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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
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$183K
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$182K +$41.7K +2,787 +23%
Legal & General Group
78
Legal & General Group
United Kingdom
$175K +$1.79K +120 +0.8%
NRD
79
Nebula Research & Development
New York
$163K +$202K +13,530 New
AIG
80
American International Group
New York
$139K +$35.4K +2,363 +26%
Deutsche Bank
81
Deutsche Bank
Germany
$134K +$24.5K +1,636 +17%
MIM
82
MetLife Investment Management
New Jersey
$131K
VRS
83
Virginia Retirement Systems
Virginia
$131K +$13.5K +900 +9%
QC
84
Quadrature Capital
United Kingdom
$127K +$158K +10,545 New
CC
85
Corton Capital
Ontario, Canada
$126K +$156K +10,428 New
Barclays
86
Barclays
United Kingdom
$94.2K -$12.7K -850 -10%
PI
87
PEAK6 Investments
Illinois
$90.5K +$112K +7,506 New
SPIA
88
Steward Partners Investment Advisory
New York
$67.2K +$54.8K +3,666 +192%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$63.6K +$78.9K +5,274 New
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$58.3K
QT
91
Quantbot Technologies
New York
$45K -$1.59K -106 -3%
NA
92
NewEdge Advisors
Louisiana
$43.6K +$36.1K +2,414 +201%
CFFP
93
Center for Financial Planning
Michigan
$42.2K
BG
94
Bollard Group
Massachusetts
$36K +$165 +11 +0.4%
Osaic Holdings
95
Osaic Holdings
Arizona
$35.3K +$8.3K +555 +23%
AB
96
Amalgamated Bank
New York
$35K
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$35K +$25.6K +1,709 +145%
Lazard Asset Management
98
Lazard Asset Management
New York
$33K +$40.2K +2,687 +2,799%
TRCT
99
Tower Research Capital (TRC)
New York
$31.8K +$31.2K +2,088 +383%
AIP
100
Ameritas Investment Partners
Nebraska
$27.9K +$12.1K +808 +54%

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.