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AlTi Global

43 hedge funds and large institutions have $27.9M invested in AlTi Global in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

87% more funds holding

Funds holding: 2343 (+20)

55% more capital invested

Capital invested by funds: $18M → $27.9M (+$9.91M)

2.55% more ownership

Funds ownership: 3.72%6.27% (+2.6%)

Holders
43
Holders Change
+20
Holders Change %
+86.96%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.82M +$6.81M +971,771 +314%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.44M +$1.48M +210,772 +88%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.34M +$980K +139,845 +47%
State Street
4
State Street
Massachusetts
$2.61M +$2.21M +315,530 +1,223%
Northern Trust
5
Northern Trust
Illinois
$1.43M +$1.02M +145,826 +356%
TA
6
Tiedemann Advisors
New York
$1.32M +$1.21M +172,097 New
Charles Schwab
7
Charles Schwab
California
$1.28M +$341K +48,655 +41%
Invesco
8
Invesco
Georgia
$616K +$563K +80,442 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$430K +$393K +56,073 New
Swiss National Bank
10
Swiss National Bank
Switzerland
$339K +$310K +44,267 New
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$324K +$297K +42,338 New
Walleye Capital
12
Walleye Capital
New York
$271K +$248K +35,397 New
CG
13
Caprock Group
Idaho
$268K +$245K +35,000 New
MI
14
MMCAP International
Cayman Islands
$252K +$94.8K +13,534 +118%
N
15
Nuveen
North Carolina
$216K +$198K +28,214 New
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$190K +$174K +24,852 New
MFIM
17
Mesirow Financial Investment Management
Illinois
$153K +$140K +20,024 New
Walleye Trading
18
Walleye Trading
New York
$152K +$139K +19,906 New
Morgan Stanley
19
Morgan Stanley
New York
$130K -$169K -24,076 -59%
JP Morgan Chase
20
JP Morgan Chase
New York
$129K +$118K +16,870 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$121K +$111K +15,839 New
Goldman Sachs
22
Goldman Sachs
New York
$118K +$108K +15,374 New
Marshall Wace
23
Marshall Wace
United Kingdom
$115K +$105K +14,998 New
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$107K +$98.1K +14,000 New
Jane Street
25
Jane Street
New York
$94.8K -$14.8K -2,114 -15%

ALTI Hedge Fund Activity: Q2 2023 in Review

43 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q2 2023, worth a combined $27.9M — up 55% from $18M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALTI positions and 5 closed out — a net gain of 20 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock, adding an estimated $6.81M. The largest seller was Susquehanna International Group, cutting an estimated $1.72M.

  • 43 institutional investors held AlTi Global (ALTI) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $27.9M of AlTi Global stock for Q2 2023, up 55% quarter-over-quarter.
  • 25 funds opened new AlTi Global positions in Q2 2023 and 5 closed out, a net change of +20 holders.
  • The largest AlTi Global buyer in Q2 2023 was BlackRock, an estimated $6.81M added.
  • The largest AlTi Global seller in Q2 2023 was Susquehanna International Group, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2023.