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Alta Equipment Group

111 hedge funds and large institutions have $399M invested in Alta Equipment Group in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $364M → $399M (+$34.7M)

9% more funds holding

Funds holding: 102111 (+9)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.32% less ownership

Funds ownership: 71.43%71.11% (-0.32%)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $3.85M

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
41
Reduced
40
Closed
11
Calls
$2K
Puts
$3.85M
Net Calls
-$3.85M
Net Calls Change
-$943K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$605K -$1.89M -127,900 -79%
SO
52
STRS Ohio
Ohio
$596K +$10.3K +700 +2%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$590K +$503K +34,058 New
Connor, Clark & Lunn Investment Management (CC&L)
54
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$565K +$481K +32,613 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$445K -$80.8K -5,475 -18%
MFIM
56
Mesirow Financial Investment Management
Illinois
$440K -$148K -10,023 -28%
CCIA
57
Campbell & Co Investment Adviser
Maryland
$406K +$345K +23,406 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$380K -$41K -2,777 -11%
ZIM
59
Zacks Investment Management
Illinois
$377K
OQS
60
Occudo Quantitative Strategies
Florida
$365K -$137K -9,306 -31%
SIA
61
SkyView Investment Advisors
New Jersey
$356K +$303K +20,541 New
OIA
62
OneDigital Investment Advisors
Kansas
$352K +$299K +20,283 New
Citadel Advisors
63
Citadel Advisors
Florida
$327K -$2.09M -141,454 -88%
KFP
64
KB Financial Partners
New Jersey
$325K +$277K +18,758 New
AG
65
Algert Global
California
$310K +$82.8K +5,610 +46%
JF
66
Jump Financial
Illinois
$306K +$260K +17,630 New
CS
67
Credit Suisse
Switzerland
$305K +$55.5K +3,758 +27%
HF
68
HRT Financial
New York
$269K +$230K +15,563 New
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$262K +$280 +19 +0.1%
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$259K +$220K +14,921 New
JP Morgan Chase
71
JP Morgan Chase
New York
$257K -$20.7K -1,404 -9%
Legal & General Group
72
Legal & General Group
United Kingdom
$249K +$80.4K +5,447 +61%
B
73
Bailard
California
$230K +$196K +13,300 New
UBS Group
74
UBS Group
Switzerland
$228K +$68.2K +4,620 +54%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$213K +$30 +2 +0%

ALTG Hedge Fund Activity: Q2 2023 in Review

111 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2023, worth a combined $399M — up 9.5% from $364M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ALTG positions and 11 closed out — a net gain of 9 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.18M. The largest seller was Federated Hermes, exiting entirely with an estimated $8.87M sold.

  • 111 institutional investors held Alta Equipment Group (ALTG) as of Q2 2023, up from 102 in Q1 2023.
  • Funds reported $399M of Alta Equipment Group stock for Q2 2023, up 9.5% quarter-over-quarter.
  • 20 funds opened new Alta Equipment Group positions in Q2 2023 and 11 closed out, a net change of +9 holders.
  • The largest Alta Equipment Group buyer in Q2 2023 was Wells Fargo, an estimated $5.18M added.
  • The largest Alta Equipment Group seller in Q2 2023 was Federated Hermes, an estimated $8.87M sold.

Based on aggregated 13F filings for Q2 2023.