AlTi Global
ALTI
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.
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: 42 → 47 (+5)
1.15% more ownership
Funds ownership: 8.97% → 10.12% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.79M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.54M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$932K |
| 4 |
State Street
Boston,
Massachusetts
|
+$483K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Swiss National Bank
Zurich,
Switzerland
|
-$316K |
| 2 |
CG
Caprock Group
Boise,
Idaho
|
-$220K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$153K |
| 4 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$125K |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| – | -$65.5K | -11,577 | Closed |
|
|
GFL
52
Granite FO LLC
Bedford,
New Hampshire
| – | -$20.6K | -5,000 | Closed |
|
53
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$26.3K | -4,640 | Closed |
|
|
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$7.04K | -1,243 | Closed |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| – | -$22 | -4 | Closed |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$197 | +41 | +1,367% |
|
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.