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Alta Equipment Group

112 hedge funds and large institutions have $278M invested in Alta Equipment Group in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 29

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

1% more funds holding

Funds holding: 111112 (+1)

0.18% more ownership

Funds ownership: 71.11%71.3% (+0.18%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $399M → $278M (-$121M)

100% less call options, than puts

Call options by funds: $7K | Put options by funds: $2.54M

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
55
Reduced
29
Closed
12
Calls
$7K
Puts
$2.54M
Net Calls
-$2.53M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$466K
TC
52
TownSquare Capital
Utah
$464K -$50.2K -3,356 -8%
TA
53
Tectonic Advisors
Texas
$421K +$523K +34,935 New
SO
54
STRS Ohio
Ohio
$414K
Squarepoint
55
Squarepoint
New York
$395K +$490K +32,722 New
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$353K +$438K +29,264 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$331K +$26.7K +1,787 +7%
EGM
58
Engineers Gate Manager
New York
$330K -$183K -12,226 -31%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$323K +$388K +25,930 +3,083%
UBS Group
60
UBS Group
Switzerland
$320K +$200K +13,354 +102%
OQS
61
Occudo Quantitative Strategies
Florida
$312K +$72.3K +4,836 +23%
Bank of America
62
Bank of America
North Carolina
$306K +$205K +13,674 +117%
MFIM
63
Mesirow Financial Investment Management
Illinois
$306K
Two Sigma Investments
64
Two Sigma Investments
New York
$263K -$362K -24,213 -53%
ZIM
65
Zacks Investment Management
Illinois
$262K
SIA
66
SkyView Investment Advisors
New Jersey
$261K +$16K +1,067 +5%
Simplex Trading
67
Simplex Trading
Illinois
$261K +$277K +18,497 +584%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$251K -$16.4K -1,096 -5%
OIA
69
OneDigital Investment Advisors
Kansas
$248K +$4.79K +320 +2%
JF
70
Jump Financial
Illinois
$237K +$30.7K +2,051 +12%
KFP
71
KB Financial Partners
New Jersey
$230K +$4.79K +320 +2%
Millennium Management
72
Millennium Management
New York
$220K -$2.13M -142,655 -89%
CS
73
Credit Suisse
Switzerland
$201K -$14.2K -946 -5%
American Century Companies
74
American Century Companies
Missouri
$192K +$63.3K +4,229 +36%
JP Morgan Chase
75
JP Morgan Chase
New York
$190K +$13.7K +915 +6%

ALTG Hedge Fund Activity: Q3 2023 in Review

112 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2023, worth a combined $278M — down 30% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTG positions and 12 closed out — a net gain of 3 holders — while 55 added to existing stakes and 29 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $5.65M. The largest seller was B. Riley Financial, cutting an estimated $37.8M.

  • 112 institutional investors held Alta Equipment Group (ALTG) as of Q3 2023, up from 111 in Q2 2023.
  • Funds reported $278M of Alta Equipment Group stock for Q3 2023, down 30% quarter-over-quarter.
  • 15 funds opened new Alta Equipment Group positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest Alta Equipment Group buyer in Q3 2023 was Adage Capital Partners, an estimated $5.65M added.
  • The largest Alta Equipment Group seller in Q3 2023 was B. Riley Financial, an estimated $37.8M sold.

Based on aggregated 13F filings for Q3 2023.