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AlTi Global

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.

New
Increased
Maintained
Reduced
Closed
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
4
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.02M +$6.14M +1,085,308 +213%
BlackRock
2
BlackRock
New York
$8.48M -$131K -23,082 -2%
AG
3
AlTi Global
New York
$4.31M +$3.35M +592,025 +350%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.21M +$177K +31,207 +6%
State Street
5
State Street
Massachusetts
$2.33M +$44.3K +7,820 +2%
Northern Trust
6
Northern Trust
Illinois
$1.21M +$67.8K +11,975 +6%
Charles Schwab
7
Charles Schwab
California
$1.15M +$24.4K +4,315 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$317K -$52.1K -9,209 -14%
Swiss National Bank
9
Swiss National Bank
Switzerland
$316K
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$220K +$55.6K +9,830 +34%
CG
11
Caprock Group
Idaho
$220K +$22.4K +3,950 +11%
Morgan Stanley
12
Morgan Stanley
New York
$209K -$283K -49,999 -58%
Goldman Sachs
13
Goldman Sachs
New York
$200K -$30.9K -5,464 -13%
CS
14
Credit Suisse
Switzerland
$185K +$28.3K +5,000 +18%
UBS Group
15
UBS Group
Switzerland
$162K -$8.88K -1,569 -5%
California State Teachers Retirement System (CalSTRS)
16
California State Teachers Retirement System (CalSTRS)
California
$161K -$2.42K -427 -1%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$160K
Invesco
18
Invesco
Georgia
$153K +$96.6K +17,075 +170%
Legal & General Group
19
Legal & General Group
United Kingdom
$144K +$18K +3,175 +14%
MI
20
MMCAP International
Cayman Islands
$142K
Barclays
21
Barclays
United Kingdom
$128K -$82.3K -14,513 -39%
RJA
22
Raymond James & Associates
Florida
$102K +$102K +18,000 New
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$101K +$6.37K +1,126 +7%
Jane Street
24
Jane Street
New York
$91.9K -$16.2K -2,869 -15%
MIM
25
MetLife Investment Management
New Jersey
$67.9K