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Alta Equipment Group

66 hedge funds and large institutions have $147M invested in Alta Equipment Group in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6566 (+1)

1% more capital invested

Capital invested by funds: $145M → $147M (+$1.92M)

0.35% more ownership

Funds ownership: 63.17%63.52% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
21
Closed
8
Calls
$125K
Puts
Net Calls
+$125K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$52K -$23.8K -2,993 -31%
Osaic Holdings
52
Osaic Holdings
Arizona
$40K +$794 +100 +2%
SO
53
STRS Ohio
Ohio
$34K
BG
54
Bollard Group
Massachusetts
$23K -$73.7K -9,278 -76%
CFFP
55
Center for Financial Planning
Michigan
$20K
Morgan Stanley
56
Morgan Stanley
New York
$16K -$25.7K -3,237 -62%
UBS Group
57
UBS Group
Switzerland
$14K -$37.9K -4,778 -72%
Legal & General Group
58
Legal & General Group
United Kingdom
$12K -$4.87K -613 -29%
AIP
59
Ameritas Investment Partners
Nebraska
$12K
TF
60
TimeScale Financial
Massachusetts
$12K
Citigroup
61
Citigroup
New York
$6K -$11.7K -1,476 -64%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$6K -$4.54K -572 -42%
RIM
63
Rockbridge Investment Management
New York
$1K
GI
64
Gradient Investments
Minnesota
$1K +$794 +100 New
FBCM
65
Fort Baker Capital Management
California
-$2.88M -370,553 Closed
OP
66
Omni Partners
United Kingdom
-$2.36M -303,302 Closed
WAM
67
Wolverine Asset Management
Illinois
-$620K -79,909 Closed
CCA
68
Castle Creek Arbitrage
Colorado
-$255K -32,846 Closed
AC
69
AWH Capital
Texas
-$214K -27,500 Closed
Jane Street
70
Jane Street
New York
-$182K -23,422 Closed
AllianceBernstein
71
AllianceBernstein
Tennessee
-$89K -11,400 Closed
SRAM
72
Spouting Rock Asset Management
Pennsylvania
-$87K -11,167 Closed
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
+$270 +34 New

ALTG Hedge Fund Activity: Q3 2020 in Review

66 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2020, worth a combined $147M — up 1.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTG positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $4.08M. The largest seller was Fort Baker Capital Management, exiting entirely with an estimated $2.88M sold.

  • 66 institutional investors held Alta Equipment Group (ALTG) as of Q3 2020, up from 65 in Q2 2020.
  • Funds reported $147M of Alta Equipment Group stock for Q3 2020, up 1.3% quarter-over-quarter.
  • 9 funds opened new Alta Equipment Group positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest Alta Equipment Group buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $4.08M added.
  • The largest Alta Equipment Group seller in Q3 2020 was Fort Baker Capital Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2020.