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AlTi Global
ALTI

75 hedge funds and large institutions have $330M invested in AlTi Global in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $317M → $330M (+$13.1M)

0.85% more ownership

Funds ownership: 95.76% → 96.61% (+0.85%)

4% less funds holding

Funds holding: 78 → 75 (-3)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
75
Holders Change
-3
Holders Change %
-3.85%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
13
Reduced
10
Closed
11
Calls
$71K
Puts
–
Net Calls
+$71K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$4.09M
2
TCA
Taconic Capital Advisors
New York
+$4.01M
3
Calamos Advisors
Calamos Advisors
Illinois
+$2.08M
4
MC
Meteora Capital
Florida
+$1.49M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
IPCP
Iron Park Capital Partners
New York
-$5.21M
2
MP
Mangrove Partners
Connecticut
-$4.92M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$983K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$707K
5
UOC
UBS O'Connor
Illinois
-$655K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Whitebox Advisors
Minnesota
$969K – – –
WAM
52
Wolverine Asset Management
Illinois
$883K +$14.9K +1,506 +2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$858K -$1.51K -153 -0.2%
CCM
54
Context Capital Management
California
$620K – – –
SIM
55
Sandia Investment Management
Massachusetts
$497K +$496K +50,150 New
YCM
56
Yakira Capital Management
Connecticut
$496K – – –
E
57
Ergoteles
New York
$408K +$210K +21,205 +106%
KIM
58
Karpus Investment Management
New York
$324K – – –
SAMU
59
SONA Asset Management (US)
New York
$281K – – –
CC
60
Centiva Capital
New York
$271K +$270K +27,300 New
VF
61
Virtu Financial
New York
$268K +$268K +27,049 New
GCWM
62
Graham Capital Wealth Management
District of Columbia
$263K +$11.1K +1,122 +4%
Capstone Investment Advisors
63
Capstone Investment Advisors
New York
$248K – – –
AA
64
Ancora Advisors
Ohio
$214K – – –
PP
65
Paloma Partners
Connecticut
$212K – – –
MIG
66
Mariner Investment Group
New York
$159K – – –
Geode Capital Management
67
Geode Capital Management
Massachusetts
$156K +$28.9K +2,925 +23%
HIM
68
HGC Investment Management
Ontario, Canada
$143K -$142K -14,396 -50%
Verition Fund Management
69
Verition Fund Management
Connecticut
$111K – – –
DCM
70
Dupont Capital Management
Delaware
$99K – – –
SMH
71
Sanders Morris Harris
Texas
$99K +$98.9K +10,000 New
UBS Group
72
UBS Group
Switzerland
$19K +$3.51K +355 +23%
TRCT
73
Tower Research Capital (TRC)
New York
$9K -$5.22K -528 -36%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$525 +$104K +10,467 +25%
IPCP
75
Iron Park Capital Partners
New York
– -$5.21M -530,554 Closed
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ALTI Hedge Fund Activity: Q3 2022 in Review

75 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2022, worth a combined $330M — up 4.1% from $317M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ALTI and 9 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 13 added.

The largest buyer was Citadel Advisors, adding an estimated $4.09M. The largest seller was Iron Park Capital Partners, exiting entirely with an estimated $5.21M sold.

  • 75 institutional investors held AlTi Global (ALTI) as of Q3 2022, down from 78 in Q2 2022.
  • Funds reported $330M of AlTi Global stock for Q3 2022, up 4.1% quarter-over-quarter.
  • 9 funds opened new AlTi Global positions in Q3 2022 and 11 closed out, a net change of -2 holders.
  • The largest AlTi Global buyer in Q3 2022 was Citadel Advisors, an estimated $4.09M added.
  • The largest AlTi Global seller in Q3 2022 was Iron Park Capital Partners, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2022.