AllianceBernstein
291 hedge funds and large institutions have $1.16B invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 46 reducing their positions, and 18 closing their positions.
217% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 18
126% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 46
124% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $5.75M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more capital invested
Capital invested by funds: $796M → $1.16B (+$365M)
12% more funds holding
Funds holding: 259 → 291 (+32)
3.19% more ownership
Funds ownership: 19.55% → 22.74% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$21.4M |
| 2 |
Morgan Stanley
New York
|
+$18.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.1M |
| 4 |
JP Morgan Chase
New York
|
+$16.2M |
| 5 |
BCM
Basswood Capital Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
-$10.2M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$7.12M |
| 3 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
-$1.62M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.32M |
| 5 |
HF
HRT Financial
New York
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCS
301
Levin Capital Strategies
New York
| – | -$244K | -7,000 | Closed |
|
302
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$234K | -6,720 | Closed |
|
|
HA
303
Harbor Advisors
West Palm Beach,
Florida
| – | -$209K | -6,000 | Closed |
|
|
PFA
304
Pure Financial Advisors
San Diego,
California
| – | -$206K | -5,894 | Closed |
|
|
NS
305
NBC Securities
Birmingham,
Alabama
| – | -$25K | -736 | Closed |
|
|
WPWM
306
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$24.4K | -700 | Closed |
|
|
PS
307
Planned Solutions
Folsom,
California
| – | -$18.9K | -541 | Closed |
|
|
JPWM
308
Jamison Private Wealth Management
Milton,
Georgia
| – | -$15.2K | -437 | Closed |
|
|
GWMI
309
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| – | -$10.3K | -296 | Closed |
|
|
MWA
310
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| – | -$3.49K | -100 | Closed |
|
AB Hedge Fund Activity: Q4 2024 in Review
291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2024, worth a combined $1.16B — up 46% from $796M a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AB positions and 18 closed out — a net gain of 39 holders — while 104 added to existing stakes and 46 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $21.4M. The largest seller was Callodine Capital Management, cutting an estimated $10.2M.
- 291 institutional investors held AllianceBernstein (AB) as of Q4 2024, up from 259 in Q3 2024.
- Funds reported $1.16B of AllianceBernstein stock for Q4 2024, up 46% quarter-over-quarter.
- 57 funds opened new AllianceBernstein positions in Q4 2024 and 18 closed out, a net change of +39 holders.
- The largest AllianceBernstein buyer in Q4 2024 was Goldman Sachs, an estimated $21.4M added.
- The largest AllianceBernstein seller in Q4 2024 was Callodine Capital Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2024.