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Alta Equipment Group

102 hedge funds and large institutions have $153M invested in Alta Equipment Group in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 37

0.99% less ownership

Funds ownership: 69.38%68.39% (-0.99%)

11% less funds holding

Funds holding: 115102 (-13)

18% less capital invested

Capital invested by funds: $185M → $153M (-$32.5M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

56% less call options, than puts

Call options by funds: $960K | Put options by funds: $2.17M

Holders
102
Holders Change
-13
Holders Change %
-11.3%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
43
Reduced
37
Closed
27
Calls
$960K
Puts
$2.17M
Net Calls
-$1.22M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1
Mill Road Capital Management
Connecticut
$28.4M +$5M +650,214 +18%
VC
2
Voss Capital
Texas
$20.2M +$76.9K +10,000 +0.3%
BlackRock
3
BlackRock
New York
$13.5M +$131K +17,066 +0.9%
GRIM
4
Greenhaven Road Investment Management
Connecticut
$12.1M +$1M +130,613 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.75M +$100K +13,063 +0.9%
NCM
6
Nantahala Capital Management
Connecticut
$5.7M +$53K +6,893 +0.8%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$4.06M -$1.4M -182,070 -23%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.97M +$165K +21,506 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.61M -$217K -28,222 -5%
State Street
10
State Street
Massachusetts
$3.27M +$91.9K +11,946 +3%
2C
11
272 Capital
Texas
$2.8M -$571K -74,253 -15%
PP
12
Paloma Partners
Connecticut
$2.65M +$3.02M +392,633 New
BFM
13
Boothbay Fund Management
New York
$2.4M
RFA
14
Register Financial Advisors
Georgia
$2.26M -$7.18K -934 -0.3%
CM
15
CastleKnight Management
New York
$2.14M +$2.44M +317,914 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.92M +$1.27M +164,729 +137%
PAIM
17
Punch & Associates Investment Management
Minnesota
$1.83M -$3.51M -456,500 -63%
American Century Companies
18
American Century Companies
Missouri
$1.82M +$455K +59,119 +28%
RA
19
Royce & Associates
New York
$1.57M -$330K -42,884 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.46M -$163K -21,248 -9%
Northern Trust
21
Northern Trust
Illinois
$1.45M +$86.2K +11,204 +5%
AR
22
Advisory Research
Illinois
$1.45M -$86.1K -11,195 -5%
N
23
Nuveen
North Carolina
$1.41M -$256K -33,270 -14%
ADEF
24
ABS Direct Equity Fund
Connecticut
$1.41M -$83K -10,800 -5%
FP
25
Foundry Partners
Minnesota
$1.39M -$1.08M -140,475 -41%

ALTG Hedge Fund Activity: Q3 2024 in Review

102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q3 2024, worth a combined $153M — down 18% from $185M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ALTG and 14 opened new positions — a net loss of 13 holders — while 37 trimmed existing stakes and 43 added.

The largest buyer was Mill Road Capital Management, adding an estimated $5M. The largest seller was Punch & Associates Investment Management, cutting an estimated $3.51M.

  • 102 institutional investors held Alta Equipment Group (ALTG) as of Q3 2024, down from 115 in Q2 2024.
  • Funds reported $153M of Alta Equipment Group stock for Q3 2024, down 18% quarter-over-quarter.
  • 14 funds opened new Alta Equipment Group positions in Q3 2024 and 27 closed out, a net change of -13 holders.
  • The largest Alta Equipment Group buyer in Q3 2024 was Mill Road Capital Management, an estimated $5M added.
  • The largest Alta Equipment Group seller in Q3 2024 was Punch & Associates Investment Management, an estimated $3.51M sold.

Based on aggregated 13F filings for Q3 2024.