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Alta Equipment Group

115 hedge funds and large institutions have $185M invested in Alta Equipment Group in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

4.67% less ownership

Funds ownership: 74.06%69.38% (-4.7%)

7% less funds holding

Funds holding: 123115 (-8)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

41% less capital invested

Capital invested by funds: $314M → $185M (-$129M)

72% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $4.47M

Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
22
Increased
48
Reduced
39
Closed
29
Calls
$1.24M
Puts
$4.47M
Net Calls
-$3.23M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
101
Bollard Group
Massachusetts
$24K +$213 +21 +0.7%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$24K +$16.9K +1,668 +129%
AIP
103
Ameritas Investment Partners
Nebraska
$18.6K
Osaic Holdings
104
Osaic Holdings
Arizona
$10.1K +$8.68K +858 +215%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$8.48K -$215K -21,235 -95%
SSG
106
Summit Securities Group
New York
$8K +$405 +40 +4%
AB
107
Amalgamated Bank
New York
$7K +$1.54K +152 +23%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$4.92K +$3.86K +381 +165%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$3K -$891 -88 -18%
S
110
SignatureFD
Georgia
$2.81K -$3.18K -314 -47%
QCG
111
Quadrant Capital Group
Ohio
$1.7K -$37K -3,653 -95%
PI
112
PEAK6 Investments
Illinois
$788 -$187K -18,521 -99%
RIL
113
Rothschild Investment LLC
Illinois
$482 +$607 +60 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$362 -$202 -20 -31%
GI
115
GAMMA Investing
California
$273 +$344 +34 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
-$4.59M -354,027 Closed
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
-$4.13M -318,894 Closed
Two Sigma Investments
118
Two Sigma Investments
New York
-$1.38M -106,603 Closed
MAG
119
Millrace Asset Group
Pennsylvania
-$1.23M -95,143 Closed
RC
120
RBF Capital
California
-$777K -60,000 Closed
SPA
121
Sherbrooke Park Advisers
New York
-$645K -49,773 Closed
CSS
122
Cubist Systematic Strategies
Connecticut
-$553K -42,702 Closed
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
-$537K -41,503 Closed
ECM
124
ExodusPoint Capital Management
New York
-$520K -40,150 Closed
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
-$488K -37,647 Closed

ALTG Hedge Fund Activity: Q2 2024 in Review

115 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q2 2024, worth a combined $185M — down 41% from $314M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ALTG and 22 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Greenhaven Road Investment Management, adding an estimated $7.88M. The largest seller was BlackRock, cutting an estimated $8.14M.

  • 115 institutional investors held Alta Equipment Group (ALTG) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $185M of Alta Equipment Group stock for Q2 2024, down 41% quarter-over-quarter.
  • 22 funds opened new Alta Equipment Group positions in Q2 2024 and 29 closed out, a net change of -7 holders.
  • The largest Alta Equipment Group buyer in Q2 2024 was Greenhaven Road Investment Management, an estimated $7.88M added.
  • The largest Alta Equipment Group seller in Q2 2024 was BlackRock, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2024.