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Alta Equipment Group

66 hedge funds and large institutions have $147M invested in Alta Equipment Group in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 6566 (+1)

1% more capital invested

Capital invested by funds: $145M → $147M (+$1.92M)

0.35% more ownership

Funds ownership: 63.17%63.52% (+0.35%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
21
Closed
8
Calls
$125K
Puts
Net Calls
+$125K
Net Calls Change
+$125K
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$45.8M
NCM
2
Nantahala Capital Management
Connecticut
$19.1M +$76.5K +9,637 +0.4%
GIM
3
Granahan Investment Management
Massachusetts
$13.5M +$86.1K +10,849 +0.6%
BlackRock
4
BlackRock
New York
$9M +$3.64K +459 +0%
PCM
5
Portolan Capital Management
Massachusetts
$8.78M -$75.5K -9,512 -0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.62M -$4.12K -519 -0.1%
PAIM
7
Punch & Associates Investment Management
Minnesota
$5.26M +$2M +251,700 +60%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$4.02M +$4.08M +513,443 New
Russell Investments Group
9
Russell Investments Group
United Kingdom
$3.7M -$2.67M -336,032 -42%
FP
10
Foundry Partners
Minnesota
$3.38M -$185K -23,310 -5%
FA
11
Friess Associates
Delaware
$2.91M +$76.3K +9,611 +3%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$2.3M -$701K -88,257 -23%
MAG
13
Millrace Asset Group
Pennsylvania
$2.17M +$789K +99,381 +56%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.1M -$133K -16,774 -6%
EPM
15
Equitec Proprietary Markets
Illinois
$1.85M +$1.87M +236,049 New
Northern Trust
16
Northern Trust
Illinois
$1.55M -$65.8K -8,292 -4%
State Street
17
State Street
Massachusetts
$1.55M +$180K +22,700 +13%
MPAM
18
Monarch Partners Asset Management
Massachusetts
$1.29M +$423K +53,290 +48%
VC
19
Voss Capital
Texas
$1.26M +$1.28M +161,339 New
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$1.26M
AA
21
Ancora Advisors
Ohio
$1.04M -$743K -93,534 -41%
Goldman Sachs
22
Goldman Sachs
New York
$832K +$65.5K +8,248 +8%
AAP
23
Ardsley Advisory Partners
Connecticut
$824K
MHP
24
Manatuck Hill Partners
Connecticut
$728K +$161K +20,300 +28%
N
25
Nuveen
North Carolina
$668K +$340K +42,872 +101%

ALTG Hedge Fund Activity: Q3 2020 in Review

66 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2020, worth a combined $147M — up 1.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTG positions and 8 closed out — a net gain of 1 holder — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $4.08M. The largest seller was Fort Baker Capital Management, exiting entirely with an estimated $2.88M sold.

  • 66 institutional investors held Alta Equipment Group (ALTG) as of Q3 2020, up from 65 in Q2 2020.
  • Funds reported $147M of Alta Equipment Group stock for Q3 2020, up 1.3% quarter-over-quarter.
  • 9 funds opened new Alta Equipment Group positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest Alta Equipment Group buyer in Q3 2020 was Loomis, Sayles & Company, an estimated $4.08M added.
  • The largest Alta Equipment Group seller in Q3 2020 was Fort Baker Capital Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2020.