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Alta Equipment Group

62 hedge funds and large institutions have $191M invested in Alta Equipment Group in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,811% more call options, than puts

Call options by funds: $172K | Put options by funds: $9K

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

30% more capital invested

Capital invested by funds: $147M → $191M (+$44.5M)

1.01% more ownership

Funds ownership: 63.52%64.53% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 6662 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
28
Reduced
16
Closed
6
Calls
$172K
Puts
$9K
Net Calls
+$163K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$57.8M
NCM
2
Nantahala Capital Management
Connecticut
$25.7M +$1.33M +154,488 +6%
GIM
3
Granahan Investment Management
Massachusetts
$15.2M -$1.61M -186,555 -11%
PCM
4
Portolan Capital Management
Massachusetts
$12.4M +$1.17M +135,483 +12%
BlackRock
5
BlackRock
New York
$11.8M +$409K +47,363 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.74M +$348K +40,230 +5%
PAIM
7
Punch & Associates Investment Management
Minnesota
$8.16M +$1.33M +153,866 +23%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$5.69M +$892K +103,205 +22%
William Blair & Company
9
William Blair & Company
Illinois
$5.33M +$4.38M +507,143 +1,575%
VC
10
Voss Capital
Texas
$5.04M +$3.01M +348,678 +216%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$4.91M -$143K -16,574 -3%
FP
12
Foundry Partners
Minnesota
$4.44M +$156K +18,035 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.77M +$99.8K +11,550 +4%
EPM
14
Equitec Proprietary Markets
Illinois
$2.72M +$340K +39,387 +17%
State Street
15
State Street
Massachusetts
$2.58M +$551K +63,797 +32%
MAG
16
Millrace Asset Group
Pennsylvania
$2.37M -$321K -37,123 -13%
Northern Trust
17
Northern Trust
Illinois
$1.92M -$36.9K -4,266 -2%
RCG
18
Rock Creek Group
District of Columbia
$1.67M +$901K +104,285 +161%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$1.5M -$74.3K -8,600 -5%
AA
20
Ancora Advisors
Ohio
$1.07M -$217K -25,129 -19%
AAP
21
Ardsley Advisory Partners
Connecticut
$1.04M
MPAM
22
Monarch Partners Asset Management
Massachusetts
$941K -$606K -70,090 -42%
BMCM
23
Black Maple Capital Management
Wisconsin
$741K +$648K +75,000 New
N
24
Nuveen
North Carolina
$679K -$142K -16,442 -19%
JP Morgan Chase
25
JP Morgan Chase
New York
$545K +$339K +39,284 +248%

ALTG Hedge Fund Activity: Q4 2020 in Review

62 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2020, worth a combined $191M — up 30% from $147M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALTG and 3 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 28 added.

The largest buyer was William Blair & Company, adding an estimated $4.38M. The largest seller was Friess Associates, exiting entirely with an estimated $2.91M sold.

  • 62 institutional investors held Alta Equipment Group (ALTG) as of Q4 2020, down from 66 in Q3 2020.
  • Funds reported $191M of Alta Equipment Group stock for Q4 2020, up 30% quarter-over-quarter.
  • 3 funds opened new Alta Equipment Group positions in Q4 2020 and 6 closed out, a net change of -3 holders.
  • The largest Alta Equipment Group buyer in Q4 2020 was William Blair & Company, an estimated $4.38M added.
  • The largest Alta Equipment Group seller in Q4 2020 was Friess Associates, an estimated $2.91M sold.

Based on aggregated 13F filings for Q4 2020.