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Alta Equipment Group

103 hedge funds and large institutions have $148M invested in Alta Equipment Group in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 102103 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.5% less ownership

Funds ownership: 68.39%67.89% (-0.5%)

3% less capital invested

Capital invested by funds: $153M → $148M (-$4.88M)

65% less call options, than puts

Call options by funds: $721K | Put options by funds: $2.05M

Holders
103
Holders Change
+1
Holders Change %
+0.98%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
43
Reduced
30
Closed
15
Calls
$721K
Puts
$2.05M
Net Calls
-$1.33M
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1
Mill Road Capital Management
Connecticut
$27.9M +$392K +56,300 +1%
VC
2
Voss Capital
Texas
$19.1M -$558K -80,000 -3%
BlackRock
3
BlackRock
New York
$13.3M +$198K +28,468 +1%
GRIM
4
Greenhaven Road Investment Management
Connecticut
$11.7M +$9.01K +1,293 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.49M +$29K +4,165 +0.3%
PCM
6
Portolan Capital Management
Massachusetts
$5.56M +$5.93M +850,309 New
NCM
7
Nantahala Capital Management
Connecticut
$5.53M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.98M +$132K +18,926 +3%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$3.67M -$254K -36,425 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.55M +$46.6K +6,692 +1%
CM
11
CastleKnight Management
New York
$3.54M +$1.55M +223,072 +70%
State Street
12
State Street
Massachusetts
$3.25M +$72.2K +10,366 +2%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$2.59M +$2.76M +395,855 New
American Century Companies
14
American Century Companies
Missouri
$1.87M +$103K +14,788 +5%
RA
15
Royce & Associates
New York
$1.73M +$230K +33,035 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.56M +$159K +22,800 +11%
Northern Trust
17
Northern Trust
Illinois
$1.51M +$104K +14,925 +7%
RFA
18
Register Financial Advisors
Georgia
$1.46M -$778K -111,573 -33%
ADEF
19
ABS Direct Equity Fund
Connecticut
$1.37M
FP
20
Foundry Partners
Minnesota
$1.34M -$2.54K -365 -0.2%
PP
21
Paloma Partners
Connecticut
$1.32M -$1.33M -190,274 -48%
Bank of America
22
Bank of America
North Carolina
$1.23M +$781K +112,092 +148%
AR
23
Advisory Research
Illinois
$1.22M -$200K -28,760 -13%
Morgan Stanley
24
Morgan Stanley
New York
$1.19M +$240K +34,423 +23%
GCP
25
GSA Capital Partners
United Kingdom
$1.18M +$30.5K +4,378 +2%

ALTG Hedge Fund Activity: Q4 2024 in Review

103 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alta Equipment Group (ALTG) for Q4 2024, worth a combined $148M — down 3.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ALTG positions and 15 closed out — a net gain of 2 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $5.93M. The largest seller was 272 Capital, cutting an estimated $2.48M.

  • 103 institutional investors held Alta Equipment Group (ALTG) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $148M of Alta Equipment Group stock for Q4 2024, down 3.2% quarter-over-quarter.
  • 17 funds opened new Alta Equipment Group positions in Q4 2024 and 15 closed out, a net change of +2 holders.
  • The largest Alta Equipment Group buyer in Q4 2024 was Portolan Capital Management, an estimated $5.93M added.
  • The largest Alta Equipment Group seller in Q4 2024 was 272 Capital, an estimated $2.48M sold.

Based on aggregated 13F filings for Q4 2024.