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Alight

234 hedge funds and large institutions have $4B invested in Alight in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 106 increasing their positions, 63 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $6.46M

68% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 63

0.31% more ownership

Funds ownership: 4.71%5.02% (+0.31%)

4% less funds holding

Funds holding: 245234 (-11)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

17% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 52

21% less capital invested

Capital invested by funds: $5.08B → $4B (-$1.07B)

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
3.38%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.27%
New
43
Increased
106
Reduced
63
Closed
52
Calls
$15.6M
Puts
$6.46M
Net Calls
+$9.1M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$16.1K +$13.7K +82 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$16K -$9.49K -57 -35%
SPIA
203
Steward Partners Investment Advisory
New York
$14.8K
S
204
SignatureFD
Georgia
$13K -$59.9K -360 -80%
PS
205
Principal Securities
Iowa
$12.9K +$14.6K +88 New
C
206
Covestor
United Kingdom
$8K -$5.83K -35 -38%
IHWM
207
Iron Horse Wealth Management
Iowa
$6.75K
EWA
208
EverSource Wealth Advisors
Alabama
$6.69K -$4.33K -26 -37%
CFFP
209
Center for Financial Planning
Michigan
$6.24K
LC
210
Lindbrook Capital
California
$5.38K +$1.17K +7 +24%
GI
211
GAMMA Investing
California
$5.26K +$3K +18 +100%
US Bancorp
212
US Bancorp
Minnesota
$4.13K +$4.66K +28 New
AAP
213
Arax Advisory Partners
Colorado
$3.85K +$4.33K +26 New
MG
214
Mather Group
Illinois
$3.07K +$2.66K +16 New
SAM
215
Smartleaf Asset Management
Massachusetts
$3.01K +$3.5K +21 New
PWMG
216
Private Wealth Management Group
New Jersey
$3K +$2.33K +14 +233%
FFA
217
Farther Finance Advisors
California
$2.71K +$499 +3 +19%
HNB
218
Huntington National Bank
Ohio
$1.62K +$666 +4 +57%
BFPW
219
BOK Financial Private Wealth
Colorado
$1.48K
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.46K +$666 +4 +67%
QL
221
Quarry LP
New York
$1.34K +$1.5K +9 New
NMM
222
Naples Money Management
Florida
$1.25K +$1.5K +9 New
RIL
223
Rothschild Investment LLC
Illinois
$1.22K +$999 +6 +300%
OWA
224
Opal Wealth Advisors
New York
$1.11K +$1.33K +8 New
BIA
225
Bell Investment Advisors
California
$997