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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
Bank of America
76
Bank of America
North Carolina
$203K -$235K -15,939 -58%
American Century Companies
77
American Century Companies
Missouri
$203K -$10.9K -738 -6%
AI
78
Atom Investors
Texas
$201K +$171K +11,574 New
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$197K -$1.53M -103,887 -90%
MIM
80
MetLife Investment Management
New Jersey
$189K
VRS
81
Virginia Retirement Systems
Virginia
$173K +$148K +10,000 New
Deutsche Bank
82
Deutsche Bank
Germany
$165K -$54K -3,657 -28%
AIG
83
American International Group
New York
$159K -$12.6K -853 -9%
Barclays
84
Barclays
United Kingdom
$150K -$27.3K -1,852 -18%
Citigroup
85
Citigroup
New York
$107K +$83K +5,622 +1,073%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$83.8K
QT
87
Quantbot Technologies
New York
$66.5K +$56.6K +3,837 New
CFFP
88
Center for Financial Planning
Michigan
$60.7K
Simplex Trading
89
Simplex Trading
Illinois
$54K -$87.6K -5,938 -65%
BG
90
Bollard Group
Massachusetts
$51K +$177 +12 +0.4%
AB
91
Amalgamated Bank
New York
$50K +$10.4K +704 +32%
Osaic Holdings
92
Osaic Holdings
Arizona
$41.1K +$1.15K +78 +3%
SPIA
93
Steward Partners Investment Advisory
New York
$33.1K +$28.2K +1,909 New
DWA
94
Dorsey Wright & Associates
California
$32.1K +$2.75K +186 +11%
SOW
95
State of Wyoming
Wyoming
$31.4K +$26.7K +1,809 New
TF
96
TimeScale Financial
Massachusetts
$26.4K +$89 +6 +0.4%
AIP
97
Ameritas Investment Partners
Nebraska
$26.1K
NA
98
NewEdge Advisors
Louisiana
$20.9K +$17.8K +1,203 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$20.2K
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$20K -$251 -17 -1%

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.