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AlTi Global

42 hedge funds and large institutions have $37.2M invested in AlTi Global in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

43% more capital invested

Capital invested by funds: $26.1M → $37.2M (+$11.1M)

0.62% more ownership

Funds ownership: 5.94%6.56% (+0.62%)

0% more funds holding

Funds holding: 4242 (0)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.3M +$1.38M +182,996 +14%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$4.7M +$457K +60,760 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.45M +$309K +41,042 +9%
State Street
4
State Street
Massachusetts
$3.53M +$171K +22,796 +6%
Northern Trust
5
Northern Trust
Illinois
$1.78M +$73.2K +9,727 +5%
Charles Schwab
6
Charles Schwab
California
$1.75M +$126K +16,772 +9%
AG
7
AlTi Global
New York
$1.48M +$1.27M +168,945 New
Morgan Stanley
8
Morgan Stanley
New York
$761K +$574K +76,373 +729%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$572K +$69.2K +9,197 +16%
Swiss National Bank
10
Swiss National Bank
Switzerland
$489K +$36.1K +4,800 +9%
Goldman Sachs
11
Goldman Sachs
New York
$357K +$162K +21,546 +112%
Barclays
12
Barclays
United Kingdom
$325K +$219K +29,075 +363%
CG
13
Caprock Group
Idaho
$306K -$165 -22 -0.1%
Bank of America
14
Bank of America
North Carolina
$295K +$124K +16,502 +96%
UBS Group
15
UBS Group
Switzerland
$265K +$119K +15,824 +110%
JP Morgan Chase
16
JP Morgan Chase
New York
$255K +$108K +14,369 +97%
MFIM
17
Mesirow Financial Investment Management
Illinois
$254K
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$254K +$28.6K +3,805 +15%
MI
19
MMCAP International
Cayman Islands
$252K
N
20
Nuveen
North Carolina
$247K
CS
21
Credit Suisse
Switzerland
$242K +$97.2K +12,921 +88%
Legal & General Group
22
Legal & General Group
United Kingdom
$195K -$181 -24 -0.1%
Jane Street
23
Jane Street
New York
$167K +$144K +19,108 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$147K -$2.08K -277 -2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$127K -$209K -27,793 -66%

ALTI Hedge Fund Activity: Q4 2023 in Review

42 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q4 2023, worth a combined $37.2M — up 43% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ALTI positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Russell Investments Group, exiting entirely with an estimated $271K sold.

  • 42 institutional investors held AlTi Global (ALTI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $37.2M of AlTi Global stock for Q4 2023, up 43% quarter-over-quarter.
  • 3 funds opened new AlTi Global positions in Q4 2023 and 2 closed out, a net change of +1 holder.
  • The largest AlTi Global buyer in Q4 2023 was BlackRock, an estimated $1.38M added.
  • The largest AlTi Global seller in Q4 2023 was Russell Investments Group, an estimated $271K sold.

Based on aggregated 13F filings for Q4 2023.