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AllianceBernstein

259 hedge funds and large institutions have $796M invested in AllianceBernstein in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.7M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $736M → $796M (+$60.6M)

4% more funds holding

Funds holding: 249259 (+10)

0.66% more ownership

Funds ownership: 18.89%19.55% (+0.66%)

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
80
Reduced
64
Closed
18
Calls
$16.8M
Puts
$4.7M
Net Calls
+$12.1M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
Salem Investment Counselors
North Carolina
$19.2K
PA
227
Parallel Advisors
California
$19.2K +$8.51K +249 +83%
AW
228
Avion Wealth
Texas
$19K +$376 +11 +2%
PS
229
Planned Solutions
California
$18.9K +$18.5K +541 New
AAG
230
Armstrong Advisory Group
Massachusetts
$17.6K
CWM
231
Compass Wealth Management
Connecticut
$17.4K
CA
232
Clearstead Advisors
Ohio
$17.2K
JPWM
233
Jamison Private Wealth Management
Georgia
$15.2K +$307 +9 +2%
CA
234
CoreCap Advisors
Michigan
$13.5K
MFG
235
Mendota Financial Group
Wisconsin
$11.4K +$11.2K +327 New
DAM
236
Delta Asset Management
Tennessee
$10.8K
HI
237
Harbour Investments
Wisconsin
$10.7K
BFPW
238
BOK Financial Private Wealth
Colorado
$10.5K +$10.2K +300 New
GWMI
239
Guardian Wealth Management (Illinois)
Illinois
$10.3K -$12.1K -354 -54%
GEA
240
Glen Eagle Advisors
New Jersey
$8.72K
ME
241
McIlrath & Eck
Washington
$8.72K
FFO
242
Fortitude Family Office
Arizona
$8.13K +$7.96K +233 New
TCM
243
TD Capital Management
Tennessee
$7.88K
FGA
244
Fortis Group Advisors
New Jersey
$7.78K
LI
245
LRI Investments
Florida
$7.29K
CHA
246
Carmichael Hill & Associates
Maryland
$6.98K
PP
247
PFS Partners
New Jersey
$6.63K -$6.12K -179 -49%
WTC
248
WhitTier Trust Company
Nevada
$5.54K
BLC
249
Brown, Lisle/Cummings
Rhode Island
$4.33K
IA
250
IFP Advisors
Florida
$3.49K

AB Hedge Fund Activity: Q3 2024 in Review

259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2024, worth a combined $796M — up 8.2% from $736M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.08M. The largest seller was Nomura Holdings, cutting an estimated $13.2M.

  • 259 institutional investors held AllianceBernstein (AB) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $796M of AllianceBernstein stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q3 2024 and 18 closed out, a net change of +12 holders.
  • The largest AllianceBernstein buyer in Q3 2024 was JP Morgan Chase, an estimated $9.08M added.
  • The largest AllianceBernstein seller in Q3 2024 was Nomura Holdings, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2024.