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AlTi Global
ALTI

42 hedge funds and large institutions have $26.1M invested in AlTi Global in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

0.33% less ownership

Funds ownership: 6.27% → 5.94% (-0.33%)

2% less funds holding

Funds holding: 43 → 42 (-1)

7% less capital invested

Capital invested by funds: $27.9M → $26.1M (-$1.83M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$414K
2
State Street
State Street
Massachusetts
+$290K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$289K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$232K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$196K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$511K
2
Walleye Capital
Walleye Capital
New York
-$271K
3
Walleye Trading
Walleye Trading
New York
-$152K
4
TA
Tiedemann Advisors
New York
-$151K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$95.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.31M +$414K +55,863 +4%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.31M +$196K +26,374 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.25M +$232K +31,304 +7%
State Street
4
State Street
Massachusetts
$2.65M +$290K +39,077 +11%
Northern Trust
5
Northern Trust
Illinois
$1.34M +$45.2K +6,100 +3%
Charles Schwab
6
Charles Schwab
California
$1.27M +$116K +15,591 +9%
TA
7
Tiedemann Advisors
New York
$1.06M -$151K -20,318 -12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$390K – – –
Swiss National Bank
9
Swiss National Bank
Switzerland
$355K +$50.4K +6,800 +15%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$295K – – –
Russell Investments Group
11
Russell Investments Group
United Kingdom
$271K +$289K +38,990 New
MI
12
MMCAP International
Cayman Islands
$252K – – –
MFIM
13
Mesirow Financial Investment Management
Illinois
$248K +$116K +15,642 +78%
CG
14
Caprock Group
Idaho
$244K – – –
N
15
Nuveen
North Carolina
$196K – – –
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$175K +$2.22K +299 +1%
Legal & General Group
17
Legal & General Group
United Kingdom
$155K +$165K +22,248 New
Goldman Sachs
18
Goldman Sachs
New York
$134K +$28.3K +3,815 +25%
Bank of America
19
Bank of America
North Carolina
$119K +$101K +13,661 +394%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$119K +$8.96K +1,208 +8%
Marshall Wace
21
Marshall Wace
United Kingdom
$104K – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$103K -$15.8K -2,128 -13%
CS
23
Credit Suisse
Switzerland
$102K +$109K +14,712 New
UBS Group
24
UBS Group
Switzerland
$100K +$79.9K +10,782 +295%
MIM
25
MetLife Investment Management
New Jersey
$83.5K – – –
1
2

ALTI Hedge Fund Activity: Q3 2023 in Review

42 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q3 2023, worth a combined $26.1M — down 6.5% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALTI and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $414K. The largest seller was Invesco, cutting an estimated $511K.

  • 42 institutional investors held AlTi Global (ALTI) as of Q3 2023, down from 43 in Q2 2023.
  • Funds reported $26.1M of AlTi Global stock for Q3 2023, down 6.5% quarter-over-quarter.
  • 5 funds opened new AlTi Global positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest AlTi Global buyer in Q3 2023 was BlackRock, an estimated $414K added.
  • The largest AlTi Global seller in Q3 2023 was Invesco, an estimated $511K sold.

Based on aggregated 13F filings for Q3 2023.