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Alta Equipment Group

96 hedge funds and large institutions have $273M invested in Alta Equipment Group in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $225M → $273M (+$47.6M)

4% more funds holding

Funds holding: 9296 (+4)

1.44% more ownership

Funds ownership: 63.96%65.4% (+1.4%)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

96% less call options, than puts

Call options by funds: $120K | Put options by funds: $3.35M

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
34
Reduced
33
Closed
8
Calls
$120K
Puts
$3.35M
Net Calls
-$3.23M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
2C
51
272 Capital
Texas
$359K -$1.78M -147,878 -84%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$315K +$53.9K +4,472 +23%
Bank of America
53
Bank of America
North Carolina
$277K +$127K +10,570 +101%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$215K +$9.16K +761 +5%
TI
55
Trexquant Investment
Connecticut
$208K -$38.3K -3,183 -17%
Man Group
56
Man Group
United Kingdom
$179K +$164K +13,589 New
JP Morgan Chase
57
JP Morgan Chase
New York
$176K -$26.9K -2,234 -14%
SRAM
58
Spouting Rock Asset Management
Pennsylvania
$167K
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$162K +$12 +1 +0%
CSS
60
Cubist Systematic Strategies
Connecticut
$150K -$128K -10,651 -48%
DADC
61
D.A. Davidson & Co
Montana
$146K -$16.4K -1,365 -11%
MIM
62
MetLife Investment Management
New Jersey
$144K
Marshall Wace
63
Marshall Wace
United Kingdom
$143K -$603K -50,085 -82%
CC
64
Corton Capital
Ontario, Canada
$141K +$129K +10,699 New
AG
65
Algert Global
California
$138K -$79.8K -6,624 -39%
VIA
66
Virtus Investment Advisers
Connecticut
$133K +$122K +10,117 New
OQS
67
Occudo Quantitative Strategies
Florida
$132K +$121K +10,009 New
AIG
68
American International Group
New York
$129K -$434 -36 -0.4%
Deutsche Bank
69
Deutsche Bank
Germany
$126K +$1.69K +140 +1%
Acadian Asset Management
70
Acadian Asset Management
Massachusetts
$125K +$115K +9,509 New
UBS Group
71
UBS Group
Switzerland
$113K +$103K +8,594 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$109K +$1.12K +93 +1%
Osaic Holdings
73
Osaic Holdings
Arizona
$107K +$2.22K +184 +2%
Barclays
74
Barclays
United Kingdom
$73.4K +$50.1K +4,162 +296%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K -$9.8K -814 -19%

ALTG Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2022, worth a combined $273M — up 21% from $225M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ALTG positions and 8 closed out — a net gain of 4 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Mill Road Capital Management, adding an estimated $4.33M. The largest seller was Portolan Capital Management, cutting an estimated $2.23M.

  • 96 institutional investors held Alta Equipment Group (ALTG) as of Q4 2022, up from 92 in Q3 2022.
  • Funds reported $273M of Alta Equipment Group stock for Q4 2022, up 21% quarter-over-quarter.
  • 12 funds opened new Alta Equipment Group positions in Q4 2022 and 8 closed out, a net change of +4 holders.
  • The largest Alta Equipment Group buyer in Q4 2022 was Mill Road Capital Management, an estimated $4.33M added.
  • The largest Alta Equipment Group seller in Q4 2022 was Portolan Capital Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2022.