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Alta Equipment Group

72 hedge funds and large institutions have $276M invested in Alta Equipment Group in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $255M → $276M (+$21M)

7% more funds holding

Funds holding: 6772 (+5)

1.05% less ownership

Funds ownership: 65.36%64.3% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

75% less call options, than puts

Call options by funds: $741K | Put options by funds: $3.02M

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
27
Reduced
23
Closed
9
Calls
$741K
Puts
$3.02M
Net Calls
-$2.27M
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
PDT Partners
New York
$153K +$157K +11,500 New
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$135K +$139K +10,143 New
EVC
53
Eidelman Virant Capital
Missouri
$133K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$132K
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$107K +$110K +8,083 New
Bank of America
56
Bank of America
North Carolina
$102K -$434K -31,756 -81%
Osaic Holdings
57
Osaic Holdings
Arizona
$101K +$52.7K +3,857 +104%
PCM
58
Penserra Capital Management
California
$68K +$70.8K +5,188 New
BG
59
Bollard Group
Massachusetts
$39K
CFFP
60
Center for Financial Planning
Michigan
$33K
Legal & General Group
61
Legal & General Group
United Kingdom
$22K +$2.02K +148 +10%
AIP
62
Ameritas Investment Partners
Nebraska
$20K
TF
63
TimeScale Financial
Massachusetts
$20K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$18K +$6.13K +449 +48%
TRCT
65
Tower Research Capital (TRC)
New York
$15K +$3.26K +239 +27%
Citigroup
66
Citigroup
New York
$12K -$3.36K -246 -21%
PHK
67
Point72 Hong Kong
Hong Kong
$8K +$8.3K +608 New
Wells Fargo
68
Wells Fargo
California
$6K -$80.5K -5,893 -92%
CAM
69
ClariVest Asset Management
California
$6K +$5.71K +418 New
UBS Group
70
UBS Group
Switzerland
$3K -$35.5K -2,597 -91%
RIM
71
Rockbridge Investment Management
New York
$1K
AIG
72
American International Group
New York
$141 +$6.77K +496 +5%
AAP
73
Ardsley Advisory Partners
Connecticut
-$1.56M -120,263 Closed
Renaissance Technologies
74
Renaissance Technologies
New York
-$563K -43,300 Closed
MHP
75
Manatuck Hill Partners
Connecticut
-$509K -39,184 Closed

ALTG Hedge Fund Activity: Q2 2021 in Review

72 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2021, worth a combined $276M — up 8.2% from $255M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ALTG positions and 9 closed out — a net gain of 5 holders — while 27 added to existing stakes and 23 trimmed.

The largest buyer was B. Riley Financial, adding an estimated $5.03M. The largest seller was Russell Investments Group, cutting an estimated $2.5M.

  • 72 institutional investors held Alta Equipment Group (ALTG) as of Q2 2021, up from 67 in Q1 2021.
  • Funds reported $276M of Alta Equipment Group stock for Q2 2021, up 8.2% quarter-over-quarter.
  • 14 funds opened new Alta Equipment Group positions in Q2 2021 and 9 closed out, a net change of +5 holders.
  • The largest Alta Equipment Group buyer in Q2 2021 was B. Riley Financial, an estimated $5.03M added.
  • The largest Alta Equipment Group seller in Q2 2021 was Russell Investments Group, an estimated $2.5M sold.

Based on aggregated 13F filings for Q2 2021.