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AlTi Global

43 hedge funds and large institutions have $27.9M invested in AlTi Global in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

87% more funds holding

Funds holding: 2343 (+20)

55% more capital invested

Capital invested by funds: $18M → $27.9M (+$9.91M)

2.55% more ownership

Funds ownership: 3.72%6.27% (+2.6%)

Holders
43
Holders Change
+20
Holders Change %
+86.96%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
MetLife Investment Management
New Jersey
$91.9K +$84K +11,993 New
MCM
27
Moore Capital Management
New York
$86.2K +$78.8K +11,250 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$82.7K -$1.72M -245,631 -96%
AIG
29
American International Group
New York
$77.6K +$70.9K +10,125 New
Wells Fargo
30
Wells Fargo
California
$67.4K +$60.5K +8,634 +5,430%
Barclays
31
Barclays
United Kingdom
$60.2K -$9.67K -1,380 -15%
Citigroup
32
Citigroup
New York
$51.9K +$16K +2,281 +51%
UBS Group
33
UBS Group
Switzerland
$28K +$23.1K +3,296 +918%
Bank of America
34
Bank of America
North Carolina
$26.6K -$126K -17,928 -84%
AB
35
Amalgamated Bank
New York
$24K +$22.3K +3,189 New
AIP
36
Ameritas Investment Partners
Nebraska
$13.3K +$12.2K +1,737 New
TRCT
37
Tower Research Capital (TRC)
New York
$13.2K +$4.41K +629 +58%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$13K +$11.7K +1,669 New
MLICM
39
Metropolitan Life Insurance Company (MetLife)
New York
$9.52K +$8.71K +1,243 New
LC
40
Littlejohn & Co
Connecticut
$6.37K +$5.83K +832 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.6K +$1.46K +209 New
LFG
42
Larson Financial Group
Missouri
$84
DCM
43
Dupont Capital Management
Delaware
$31
HF
44
HRT Financial
New York
-$249K -19,865 Closed
HCM
45
Highbridge Capital Management
New York
-$183K -14,604 Closed
Point72 Asset Management
46
Point72 Asset Management
Connecticut
-$71.7K -5,721 Closed
CSS
47
Cubist Systematic Strategies
Connecticut
-$63K -5,023 Closed
PMEF
48
Point72 Middle East FZE
United Arab Emirates
-$49.8K -3,975 Closed

ALTI Hedge Fund Activity: Q2 2023 in Review

43 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2023, worth a combined $27.9M — up 55% from $18M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALTI positions and 5 closed out — a net gain of 20 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $6.81M. The largest seller was Susquehanna International Group, cutting an estimated $1.72M.

  • 43 institutional investors held AlTi Global (ALTI) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $27.9M of AlTi Global stock for Q2 2023, up 55% quarter-over-quarter.
  • 25 funds opened new AlTi Global positions in Q2 2023 and 5 closed out, a net change of +20 holders.
  • The largest AlTi Global buyer in Q2 2023 was BlackRock, an estimated $6.81M added.
  • The largest AlTi Global seller in Q2 2023 was Susquehanna International Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2023.