Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALTA EQUIPMENT GROUP INC (ALTG)

116 + Investors. Track Smart Money conviction in ALTG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — ALTG

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ALTG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
113 funds currently hold this stock — 88% of the 3.0-year high of 129 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

55 buying68 selling
Last quarter: 68 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-29 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 16 → 40 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 33% medium 15% new
59 out of 113 hedge funds have held ALTG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -39%

Value
-38%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -39%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

16 → 14 → 16 → 40 → 11 new funds/Q
New funds entering each quarter: 14 → 16 → 40 → 11. A growing number of institutions are discovering ALTG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 20% 1-2yr 19% new
Of 116 current holders: 71 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
26 of 113 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ALTG

How many hedge funds hold ALTG — quarterly history vs. share price
Quarterly hedge fund ownership of ALTG vs. share price

Market Analysis: ALTG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ALTG

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: ALTG
2026 Q1 Stats Unlock in 19 days 116 + Investors

Track Smart Money conviction in ALTG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 116 132 -12.12%
13F Shares 20M 21M -5.27%
Total Value $90M $147M -38.67%
New Positions 11 40 -29
Increased Positions 46 43 +3
Closed Positions 27 12 +15
Reduced Positions 48 37 +11
Total Calls 2 3 -33.33%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: ALTG

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

116 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ALTG. Verified SEC 13F-HR filings.

Top 19 institutional holders of ALTG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PharVision Advisers, LLC 18.62% 11,292 $61K
2 Register Financial Advisors LLC 0.22% 109,111 $586K
3 Melone Private Wealth, LLC 0.06% 25,157 $135K
4 R Squared Ltd 0.04% 13,365 $72K
5 Inscription Capital, LLC 0.01% 12,135 $65K
6 AlphaQuest LLC 0.00% 10,453 $48K
7 STRS OHIO 0.00% 87,900 $472K
8 Versant Capital Management, Inc 0.00% 2,926 $16K
9 RITHOLTZ WEALTH MANAGEMENT 0.00% 15,576 $84K
10 Police & Firemen's Retirement System of New Jersey 0.00% 5,403 $29K
11 Nuveen, LLC 0.00% 139,062 $747K
12 GAMMA Investing LLC 0.00% 506 $3K
13 Assenagon Asset Management S.A. 0.00% 12,086 $65K
14 True Wealth Design, LLC 0.00% 43
15 Sterling Capital Management LLC 0.00% 561 $3K
16 NISA INVESTMENT ADVISORS, LLC 0.00% 1,662 $9K
17 Farther Finance Advisors, LLC 0.00% 518 $3K
18 Root Financial Partners, LLC 0.00% 42
19 IFP Advisors, Inc 0.00% 21
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALTA EQUIPMENT GROUP INC (ALTG)

What does the Smart Money Trend signal show for ALTG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ALTG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ALTG?

More sellers than buyers — 45% buying: Last quarter: 68 funds reduced or exited vs 55 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ALTG holders?

Strong quality — 21% AUM from major funds: 26 of 113 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ALTG?

52% of holders stayed for 2+ years: 59 out of 113 hedge funds have held ALTG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.