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Alta Equipment Group

102 hedge funds and large institutions have $364M invested in Alta Equipment Group in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $273M → $364M (+$91.5M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 96102 (+6)

6.03% more ownership

Funds ownership: 65.4%71.43% (+6%)

98% less call options, than puts

Call options by funds: $53K | Put options by funds: $2.96M

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
45
Reduced
27
Closed
12
Calls
$53K
Puts
$2.96M
Net Calls
-$2.91M
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$159K +$3.34K +199 +2%
Simplex Trading
77
Simplex Trading
Illinois
$144K -$430K -25,611 -74%
Legal & General Group
78
Legal & General Group
United Kingdom
$141K +$118K +7,020 +370%
UBS Group
79
UBS Group
Switzerland
$135K -$1.26K -75 -0.9%
CMF
80
Counterpoint Mutual Funds
California
$107K +$114K +6,776 New
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$76.7K +$81.2K +4,837 New
Wells Fargo
82
Wells Fargo
California
$63.7K +$63.3K +3,774 +1,560%
CFFP
83
Center for Financial Planning
Michigan
$55.5K
PI
84
PEAK6 Investments
Illinois
$51.1K +$54.1K +3,226 New
BG
85
Bollard Group
Massachusetts
$47K
Osaic Holdings
86
Osaic Holdings
Arizona
$36.3K -$98K -5,840 -72%
AB
87
Amalgamated Bank
New York
$35K -$8.22K -490 -18%
GCM
88
Gladius Capital Management
Illinois
$34.8K -$15.2K -906 -29%
Group One Trading
89
Group One Trading
Illinois
$34.5K +$36.5K +2,175 New
DWA
90
Dorsey Wright & Associates
California
$26.4K -$3.12K -186 -10%
TRCT
91
Tower Research Capital (TRC)
New York
$26K +$7.01K +418 +34%
TF
92
TimeScale Financial
Massachusetts
$24.1K +$201 +12 +0.8%
AIP
93
Ameritas Investment Partners
Nebraska
$23.9K
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$18.5K -$2.5K -149 -11%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$18K -$18.8K -1,120 -48%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$16.3K +$10.8K +641 +165%
Citigroup
97
Citigroup
New York
$8.3K +$6.43K +383 +272%
QCG
98
Quadrant Capital Group
Ohio
$8.24K +$8.73K +520 New
PA
99
Parallel Advisors
California
$2.49K
LC
100
Lindbrook Capital
California
$1.89K

ALTG Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2023, worth a combined $364M — up 34% from $273M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTG positions and 12 closed out — a net gain of 7 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Voss Capital, adding an estimated $13.9M. The largest seller was Nantahala Capital Management, cutting an estimated $9.43M.

  • 102 institutional investors held Alta Equipment Group (ALTG) as of Q1 2023, up from 96 in Q4 2022.
  • Funds reported $364M of Alta Equipment Group stock for Q1 2023, up 34% quarter-over-quarter.
  • 19 funds opened new Alta Equipment Group positions in Q1 2023 and 12 closed out, a net change of +7 holders.
  • The largest Alta Equipment Group buyer in Q1 2023 was Voss Capital, an estimated $13.9M added.
  • The largest Alta Equipment Group seller in Q1 2023 was Nantahala Capital Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2023.