hedge funds and large institutions have $278M invested in Alta Equipment Group in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 111 → 112 (+1)

0.18% more ownership

Funds ownership: 71.11% → 71.3% (+0.18%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

30% less capital invested

Capital invested by funds: $399M → $278M (-$121M)

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $2.54M

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
55
Reduced
29
Closed
12
Calls
$7K
Puts
$2.54M
Net Calls
-$2.53M
Net Calls Change
+$1.32M

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$5.65M
2
VC
Voss Capital
Texas
+$4.8M
3
Wells Fargo
Wells Fargo
California
+$4.56M
4
BlackRock
BlackRock
New York
+$4.35M
5
MRCM
Mill Road Capital Management
Connecticut
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$37.8M
2
Millennium Management
Millennium Management
New York
-$2.13M
3
NCM
Nantahala Capital Management
Connecticut
-$1.5M
4
N
Nuveen
North Carolina
-$1.23M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
26
Essex Investment Management
Massachusetts
$2.14M -$35.2K -2,351 -1%
AA
27
Ancora Advisors
Ohio
$2.05M +$344K +23,000 +16%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.04M +$731K +48,888 +41%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$2M +$286K +19,093 +13%
FDS
30
First Dallas Securities
Texas
$1.99M +$2.47M +164,900 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.88M +$2.05M +137,338 +728%
RFA
32
Register Financial Advisors
Georgia
$1.7M +$565K +37,761 +37%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$1.66M +$2.06M +137,987 New
MAG
34
Millrace Asset Group
Pennsylvania
$1.65M +$785K +52,493 +62%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.4M +$1.25M +83,477 +256%
OAM
36
Oberweis Asset Management
Illinois
$1.33M – – –
GCP
37
GSA Capital Partners
United Kingdom
$1.17M +$508K +33,925 +54%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.06M +$666K +44,486 +103%
Ameriprise
39
Ameriprise
Minnesota
$1.05M -$11.6K -776 -0.9%
SRAM
40
Spouting Rock Asset Management
Pennsylvania
$1.04M -$193K -12,916 -13%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$979K +$105K +7,007 +9%
Goldman Sachs
42
Goldman Sachs
New York
$974K -$946K -63,221 -44%
Invesco
43
Invesco
Georgia
$931K +$632K +42,262 +121%
LCM
44
Legato Capital Management
California
$793K -$46.5K -3,106 -5%
QPW
45
Quantum Private Wealth
Florida
$769K +$202K +13,502 +27%
Charles Schwab
46
Charles Schwab
California
$765K +$147K +9,840 +18%
CCM
47
Contrarian Capital Management
Connecticut
$585K +$127K +8,500 +21%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$510K -$661K -44,200 -51%
AQR Capital Management
49
AQR Capital Management
Connecticut
$472K -$66.2K -4,422 -10%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$467K -$630K -42,139 -52%
1
2
3 4 5

ALTG Hedge Fund Activity: Q3 2023 in Review

112 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2023, worth a combined $278M — down 30% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $5.65M. The largest seller was B. Riley Financial, cutting an estimated $37.8M.

  • 112 institutional investors held Alta Equipment Group (ALTG) as of Q3 2023, up from 111 in Q2 2023.
  • Funds reported $278M of Alta Equipment Group stock for Q3 2023, down 30% quarter-over-quarter.
  • 15 funds opened new Alta Equipment Group positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest Alta Equipment Group buyer in Q3 2023 was Adage Capital Partners, an estimated $5.65M added.
  • The largest Alta Equipment Group seller in Q3 2023 was B. Riley Financial, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2023.