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Alta Equipment Group

123 hedge funds and large institutions have $314M invested in Alta Equipment Group in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 33

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

7% more funds holding

Funds holding: 115123 (+8)

4% more capital invested

Capital invested by funds: $303M → $314M (+$10.9M)

1.74% less ownership

Funds ownership: 75.79%74.06% (-1.7%)

78% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $6.32M

Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
53
Reduced
33
Closed
16
Calls
$1.36M
Puts
$6.32M
Net Calls
-$4.96M
Net Calls Change
-$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Voss Capital
Texas
$43.2M +$1.08M +94,287 +3%
MRCM
2
Mill Road Capital Management
Connecticut
$39.6M +$8.02M +697,863 +30%
BlackRock
3
BlackRock
New York
$36.2M -$2.52M -219,085 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2M +$103K +8,962 +0.7%
2C
5
272 Capital
Texas
$15.7M +$13.2M +1,146,185 +1,637%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$11.5M +$10.2M +884,607 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$10.5M -$84.8K -7,377 -0.9%
GIM
8
Granahan Investment Management
Massachusetts
$10M -$2.94M -255,389 -25%
BFM
9
Boothbay Fund Management
New York
$7.53M +$6.27M +545,248 +1,511%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$7.12M -$273K -23,728 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.76M +$270K +23,509 +5%
N
12
Nuveen
North Carolina
$6.65M +$2.82M +245,230 +91%
State Street
13
State Street
Massachusetts
$6.03M +$77.9K +6,779 +1%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$5.48M +$1.02M +89,156 +26%
NCM
15
Nantahala Capital Management
Connecticut
$5.21M +$1.15M +100,000 +33%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$4.59M +$2.88M +250,302 +241%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$4.13M -$2.26M -196,483 -38%
FP
18
Foundry Partners
Minnesota
$3.81M +$661K +57,515 +24%
AA
19
Ancora Advisors
Ohio
$3.4M +$1.18M +102,660 +64%
RFA
20
Register Financial Advisors
Georgia
$3.01M +$505K +43,901 +23%
Morgan Stanley
21
Morgan Stanley
New York
$2.9M -$6.72M -584,676 -72%
ADEF
22
ABS Direct Equity Fund
Connecticut
$2.85M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.69M -$180K -15,638 -7%
Northern Trust
24
Northern Trust
Illinois
$2.64M -$128K -11,156 -5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.47M +$608K +52,896 +38%

ALTG Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q1 2024, worth a combined $314M — up 3.6% from $303M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALTG positions and 16 closed out — a net gain of 9 holders — while 53 added to existing stakes and 33 trimmed.

The largest buyer was 272 Capital, adding an estimated $13.2M. The largest seller was B. Riley Financial, exiting entirely with an estimated $44.7M sold.

  • 123 institutional investors held Alta Equipment Group (ALTG) as of Q1 2024, up from 115 in Q4 2023.
  • Funds reported $314M of Alta Equipment Group stock for Q1 2024, up 3.6% quarter-over-quarter.
  • 25 funds opened new Alta Equipment Group positions in Q1 2024 and 16 closed out, a net change of +9 holders.
  • The largest Alta Equipment Group buyer in Q1 2024 was 272 Capital, an estimated $13.2M added.
  • The largest Alta Equipment Group seller in Q1 2024 was B. Riley Financial, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2024.