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Alta Equipment Group
ALTG

65 hedge funds and large institutions have $145M invested in Alta Equipment Group in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

120% more capital invested

Capital invested by funds: $65.7M → $145M (+$79.1M)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

48% more funds holding

Funds holding: 44 → 65 (+21)

11.03% more ownership

Funds ownership: 52.14% → 63.17% (+11%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
65
Holders Change
+21
Holders Change %
+47.73%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
17
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.08M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.23M
3
PCM
Portolan Capital Management
Massachusetts
+$5.06M
4
GIM
Granahan Investment Management
Massachusetts
+$4.32M
5
FBCM
Fort Baker Capital Management
California
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
OP
Omni Partners
United Kingdom
-$6.19M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$3.26M
3
DCP
Diameter Capital Partners
New York
-$1.35M
4
WC
Wexford Capital
Florida
-$1.35M
5
KC
Kepos Capital
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$76K -$86.8K -14,038 -59%
Deutsche Bank
52
Deutsche Bank
Germany
$61K +$48.5K +7,840 New
UBS Group
53
UBS Group
Switzerland
$51K +$40.8K +6,592 New
Morgan Stanley
54
Morgan Stanley
New York
$41K +$6.82K +1,103 +27%
Osaic Holdings
55
Osaic Holdings
Arizona
$39K – – –
SO
56
STRS Ohio
Ohio
$34K +$27.2K +4,400 New
CFFP
57
Center for Financial Planning
Michigan
$19K +$15.5K +2,500 New
Citigroup
58
Citigroup
New York
$18K -$1.53K -248 -10%
Legal & General Group
59
Legal & General Group
United Kingdom
$16K +$13.1K +2,117 New
AIP
60
Ameritas Investment Partners
Nebraska
$12K +$9.3K +1,505 New
TF
61
TimeScale Financial
Massachusetts
$11K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$10K +$8.41K +1,361 New
TRCT
63
Tower Research Capital (TRC)
New York
$7K +$5.21K +843 New
RIM
64
Rockbridge Investment Management
New York
$1K +$618 +100 New
DCP
65
Diameter Capital Partners
New York
– -$1.35M -315,789 Closed
WC
66
Wexford Capital
Florida
– -$1.35M -315,789 Closed
KC
67
Kepos Capital
New York
– -$1.15M -268,500 Closed
Millennium Management
68
Millennium Management
New York
– -$454K -106,344 Closed
AFA
69
Alta Fundamental Advisers
New York
– -$384K -90,000 Closed
NRCM
70
Northern Right Capital Management
Connecticut
– -$337K -78,948 Closed
Victory Capital Management
71
Victory Capital Management
Texas
– -$114K -26,836 Closed
CRC
72
Curi RMB Capital
Illinois
– -$67K -15,746 Closed
OAM
73
Oppenheimer Asset Management
New York
– -$30K -7,002 Closed
S
74
SignatureFD
Georgia
– -$198 -32 -47%
1 2
3

ALTG Hedge Fund Activity: Q2 2020 in Review

65 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2020, worth a combined $145M — up 120% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ALTG positions and 9 closed out — a net gain of 21 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $7.08M. The largest seller was Omni Partners, cutting an estimated $6.19M.

  • 65 institutional investors held Alta Equipment Group (ALTG) as of Q2 2020, up from 44 in Q1 2020.
  • Funds reported $145M of Alta Equipment Group stock for Q2 2020, up 120% quarter-over-quarter.
  • 30 funds opened new Alta Equipment Group positions in Q2 2020 and 9 closed out, a net change of +21 holders.
  • The largest Alta Equipment Group buyer in Q2 2020 was BlackRock, an estimated $7.08M added.
  • The largest Alta Equipment Group seller in Q2 2020 was Omni Partners, an estimated $6.19M sold.

Based on aggregated 13F filings for Q2 2020.