We are live on ! Find out more
ALTG icon

Alta Equipment Group

102 hedge funds and large institutions have $364M invested in Alta Equipment Group in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

34% more capital invested

Capital invested by funds: $273M → $364M (+$91.5M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 96102 (+6)

6.03% more ownership

Funds ownership: 65.4%71.43% (+6%)

98% less call options, than puts

Call options by funds: $53K | Put options by funds: $2.96M

Holders
102
Holders Change
+6
Holders Change %
+6.25%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
45
Reduced
27
Closed
12
Calls
$53K
Puts
$2.96M
Net Calls
-$2.91M
Net Calls Change
+$321K
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
1
B. Riley Financial
California
$95.1M
VC
2
Voss Capital
Texas
$34.5M +$13.9M +828,003 +61%
BlackRock
3
BlackRock
New York
$32.9M +$11.6M +689,619 +50%
MRCM
4
Mill Road Capital Management
Connecticut
$23M +$3.28M +195,400 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$16.9M +$286K +17,026 +2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$13.6M -$824K -49,074 -5%
GIM
7
Granahan Investment Management
Massachusetts
$12.8M -$3.41M -203,162 -20%
NCM
8
Nantahala Capital Management
Connecticut
$9.94M -$9.43M -561,878 -47%
Federated Hermes
9
Federated Hermes
Pennsylvania
$8.87M +$9.39M +559,616 New
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$8.42M -$126K -7,478 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.53M +$193K +11,493 +3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$5.82M -$32.3K -1,926 -0.5%
State Street
13
State Street
Massachusetts
$5.72M +$273K +16,261 +5%
SAM
14
Silvercrest Asset Management
New York
$4.96M -$853K -50,841 -14%
RCG
15
Rock Creek Group
District of Columbia
$4.42M
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$4.24M +$4.33M +258,032 +2,714%
Morgan Stanley
17
Morgan Stanley
New York
$3.9M +$3.59M +213,724 +657%
N
18
Nuveen
North Carolina
$3.86M +$1.16M +69,056 +40%
PCM
19
Portolan Capital Management
Massachusetts
$3.74M -$5.65M -336,503 -59%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.72M -$18.5K -1,105 -0.5%
FP
21
Foundry Partners
Minnesota
$3.7M +$220K +13,105 +6%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$2.94M +$1.93M +115,031 +163%
Goldman Sachs
23
Goldman Sachs
New York
$2.88M -$155K -9,243 -5%
Northern Trust
24
Northern Trust
Illinois
$2.88M +$92.4K +5,506 +3%
Invesco
25
Invesco
Georgia
$2.58M +$1.66M +98,620 +154%

ALTG Hedge Fund Activity: Q1 2023 in Review

102 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2023, worth a combined $364M — up 34% from $273M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTG positions and 12 closed out — a net gain of 7 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Voss Capital, adding an estimated $13.9M. The largest seller was Nantahala Capital Management, cutting an estimated $9.43M.

  • 102 institutional investors held Alta Equipment Group (ALTG) as of Q1 2023, up from 96 in Q4 2022.
  • Funds reported $364M of Alta Equipment Group stock for Q1 2023, up 34% quarter-over-quarter.
  • 19 funds opened new Alta Equipment Group positions in Q1 2023 and 12 closed out, a net change of +7 holders.
  • The largest Alta Equipment Group buyer in Q1 2023 was Voss Capital, an estimated $13.9M added.
  • The largest Alta Equipment Group seller in Q1 2023 was Nantahala Capital Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2023.