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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
Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.62%
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
Shares
Change %
BlackRock
1
BlackRock
New York
$13.3M +$1.6M +182,996 +14%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$4.7M +$532K +60,760 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.45M +$360K +41,042 +9%
State Street
4
State Street
Massachusetts
$3.53M +$200K +22,796 +6%
Northern Trust
5
Northern Trust
Illinois
$1.78M +$85.2K +9,727 +5%
Charles Schwab
6
Charles Schwab
California
$1.75M +$147K +16,772 +9%
AG
7
AlTi Global
New York
$1.48M +$1.48M +168,945 New
Morgan Stanley
8
Morgan Stanley
New York
$761K +$669K +76,373 +729%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$572K +$80.6K +9,197 +16%
Swiss National Bank
10
Swiss National Bank
Switzerland
$489K +$42K +4,800 +9%
Goldman Sachs
11
Goldman Sachs
New York
$357K +$189K +21,546 +112%
Barclays
12
Barclays
United Kingdom
$325K +$255K +29,075 +363%
CG
13
Caprock Group
Idaho
$306K -$193 -22 -0.1%
Bank of America
14
Bank of America
North Carolina
$295K +$145K +16,502 +96%
UBS Group
15
UBS Group
Switzerland
$265K +$139K +15,824 +110%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$255K +$126K +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 +$33.3K +3,805 +15%
MI
19
MMCAP International
Cayman Islands
$252K
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$247K
CS
21
Credit Suisse
Switzerland
$242K +$113K +12,921 +88%
Legal & General Group
22
Legal & General Group
United Kingdom
$195K -$210 -24 -0.1%
Jane Street
23
Jane Street
New York
$167K +$167K +19,108 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$147K -$2.43K -277 -2%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$127K -$243K -27,793 -66%