Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alta Equipment Group Inc (ALTG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — ALTG

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ALTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
125 funds currently hold this stock — 94% of the 3.0-year high of 133 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 56% buying

70 buying54 selling
Last quarter: 70 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new ALTG position: 17 → 42 → 11 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
59 out of 125 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.
📊

Peak discovery — momentum slowing

15 → 17 → 42 → 11 → 24 new funds/Q
New funds entering each quarter: 17 → 42 → 11 → 24. ALTG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 127 holders: 71 (56%) are 2+ year veterans, 23 entered 1–2 years ago, and 33 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
33 of 124 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — ALTG

In 2026 Q1, 70 hedge funds were net buyers of ALTG (24 opened a new position, 46 added to an existing one), while 54 reduced or exited (40 trimmed, 14 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 125.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Alta Equipment Group Inc (ALTG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ALTG has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
ALTG
+32.6%
XLI
+10.5%

ALTG outperformed XLI by +22.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ALTG
+11.4%
XLI
+4.2%

Since the filing became public, ALTG outperformed XLI by +7.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: ALTG
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 115 7.83%
13F Shares 19M 20M -3.42%
Total Value $101M $90M 11.3%
New Positions 23 11 +12
Increased Positions 46 44 +2
Closed Positions 14 29 -15
Reduced Positions 38 40 -2
Total Calls 3 2 50.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: ALTG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

124 + investors

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

QUARTER:
Top 25 ALTG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PharVision Advisers, LLC 18.62% 11,292 $61K
2 Mill Road Capital Management LLC 12.31% 4,373,208 $23.5M
3 Voss Capital, LP 0.69% 2,424,100 $13.0M
4 ABS Direct Equity Fund LLC 0.40% 97,425 $523K
5 Meixler Investment Management, Ltd. 0.26% 93,067 $488K
6 Register Financial Advisors LLC 0.22% 109,111 $586K
7 Nantahala Capital Management, LLC 0.18% 934,774 $5.0M
8 CastleKnight Management LP 0.09% 984,688 $5.3M
9 Melone Private Wealth, LLC 0.06% 25,157 $135K
10 Odyssean, LLC 0.05% 27,012 $145K
11 RBF Capital, LLC 0.05% 179,956 $966K
12 Rock Creek Group LLC 0.05% 86,687 $466K
13 R Squared Ltd 0.04% 13,365 $72K
14 Royce & Associates LP 0.03% 560,783 $3.0M
15 De Lisle Partners LLP 0.03% 39,392 $211K
16 Occudo Quantitative Strategies LP 0.01% 21,483 $166K
17 Inscription Capital, LLC 0.01% 12,135 $65K
18 First Eagle Investment Management, LLC 0.01% 730,437 $3.9M
19 Bridgeway Capital Management, LLC 0.00% 39,400 $212K
20 Center for Financial Planning, Inc. 0.00% 7,044 $38K
21 Jacobs Levy Equity Management, Inc 0.00% 121,115 $650K
22 AlphaQuest LLC 0.00% 10,453 $48K
23 Wolverine Asset Management LLC 0.00% 50,320 $270K
24 Strs Ohio 0.00% 87,900 $472K
25 CIBC Bancorp USA Inc. 0.00% 256,347 $1.4M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ALTG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ALTG?

Slight buying edge — 56% buying: Last quarter: 70 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ALTG holders?

Smaller funds dominant — 17% AUM from top-100: 33 of 124 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ALTG?

47% of holders stayed for 2+ years: 59 out of 125 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.

Is it too late to buy Alta Equipment Group Inc (ALTG) following the 2026 Q1 hedge fund 13F filings?

As of today, ALTG has moved +11.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of +7.2%. Since the quarter end (March 31, 2026), ALTG has gained +32.6% vs +10.5% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →