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AlTi Global
ALTI

42 hedge funds and large institutions have $26.1M invested in AlTi Global in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

0.33% less ownership

Funds ownership: 6.27% → 5.94% (-0.33%)

2% less funds holding

Funds holding: 43 → 42 (-1)

7% less capital invested

Capital invested by funds: $27.9M → $26.1M (-$1.83M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$414K
2
State Street
State Street
Massachusetts
+$290K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$289K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$232K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$196K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$511K
2
Walleye Capital
Walleye Capital
New York
-$271K
3
Walleye Trading
Walleye Trading
New York
-$152K
4
TA
Tiedemann Advisors
New York
-$151K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$95.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$79.9K -$511K -68,968 -86%
AIG
27
American International Group
New York
$73.1K +$2.77K +373 +4%
Morgan Stanley
28
Morgan Stanley
New York
$72.9K -$47.9K -6,455 -38%
Deutsche Bank
29
Deutsche Bank
Germany
$57K +$60.7K +8,191 New
Barclays
30
Barclays
United Kingdom
$55.8K +$1.1K +148 +2%
Wells Fargo
31
Wells Fargo
California
$29.6K -$33.7K -4,540 -52%
AB
32
Amalgamated Bank
New York
$22K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$20K +$8.99K +1,212 +73%
TRCT
34
Tower Research Capital (TRC)
New York
$12.3K +$356 +48 +3%
AIP
35
Ameritas Investment Partners
Nebraska
$12.1K – – –
MLICM
36
Metropolitan Life Insurance Company (MetLife)
New York
$8.65K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$7.45K -$95.9K -12,929 -92%
Federated Hermes
38
Federated Hermes
Pennsylvania
$5.89K +$6.28K +847 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.65K +$2.34K +316 +151%
Citigroup
40
Citigroup
New York
$383 -$49.8K -6,719 -99%
LFG
41
Larson Financial Group
Missouri
$77 – – –
DCM
42
Dupont Capital Management
Delaware
$28 – – –
Walleye Capital
43
Walleye Capital
New York
– -$271K -35,397 Closed
Walleye Trading
44
Walleye Trading
New York
– -$152K -19,906 Closed
Jane Street
45
Jane Street
New York
– -$94.8K -12,377 Closed
MCM
46
Moore Capital Management
New York
– -$86.2K -11,250 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$82.7K -10,798 Closed
LC
48
Littlejohn & Co
Connecticut
– -$6.37K -832 Closed
1
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ALTI Hedge Fund Activity: Q3 2023 in Review

42 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2023, worth a combined $26.1M — down 6.5% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALTI and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $414K. The largest seller was Invesco, cutting an estimated $511K.

  • 42 institutional investors held AlTi Global (ALTI) as of Q3 2023, down from 43 in Q2 2023.
  • Funds reported $26.1M of AlTi Global stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 5 funds opened new AlTi Global positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest AlTi Global buyer in Q3 2023 was BlackRock, an estimated $414K added.
  • The largest AlTi Global seller in Q3 2023 was Invesco, an estimated $511K sold.

Based on aggregated 13F filings for Q3 2023.