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AlTi Global

ALTI

Market cap $399M

42 hedge funds and large institutions have $37.2M invested in AlTi Global in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New

Increased

Maintained

Reduced

Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

43% more capital invested

Capital invested by funds: $26.1M → $37.2M (+$11.1M)

0.62% more ownership

Funds ownership: 5.94% → 6.56% (+0.62%)

0% more funds holding

Funds holding: 42 → 42 (0)

Holders

Holders Change

–

Holders Change %

% of All Funds

0.61%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

Rank	Fund	Capital Flow
1	BlackRock New York	+$1.38M
2	Morgan Stanley New York	+$574K
3	Geode Capital Management Boston, Massachusetts	+$457K
4	Vanguard Group Malvern, Pennsylvania	+$309K
5	Barclays London, United Kingdom	+$219K

Top Sellers

Rank	Fund	Capital Flow
1	Russell Investments Group London, United Kingdom	-$271K
2	Mirae Asset Global Investments Seoul, South Korea	-$209K
3	Marshall Wace London, United Kingdom	-$104K
4	Invesco Atlanta, Georgia	-$10.8K
5	TRCT Tower Research Capital (TRC) New York	-$3.99K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	MIM 26 MetLife Investment Management Whippany, New Jersey	$105K	–	–	–
27	AIG 27 American International Group New York	$99.4K	+$6.41K	+852	+8%
28	28 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$90.8K	+$78K	+10,366	New
29	29 Invesco Atlanta, Georgia	$88K	-$10.8K	-1,434	-12%
30	30 Deutsche Bank Frankfurt Am Main Ge, Germany	$71.8K	–	–	–
31	31 Royal Bank of Canada Toronto, Ontario, Canada	$65K	+$34K	+4,516	+157%
32	32 Wells Fargo San Francisco, California	$52.1K	+$12.7K	+1,695	+40%
33	33 Citigroup New York	$28.8K	+$24.3K	+3,233	+5,878%
34	AB 34 Amalgamated Bank New York	$26K	-$1.59K	-211	-7%
35	AIP 35 Ameritas Investment Partners Lincoln, Nebraska	$15.2K	–	–	–
36	36 Federated Hermes Pittsburgh, Pennsylvania	$13K	+$4.77K	+634	+75%
37	MLICM 37 Metropolitan Life Insurance Company (MetLife) New York	$10.9K	–	–	–
38	TRCT 38 Tower Research Capital (TRC) New York	$10.9K	-$3.99K	-530	-30%
39	39 New York State Common Retirement Fund Albany, New York	$9.37K	-$8	-1	-0.1%
40	40 Fidelity Investments Boston, Massachusetts	$3.78K	-$699	-93	-18%
41	LFG 41 Larson Financial Group St Louis, Missouri	$96	–	–	–
42	DCM 42 Dupont Capital Management Wilmington, Delaware	$35	–	–	–
43	43 Russell Investments Group London, United Kingdom	–	-$271K	-38,990	Closed
44	44 Marshall Wace London, United Kingdom	–	-$104K	-14,998	Closed

ALTI Hedge Fund Activity: Q4 2023 in Review

42 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q4 2023, worth a combined $37.2M — up 43% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ALTI positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Russell Investments Group, exiting entirely with an estimated $271K sold.

42 institutional investors held AlTi Global (ALTI) as of Q4 2023, unchanged from Q3 2023.
Funds reported $37.2M of AlTi Global stock for Q4 2023, up 43% quarter-over-quarter.
3 funds opened new AlTi Global positions in Q4 2023 and 2 closed out, a net change of +1 holder.
The largest AlTi Global buyer in Q4 2023 was BlackRock, an estimated $1.38M added.
The largest AlTi Global seller in Q4 2023 was Russell Investments Group, an estimated $271K sold.

Based on aggregated 13F filings for Q4 2023.

AlTi Global ALTI Market cap $399M