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Alta Equipment Group
ALTG

115 hedge funds and large institutions have $303M invested in Alta Equipment Group in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 33

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $278M → $303M (+$25.1M)

4.5% more ownership

Funds ownership: 71.3% → 75.79% (+4.5%)

3% more funds holding

Funds holding: 112 → 115 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

56% less call options, than puts

Call options by funds: $1.67M | Put options by funds: $3.75M

Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
1.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
51
Reduced
33
Closed
14
Calls
$1.67M
Puts
$3.75M
Net Calls
-$2.08M
Net Calls Change
+$450K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.21M
2
VC
Voss Capital
Texas
+$5.87M
3
BlackRock
BlackRock
New York
+$5.38M
4
MRCM
Mill Road Capital Management
Connecticut
+$4.86M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$4.56M
2
SAM
Silvercrest Asset Management
New York
-$4.37M
3
MHP
Manatuck Hill Partners
Connecticut
-$2.41M
4
PCM
Portolan Capital Management
Massachusetts
-$2.29M
5
FDS
First Dallas Securities
Texas
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
26
Rock Creek Group
District of Columbia
$1.86M -$864K -80,000 -35%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.71M -$299K -27,715 -17%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.56M +$107K +9,872 +9%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.44M -$570K -52,788 -31%
SRAM
30
Spouting Rock Asset Management
Pennsylvania
$1.39M +$285K +26,392 +31%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.33M +$1.12M +103,725 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$1.12M +$104K +9,622 +12%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$1.12M -$1.68M -155,191 -63%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$1.02M +$469K +43,462 +112%
Goldman Sachs
35
Goldman Sachs
New York
$941K -$49.9K -4,619 -6%
Ameriprise
36
Ameriprise
Minnesota
$934K -$124K -11,525 -13%
QPW
37
Quantum Private Wealth
Florida
$923K +$117K +10,830 +17%
Two Sigma Investments
38
Two Sigma Investments
New York
$920K +$568K +52,585 +241%
Squarepoint
39
Squarepoint
New York
$897K +$430K +39,793 +122%
CCM
40
Contrarian Capital Management
Connecticut
$891K +$254K +23,500 +48%
LCM
41
Legato Capital Management
California
$814K – – –
2C
42
272 Capital
Texas
$813K +$756K +70,000 New
Marshall Wace
43
Marshall Wace
United Kingdom
$789K +$689K +63,766 New
Charles Schwab
44
Charles Schwab
California
$785K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$753K -$289K -26,798 -31%
MAG
46
Millrace Asset Group
Pennsylvania
$718K -$850K -78,730 -58%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$552K +$166K +15,376 +53%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$543K +$17.3K +1,600 +4%
Millennium Management
49
Millennium Management
New York
$504K +$243K +22,535 +124%
GCP
50
GSA Capital Partners
United Kingdom
$497K -$611K -56,580 -58%
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ALTG Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2023, worth a combined $303M — up 9% from $278M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTG positions and 14 closed out — a net gain of 5 holders — while 51 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.21M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $4.56M sold.

  • 115 institutional investors held Alta Equipment Group (ALTG) as of Q4 2023, up from 112 in Q3 2023.
  • Funds reported $303M of Alta Equipment Group stock for Q4 2023, up 9% quarter-over-quarter.
  • 19 funds opened new Alta Equipment Group positions in Q4 2023 and 14 closed out, a net change of +5 holders.
  • The largest Alta Equipment Group buyer in Q4 2023 was Morgan Stanley, an estimated $6.21M added.
  • The largest Alta Equipment Group seller in Q4 2023 was Adage Capital Partners, an estimated $4.56M sold.

Based on aggregated 13F filings for Q4 2023.