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Alta Equipment Group

85 hedge funds and large institutions have $186M invested in Alta Equipment Group in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

9% more funds holding

Funds holding: 7885 (+7)

0.62% more ownership

Funds ownership: 63.28%63.9% (+0.62%)

26% less capital invested

Capital invested by funds: $253M → $186M (-$66.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

99% less call options, than puts

Call options by funds: $29K | Put options by funds: $3.02M

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
35
Reduced
25
Closed
7
Calls
$29K
Puts
$3.02M
Net Calls
-$3M
Net Calls Change
-$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$159K -$50K -4,563 -21%
AG
52
Algert Global
California
$118K +$144K +13,130 New
Wolverine Trading
53
Wolverine Trading
Illinois
$115K +$141K +12,819 New
SRAM
54
Spouting Rock Asset Management
Pennsylvania
$113K +$139K +12,639 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$110K
DADC
56
D.A. Davidson & Co
Montana
$110K +$135K +12,307 New
JP Morgan Chase
57
JP Morgan Chase
New York
$101K -$83.2K -7,590 -40%
American Century Companies
58
American Century Companies
Missouri
$99K -$9.22K -841 -7%
MIM
59
MetLife Investment Management
New Jersey
$97.8K
Osaic Holdings
60
Osaic Holdings
Arizona
$90K +$31.6K +2,882 +41%
Barclays
61
Barclays
United Kingdom
$90K +$53.6K +4,888 +95%
AIG
62
American International Group
New York
$88K +$4.76K +434 +5%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$85K +$81.9K +7,470 +373%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$80K +$7.59K +692 +8%
GCM
65
Gladius Capital Management
Illinois
$38K +$45.6K +4,160 New
TRCT
66
Tower Research Capital (TRC)
New York
$32K +$33.5K +3,054 +557%
CFFP
67
Center for Financial Planning
Michigan
$31K
DWA
68
Dorsey Wright & Associates
California
$27K -$2.04K -186 -6%
BG
69
Bollard Group
Massachusetts
$26K
AB
70
Amalgamated Bank
New York
$24K +$2.64K +241 +10%
Legal & General Group
71
Legal & General Group
United Kingdom
$17K +$2.95K +269 +17%
AIP
72
Ameritas Investment Partners
Nebraska
$13K
TF
73
TimeScale Financial
Massachusetts
$13K
PCM
74
Penserra Capital Management
California
$13K +$877 +80 +6%
Citigroup
75
Citigroup
New York
$13K +$7.54K +688 +87%

ALTG Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2022, worth a combined $186M — down 26% from $253M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTG positions and 7 closed out — a net gain of 8 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was B. Riley Financial, adding an estimated $3.61M. The largest seller was Granahan Investment Management, cutting an estimated $2.67M.

  • 85 institutional investors held Alta Equipment Group (ALTG) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $186M of Alta Equipment Group stock for Q2 2022, down 26% quarter-over-quarter.
  • 15 funds opened new Alta Equipment Group positions in Q2 2022 and 7 closed out, a net change of +8 holders.
  • The largest Alta Equipment Group buyer in Q2 2022 was B. Riley Financial, an estimated $3.61M added.
  • The largest Alta Equipment Group seller in Q2 2022 was Granahan Investment Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q2 2022.