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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
CFFP
76
Center for Financial Planning
Michigan
$46.2K
GCM
77
Gladius Capital Management
Illinois
$40.9K -$1.66K -138 -4%
BG
78
Bollard Group
Massachusetts
$39K
AB
79
Amalgamated Bank
New York
$35K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$30K +$22.5K +1,866 +413%
Legal & General Group
81
Legal & General Group
United Kingdom
$25K
DWA
82
Dorsey Wright & Associates
California
$24.4K +$22.3K +1,853 New
AIP
83
Ameritas Investment Partners
Nebraska
$24.2K
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$17.3K
TF
85
TimeScale Financial
Massachusetts
$16.6K
TRCT
86
Tower Research Capital (TRC)
New York
$16K -$21.3K -1,772 -59%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$5.12K -$4.07K -338 -47%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$4.87K +$492K +40,850 +12%
CA
89
CoreCap Advisors
Michigan
$3.96K +$3.61K +300 New
Wells Fargo
90
Wells Fargo
California
$3.19K -$1.7K -141 -37%
PA
91
Parallel Advisors
California
$2.07K
Citigroup
92
Citigroup
New York
$1.86K -$2.13K -177 -56%
LC
93
Lindbrook Capital
California
$1.57K
Lazard Asset Management
94
Lazard Asset Management
New York
$1K
NA
95
NewEdge Advisors
Louisiana
$19 +$16.9K +1,405 New
CS
96
Credit Suisse
Switzerland
$13 -$1.39K -115 -99%
PI
97
PEAK6 Investments
Illinois
-$488K -40,528 Closed
HF
98
HRT Financial
New York
-$226K -20,616 Closed
EGM
99
Engineers Gate Manager
New York
-$193K -17,490 Closed
JF
100
Jump Financial
Illinois
-$184K -16,700 Closed

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.