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.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
35 of 124 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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. 26% of total institutional value in ALTG is held by top-100 AUM funds, reflecting strong institutional quality. 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 Q2 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 June 30, 2026 · 45d ago
ALTG
+9.6%
XLI
+0.7%

ALTG outperformed XLI by +8.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
ALTG
+0.0%
XLI
+0.0%

Since the filing became public, ALTG outperformed XLI by +0.0% .

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
2026 Q2 Stats Unlock in 5 days 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

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Valuation Measures Data as of: --

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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 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ALTG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mill Road Capital Management LLC 13.97% 4,373,208 $28.3M
2 Meixler Investment Management, Ltd. 0.33% 92,742 $600K
3 Register Financial Advisors LLC 0.29% 146,635 $949K
4 Dynamic Technology Lab Private Ltd 0.07% 47,348 $306K
5 Melone Private Wealth, LLC 0.06% 25,157 $163K
6 Royce & Associates LP 0.05% 1,010,296 $6.5M
7 RBF Capital, LLC 0.04% 148,760 $962K
8 Occudo Quantitative Strategies LP 0.02% 56,258 $364K
9 De Lisle Partners LLP 0.01% 19,280 $125K
10 Wolverine Asset Management LLC 0.01% 177,840 $1.2M
11 Inscription Capital, LLC 0.01% 13,922 $90K
12 First Eagle Investment Management, LLC 0.01% 520,000 $3.4M
13 Bridgeway Capital Management, LLC 0.00% 39,400 $255K
14 Center for Financial Planning, Inc. 0.00% 7,044 $46K
15 XTX Topco Ltd 0.00% 43,340 $280K
16 Strs Ohio 0.00% 87,900 $569K
17 Graham Capital Management, L.P. 0.00% 17,323 $112K
18 Walleye Capital LLC 0.00% 87,812 $568K
19 CIBC Bancorp USA Inc. 0.00% 256,462 $1.7M
20 Ritholtz Wealth Management 0.00% 18,104 $117K
21 Versant Capital Management, Inc 0.00% 2,896 $19K
22 Quadrature Capital Ltd 0.00% 29,522 $191K
23 Centiva Capital, LP 0.00% 26,184 $169K
24 Trexquant Investment LP 0.00% 37,433 $242K
25 Connor, Clark & Lunn Investment Management Ltd. 0.00% 108,287 $701K
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?

Strong quality — 26% AUM from major funds: 35 of 124 holders rank in the top 100 by AUM, accounting for 26% 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?

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 Q2 hedge fund 13F filings?

As of today, ALTG has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ALTG has gained +9.6% vs +0.7% 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.

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