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AlTi Global

47 hedge funds and large institutions have $37.8M invested in AlTi Global in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $33.1M → $37.8M (+$4.73M)

12% more funds holding

Funds holding: 4247 (+5)

1.15% more ownership

Funds ownership: 8.97%10.12% (+1.2%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
19
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$65.4K +$58.6K +12,200 New
VOYA Investment Management
27
VOYA Investment Management
Georgia
$64.9K +$59.9K +12,459 New
Barclays
28
Barclays
United Kingdom
$63.5K -$49.9K -10,386 -46%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$59.3K +$54.7K +11,389 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$57K +$52.2K +10,867 New
UBS Group
31
UBS Group
Switzerland
$54.1K -$88K -18,306 -64%
MIM
32
MetLife Investment Management
New Jersey
$47.8K -$13.6K -2,825 -24%
Citigroup
33
Citigroup
New York
$39.5K +$17.8K +3,694 +95%
TRCT
34
Tower Research Capital (TRC)
New York
$26.2K +$13.9K +2,889 +135%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$22K +$16.2K +3,370 +476%
Deutsche Bank
36
Deutsche Bank
Germany
$21.6K -$17.1K -3,554 -46%
Legal & General Group
37
Legal & General Group
United Kingdom
$15.1K -$108K -22,499 -89%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$12.7K -$125K -26,086 -91%
AIP
39
Ameritas Investment Partners
Nebraska
$9.05K
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$5.74K -$82 -17 -2%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$4.36K +$572 +119 +17%
AB
42
Amalgamated Bank
New York
$4K
Nisa Investment Advisors
43
Nisa Investment Advisors
Missouri
$73 +$67 +14 New
LFG
44
Larson Financial Group
Missouri
$57 +$53 +11 New
DCM
45
Dupont Capital Management
Delaware
$21
AAP
46
Arax Advisory Partners
Colorado
$6 +$5 +1 New
Swiss National Bank
47
Swiss National Bank
Switzerland
-$316K -55,867 Closed
CG
48
Caprock Group
Idaho
-$220K -38,928 Closed
Invesco
49
Invesco
Georgia
-$153K -27,115 Closed
RJA
50
Raymond James & Associates
Florida
-$102K -18,000 Closed

ALTI Hedge Fund Activity: Q2 2024 in Review

47 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2024, worth a combined $37.8M — up 14% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ALTI positions and 9 closed out — a net gain of 6 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $2.79M. The largest seller was Swiss National Bank, exiting entirely with an estimated $316K sold.

  • 47 institutional investors held AlTi Global (ALTI) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $37.8M of AlTi Global stock for Q2 2024, up 14% quarter-over-quarter.
  • 15 funds opened new AlTi Global positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest AlTi Global buyer in Q2 2024 was BlackRock, an estimated $2.79M added.
  • The largest AlTi Global seller in Q2 2024 was Swiss National Bank, an estimated $316K sold.

Based on aggregated 13F filings for Q2 2024.