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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
GCM
101
Gladius Capital Management
Illinois
$18.9K -$16.3K -1,105 -50%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$14.6K -$2.77K -188 -18%
QCG
103
Quadrant Capital Group
Ohio
$14.2K +$4.38K +297 +57%
TRCT
104
Tower Research Capital (TRC)
New York
$9.45K -$16.4K -1,109 -67%
ACM
105
Aquatic Capital Management
Illinois
$7K +$5.9K +400 New
PA
106
Parallel Advisors
California
$2.72K
Group One Trading
107
Group One Trading
Illinois
$2.36K -$30.1K -2,039 -94%
FCAG
108
First Capital Advisors Group
New Jersey
$2.32K +$1.98K +134 New
LC
109
Lindbrook Capital
California
$2.06K
Lazard Asset Management
110
Lazard Asset Management
New York
$1K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K +$679 +46 New
Federated Hermes
112
Federated Hermes
Pennsylvania
-$8.87M -559,616 Closed
EI
113
EAM Investors
California
-$1.62M -101,922 Closed
HIM
114
Hillsdale Investment Management
Ontario, Canada
-$1.57M -98,755 Closed
N
115
Numerai
California
-$459K -28,986 Closed
Squarepoint
116
Squarepoint
New York
-$309K -19,470 Closed
SG Americas Securities
117
SG Americas Securities
New York
-$276K -17,420 Closed
DC
118
Diametric Capital
Massachusetts
-$198K -12,485 Closed
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
-$169K -10,686 Closed
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
-$161K -10,149 Closed
CMF
121
Counterpoint Mutual Funds
California
-$107K -6,776 Closed
PI
122
PEAK6 Investments
Illinois
-$51.1K -3,226 Closed

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.