AlTi Global
ALTI
42 hedge funds and large institutions have $33.1M invested in AlTi Global in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
2.41% more ownership
Funds ownership: 6.56% → 8.97% (+2.4%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
11% less capital invested
Capital invested by funds: $37.2M → $33.1M (-$4.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.69M |
| 2 |
AG
AlTi Global
New York
|
+$3.65M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$192K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$111K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$308K |
| 2 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
-$254K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$157K |
| 4 |
BlackRock
New York
|
-$142K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$127K |
ALTI Hedge Fund Activity: Q1 2024 in Review
42 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AlTi Global (ALTI) for Q1 2024, worth a combined $33.1M — down 11% from $37.2M a quarter earlier.
Fund positioning in ALTI was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 12 trimmed.
The largest buyer was Vanguard Group, adding an estimated $6.69M. The largest seller was Morgan Stanley, cutting an estimated $308K.
- 42 institutional investors held AlTi Global (ALTI) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $33.1M of AlTi Global stock for Q1 2024, down 11% quarter-over-quarter.
- 4 funds opened new AlTi Global positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest AlTi Global buyer in Q1 2024 was Vanguard Group, an estimated $6.69M added.
- The largest AlTi Global seller in Q1 2024 was Morgan Stanley, an estimated $308K sold.
Based on aggregated 13F filings for Q1 2024.