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Alta Equipment Group

99 hedge funds and large institutions have $103M invested in Alta Equipment Group in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

30% less capital invested

Capital invested by funds: $148M → $103M (-$44.7M)

Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$574K
Puts
$476K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$17K
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$17K
BG
78
Bollard Group
Massachusetts
$14K
Legal & General Group
79
Legal & General Group
United Kingdom
$14K
CCM
80
Coldstream Capital Management
Washington
$12.5K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$10.9K
AIP
82
Ameritas Investment Partners
Nebraska
$10.8K
SSG
83
Summit Securities Group
New York
$9.38K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$9.11K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$6K
BIG
86
Brooklyn Investment Group
New York
$5.38K
GI
87
GAMMA Investing
California
$4.3K
AB
88
Amalgamated Bank
New York
$4K
FFA
89
Farther Finance Advisors
California
$1.92K
CIAM
90
Caitong International Asset Management
Hong Kong
$1.44K
NA
91
NewEdge Advisors
Louisiana
$1.38K
SAM
92
Smartleaf Asset Management
Massachusetts
$1.17K
TWD
93
True Wealth Design
Ohio
$906
RWM
94
Rialto Wealth Management
New York
$460
RIL
95
Rothschild Investment LLC
Illinois
$446
SC
96
Stephens Consulting
Michigan
$376
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$155
SCM
98
Sterling Capital Management
North Carolina
$131
EWA
99
EverSource Wealth Advisors
Alabama
$28
PCM
100
Portolan Capital Management
Massachusetts