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AllianceBernstein
AB

Overview Fund Activity

233 hedge funds and large institutions have $760M invested in AllianceBernstein in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
70
Reduced
70
Closed
29
Calls
$16.7M
Puts
$8.71M
Net Calls
+$8.02M
Net Calls Change
+$5.71M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$73.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.1M
4
UBS Group
UBS Group
Switzerland
$26.4M
5
HIP
HUB Investment Partners
Texas
$6.92M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
$71.6M
2
P2P
Phase 2 Partners
California
$5.74M
3
UCFA
United Capital Financial Advisors
Texas
$776K
4
Citadel Advisors
Citadel Advisors
Florida
$4.65M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
226
WhitTier Trust Company
Nevada
$4.93K – – –
IA
227
IFP Advisors
Florida
$3.1K -$12.1K -389 -80%
GEA
228
Glen Eagle Advisors
New Jersey
$3.1K – – –
EWA
229
EverSource Wealth Advisors
Alabama
$3.1K – – –
HI
230
Harbour Investments
Wisconsin
$776 -$26.9K -867 -97%
DFA
231
DHJJ Financial Advisors
Illinois
$497 – – –
AWM
232
Avior Wealth Management
Nebraska
$186 – – –
BlackRock
233
BlackRock
New York
$186 – – –
CRC
234
Curi RMB Capital
Illinois
– -$515K -16,961 Closed
EH
235
Equitable Holdings
New York
– -$468K -15,424 Closed
VCP
236
Verus Capital Partners
Arizona
– -$433K -14,261 Closed
First Manhattan
237
First Manhattan
New York
– -$425K -14,000 Closed
GWANC
238
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$422K -13,908 Closed
MNBTD
239
Moody National Bank Trust Division
Texas
– -$395K -13,005 Closed
TP
240
Tranquility Partners
Tennessee
– -$393K -12,957 Closed
LSA
241
Lion Street Advisors
Texas
– -$348K -11,458 Closed
PI
242
PEAK6 Investments
Illinois
– -$343K -11,313 Closed
BAM
243
Belpointe Asset Management
Nevada
– -$340K -11,187 Closed
FCA
244
Fortis Capital Advisors
Kansas
– -$340K -11,187 Closed
AA
245
Aire Advisors
California
– -$339K -11,162 Closed
Walleye Trading
246
Walleye Trading
New York
– -$335K -11,038 Closed
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
– -$326K -9,894 Closed
GA
248
Gateway Advisory
New Jersey
– -$273K -9,000 Closed
BWM
249
BlackDiamond Wealth Management
New York
– -$243K -8,505 Closed
AWM
250
AE Wealth Management
Kansas
– -$233K -7,690 Closed
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