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Alta Equipment Group

123 hedge funds and large institutions have $314M invested in Alta Equipment Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 115123 (+8)

4% more capital invested

Capital invested by funds: $303M → $314M (+$10.9M)

1.74% less ownership

Funds ownership: 75.79%74.06% (-1.7%)

78% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $6.32M

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
53
Reduced
33
Closed
16
Calls
$1.36M
Puts
$6.32M
Net Calls
-$4.96M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$50.6K +$6.79K +591 +18%
QCG
102
Quadrant Capital Group
Ohio
$50K +$9.21K +801 +26%
CFFP
103
Center for Financial Planning
Michigan
$49.4K +$3.64K +317 +9%
Group One Trading
104
Group One Trading
Illinois
$48K +$42.6K +3,706 New
ACM
105
Aquatic Capital Management
Illinois
$47.9K -$80.4K -7,000 -65%
BG
106
Bollard Group
Massachusetts
$39K +$161 +14 +0.5%
Lazard Asset Management
107
Lazard Asset Management
New York
$32K
AIP
108
Ameritas Investment Partners
Nebraska
$30K
PAS
109
Point72 Asia (Singapore)
Singapore
$22K +$19.5K +1,697 New
NC
110
nVerses Capital
Florida
$18.1K +$16.1K +1,400 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$17K -$83K -7,226 -85%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$15.1K
SSG
113
Summit Securities Group
New York
$13K +$11.5K +1,000 New
AB
114
Amalgamated Bank
New York
$9K -$25.9K -2,253 -77%
S
115
SignatureFD
Georgia
$8.59K +$184 +16 +2%
TRCT
116
Tower Research Capital (TRC)
New York
$8.13K -$27.1K -2,360 -79%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$6K +$3.03K +264 +124%
Osaic Holdings
118
Osaic Holdings
Arizona
$5.18K -$5.17K -450 -53%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$2.99K +$1.41K +123 +114%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$842 +$425 +37 +132%
LC
121
Lindbrook Capital
California
$337
FFA
122
Farther Finance Advisors
California
$201 +$149 +13 +433%
AWM
123
Avior Wealth Management
Nebraska
$77 +$69 +6 New
BRF
124
B. Riley Financial
California
-$44.7M -3,609,763 Closed
HCM
125
Hodges Capital Management
Texas
-$1.97M -159,400 Closed

ALTG Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2024, worth a combined $314M — up 3.6% from $303M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALTG positions and 16 closed out — a net gain of 9 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was 272 Capital, adding an estimated $13.2M. The largest seller was B. Riley Financial, exiting entirely with an estimated $44.7M sold.

  • 123 institutional investors held Alta Equipment Group (ALTG) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $314M of Alta Equipment Group stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 25 funds opened new Alta Equipment Group positions in Q1 2024 and 16 closed out, a net change of +9 holders.
  • The largest Alta Equipment Group buyer in Q1 2024 was 272 Capital, an estimated $13.2M added.
  • The largest Alta Equipment Group seller in Q1 2024 was B. Riley Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2024.