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Alta Equipment Group

67 hedge funds and large institutions have $255M invested in Alta Equipment Group in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

33% more capital invested

Capital invested by funds: $191M → $255M (+$63.7M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

8% more funds holding

Funds holding: 6267 (+5)

0.83% more ownership

Funds ownership: 64.53%65.36% (+0.83%)

95% less call options, than puts

Call options by funds: $130K | Put options by funds: $2.73M

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
10
Increased
22
Reduced
19
Closed
4
Calls
$130K
Puts
$2.73M
Net Calls
-$2.6M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$48K -$19.1K -1,751 -32%
BG
52
Bollard Group
Massachusetts
$38K
UBS Group
53
UBS Group
Switzerland
$37K -$1.4K -128 -4%
CFFP
54
Center for Financial Planning
Michigan
$33K
AIP
55
Ameritas Investment Partners
Nebraska
$20K
Legal & General Group
56
Legal & General Group
United Kingdom
$20K
TF
57
TimeScale Financial
Massachusetts
$20K
Citigroup
58
Citigroup
New York
$15K -$23.7K -2,178 -66%
TRCT
59
Tower Research Capital (TRC)
New York
$12K -$40.3K -3,699 -81%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$12K +$196 +18 +2%
Morgan Stanley
61
Morgan Stanley
New York
$8K -$139K -12,760 -96%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$6K -$23.9K -2,193 -82%
CG
63
Cutler Group
California
$3K +$2.18K +200 +200%
GI
64
Gradient Investments
Minnesota
$1K
RIM
65
Rockbridge Investment Management
New York
$1K
HNB
66
Huntington National Bank
Ohio
$1K +$1.09K +100 New
AIG
67
American International Group
New York
$131 +$294 +27 +0.3%
BMCM
68
Black Maple Capital Management
Wisconsin
-$741K -75,000 Closed
YCM
69
Yakira Capital Management
Connecticut
-$252K -25,527 Closed
LIM
70
Longfellow Investment Management
Massachusetts
-$215K -21,660 Closed
BRWM
71
B. Riley Wealth Management
Tennessee
-$201K -20,350 Closed

ALTG Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2021, worth a combined $255M — up 33% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ALTG positions and 4 closed out — a net gain of 6 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Mill Road Capital Management, opening a new position worth an estimated $9.12M. The largest seller was Nantahala Capital Management, cutting an estimated $6.25M.

  • 67 institutional investors held Alta Equipment Group (ALTG) as of Q1 2021, up from 62 in Q4 2020.
  • Funds reported $255M of Alta Equipment Group stock for Q1 2021, up 33% quarter-over-quarter.
  • 10 funds opened new Alta Equipment Group positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest Alta Equipment Group buyer in Q1 2021 was Mill Road Capital Management, an estimated $9.12M added.
  • The largest Alta Equipment Group seller in Q1 2021 was Nantahala Capital Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2021.