We are live on ! Find out more
ALTG icon

Alta Equipment Group

102 hedge funds and large institutions have $153M invested in Alta Equipment Group in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.99% less ownership

Funds ownership: 69.38%68.39% (-0.99%)

11% less funds holding

Funds holding: 115102 (-13)

18% less capital invested

Capital invested by funds: $185M → $153M (-$32.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

56% less call options, than puts

Call options by funds: $960K | Put options by funds: $2.17M

Holders
102
Holders Change
-13
Holders Change %
-11.3%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
43
Reduced
37
Closed
27
Calls
$960K
Puts
$2.17M
Net Calls
-$1.22M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$70.6K
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$57K +$65.7K +8,546 New
Wells Fargo
78
Wells Fargo
California
$55.7K -$4.37K -568 -6%
CFFP
79
Center for Financial Planning
Michigan
$35.8K +$11.5K +1,493 +39%
NA
80
NewEdge Advisors
Louisiana
$28.9K -$6.61K -860 -17%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$21.5K +$16.4K +2,130 +202%
Legal & General Group
82
Legal & General Group
United Kingdom
$21.1K -$56.1K -7,292 -70%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$21K +$854 +111 +4%
BG
84
Bollard Group
Massachusetts
$20K +$185 +24 +0.8%
AIP
85
Ameritas Investment Partners
Nebraska
$15.6K
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$13.1K -$137K -17,763 -90%
SAM
87
Smartleaf Asset Management
Massachusetts
$11.4K +$13.5K +1,752 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$10K +$8.38K +1,090 +280%
TRCT
89
Tower Research Capital (TRC)
New York
$8.94K -$141K -18,308 -93%
Osaic Holdings
90
Osaic Holdings
Arizona
$8.47K -$8 -1 -0.1%
A
91
AlphaQuest
New York
$6.83K -$69.1K -8,985 -90%
AB
92
Amalgamated Bank
New York
$5K
VWM
93
Venturi Wealth Management
Texas
$4.51K +$5.14K +669 New
S
94
SignatureFD
Georgia
$2.35K
CPA
95
Capital Performance Advisors
California
$1.6K +$1.82K +237 New
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.26K +$1.09K +142 +316%
CAL
97
Capital Advisors Ltd
Ohio
$1K +$746 +97 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$222 -$4.45K -579 -95%
RIL
99
Rothschild Investment LLC
Illinois
$202 -$231 -30 -50%
SCM
100
Sterling Capital Management
North Carolina
$189 +$215 +28 New

ALTG Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2024, worth a combined $153M — down 18% from $185M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ALTG and 14 opened new positions — a net loss of 13 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was Mill Road Capital Management, adding an estimated $5M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.51M.

  • 102 institutional investors held Alta Equipment Group (ALTG) as of Q3 2024, down from 115 in Q2 2024.
  • Funds reported $153M of Alta Equipment Group stock for Q3 2024, down 18% quarter-over-quarter.
  • 14 funds opened new Alta Equipment Group positions in Q3 2024 and 27 closed out, a net change of -13 holders.
  • The largest Alta Equipment Group buyer in Q3 2024 was Mill Road Capital Management, an estimated $5M added.
  • The largest Alta Equipment Group seller in Q3 2024 was Punch & Associates Investment Management, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.