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

Top Sellers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$71.6M
2
P2P
2
Phase 2 Partners
California
$5.74M
3
UCFA
3
United Capital Financial Advisors
Texas
$776K
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.65M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.02M -$1.21M -39,081 -23%
EIP
27
Epoch Investment Partners
New York
$4.01M +$1.49M +48,122 +59%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.88M -$35.8K -1,153 -0.9%
DADC
29
D.A. Davidson & Co
Montana
$3.81M -$193K -6,229 -5%
Jane Street
30
Jane Street
New York
$3.68M +$3.04M +97,936 +477%
NWM
31
Nicola Wealth Management
British Columbia, Canada
$3.65M +$3.65M +89,000 New
GF
32
Gabelli Funds
New York
$3.37M – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.29M +$248K +7,981 +8%
Lido Advisors
34
Lido Advisors
California
$3.12M +$1.3M +41,820 +71%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$3.09M -$859K -27,667 -22%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.69M +$511K +16,478 +23%
JF
37
Jump Financial
Illinois
$2.31M +$1.08M +34,699 +87%
GI
38
GAMCO Investors
Connecticut
$2.26M -$75.3K -2,427 -3%
ATC
39
Argent Trust Co
Tennessee
$2.14M +$463K +14,913 +28%
RJA
40
Raymond James & Associates
Florida
$2.09M -$232K -7,486 -10%
WJWM
41
Williams Jones Wealth Management
New York
$2.08M -$38.8K -1,250 -2%
CAN
42
Cetera Advisor Networks
California
$2.05M -$128K -4,117 -6%
SEI Investments
43
SEI Investments
Pennsylvania
$1.85M +$169K +5,445 +10%
VCAM
44
Van Cleef Asset Management
Ohio
$1.81M – – –
MC
45
Moors & Cabot
Massachusetts
$1.69M -$34.9K -1,125 -2%
FFA
46
First Foundation Advisors
California
$1.58M +$112K +3,600 +8%
NFC
47
Northeast Financial Consultants
Connecticut
$1.57M -$398K -12,826 -20%
DEM
48
Disciplined Equity Management
Florida
$1.53M – – –
DMKJ
49
David M. Knott Jr
$1.52M -$15.5K -500 -1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.5M +$170K +5,464 +13%
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