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AllianceBernstein
AB

Overview Fund Activity

288 hedge funds and large institutions have $1.16B invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+29
Holders Change %
+11.2%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
104
Reduced
46
Closed
18
Calls
$12.9M
Puts
$5.75M
Net Calls
+$7.16M
Net Calls Change
-$4.97M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$203M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$98M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$108M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$6.68M
2
MHI
2
Miller Howard Investments
New York
$0
3
KFP
3
KMG Fiduciary Partners
Ohio
$0
4
FFA
4
First Foundation Advisors
California
$909K
5
HF
5
HRT Financial
New York
$998K
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
276
WhitTier Trust Company
Nevada
$5.9K – – –
AWM
277
Avior Wealth Management
Nebraska
$5.79K +$5.56K +150 +2,500%
BLC
278
Brown, Lisle/Cummings
Rhode Island
$4.6K – – –
NFSG
279
Newbridge Financial Services Group
Florida
$3.71K -$66.8K -1,800 -95%
CAS
280
Coppell Advisory Solutions
Texas
$3.65K -$29.2K -800 -89%
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.92K +$37 +1 +2%
TRCT
282
Tower Research Capital (TRC)
New York
$1.67K +$1.67K +45 New
CPBTD
283
Central Pacific Bank - Trust Division
Hawaii
$1.26K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$1K -$67.8K -2,237 -99%
DFA
285
DHJJ Financial Advisors
Illinois
$594 – – –
CFFP
286
Center for Financial Planning
Michigan
$371 +$371 +10 New
TPW
287
Talon Private Wealth
Florida
$148 – – –
OCM
288
Orion Capital Management
California
$148 +$148 +4 New
HNB
289
Huntington National Bank
Ohio
$37 – – –
MHI
290
Miller Howard Investments
New York
– -$7.12M -204,000 Closed
IAIM
291
International Assets Investment Management
Florida
– -$2.6K -90,714 Closed
KFP
292
KMG Fiduciary Partners
Ohio
– -$1.62M -46,433 Closed
GCP
293
GSA Capital Partners
United Kingdom
– -$786K -22,537 Closed
VA
294
Vident Advisory
Georgia
– -$490K -14,036 Closed
XT
295
XTX Topco
Cayman Islands
– -$418K -11,972 Closed
EWA
296
EP Wealth Advisors
California
– -$322K -9,225 Closed
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
– -$249K -7,132 Closed
LCS
298
Levin Capital Strategies
New York
– -$244K -7,000 Closed
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
– -$234K -6,720 Closed
HA
300
Harbor Advisors
Florida
– -$209K -6,000 Closed
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