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Alta Equipment Group

41 hedge funds and large institutions have $102M invested in Alta Equipment Group in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

48% more capital invested

Capital invested by funds: $69M → $102M (+$33.1M)

41% more funds holding

Funds holding: 2941 (+12)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

21.82% more ownership

Funds ownership: 46.87%68.69% (+22%)

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
10
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Castle Creek Arbitrage
Colorado
$10.6M +$10.6M +1,060,000 New
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$9.4M +$9.36M +939,200 New
Tudor Investment Corp
3
Tudor Investment Corp
Connecticut
$5.5M
PC
4
Periscope Capital
Ontario, Canada
$5.42M -$510K -51,200 -9%
OAM
5
Oxford Asset Management
United Kingdom
$4.87M +$3.85M +386,822 +387%
CWM
6
CIBC World Markets
New York
$4.62M
HSBC Holdings
7
HSBC Holdings
United Kingdom
$4.57M -$2.52M -253,230 -36%
MI
8
MMCAP International
Cayman Islands
$4.54M +$4.52M +453,184 New
KC
9
Kepos Capital
New York
$4M +$2.43M +243,750 +156%
KPF
10
K2 Principal Fund
Ontario, Canada
$3.99M +$3.97M +398,521 New
SAM
11
Silverback Asset Management
North Carolina
$3.75M +$3.74M +375,000 New
AA
12
AQR Arbitrage
Connecticut
$3.7M -$2.79M -280,000 -43%
GCIA
13
Gabelli & Co Investment Advisers
New York
$3.54M +$529K +53,100 +18%
WRBC
14
W.R. Berkley Corp
Connecticut
$3.53M +$1.53M +153,906 +78%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.5M +$996K +100,000 +40%
GF
16
Gabelli Funds
New York
$3.12M +$467K +46,900 +18%
CIM
17
Cowen Investment Management
New York
$3M
BCM
18
Basso Capital Management
Connecticut
$2.39M +$1.77M +177,524 +291%
GCL
19
Glazer Capital LLC
New York
$2.29M +$290K +29,063 +15%
WAM
20
Wolverine Asset Management
Illinois
$2.06M +$1.86M +187,173 +1,020%
BRWM
21
B. Riley Wealth Management
Tennessee
$2.02M
DCM
22
Dupont Capital Management
Delaware
$2M +$1.99M +200,000 New
RCM
23
Rivernorth Capital Management
Florida
$1.5M +$1.49M +149,999 New
Millennium Management
24
Millennium Management
New York
$1.25M +$1.25M +125,285 New
YCM
25
Yakira Capital Management
Connecticut
$1.01M +$1M +100,500 New

ALTG Hedge Fund Activity: Q4 2019 in Review

41 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2019, worth a combined $102M — up 48% from $69M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTG positions and 7 closed out — a net gain of 12 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Castle Creek Arbitrage, opening a new position worth an estimated $10.6M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $6.73M sold.

  • 41 institutional investors held Alta Equipment Group (ALTG) as of Q4 2019, up from 29 in Q3 2019.
  • Funds reported $102M of Alta Equipment Group stock for Q4 2019, up 48% quarter-over-quarter.
  • 19 funds opened new Alta Equipment Group positions in Q4 2019 and 7 closed out, a net change of +12 holders.
  • The largest Alta Equipment Group buyer in Q4 2019 was Castle Creek Arbitrage, an estimated $10.6M added.
  • The largest Alta Equipment Group seller in Q4 2019 was Karpus Investment Management, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2019.