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AllianceBernstein
AB

243 hedge funds and large institutions have $728M invested in AllianceBernstein in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $9.14M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

4% more funds holding

Funds holding: 233 → 243 (+10)

4% less capital invested

Capital invested by funds: $760M → $728M (-$31.8M)

3.59% less ownership

Funds ownership: 21.87% → 18.28% (-3.6%)

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
84
Reduced
58
Closed
20
Calls
$20.6M
Puts
$9.14M
Net Calls
+$11.4M
Net Calls Change
+$3.4M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$24.5M
2
Jennison Associates
Jennison Associates
New York
+$22.6M
3
Bank of America
Bank of America
North Carolina
+$6.96M
4
Barclays
Barclays
United Kingdom
+$4.12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4M

Top Sellers

Rank Fund Capital Flow
1
CAG
Crestwood Advisors Group
Massachusetts
-$75.8M
2
Morgan Stanley
Morgan Stanley
New York
-$74.7M
3
Citigroup
Citigroup
New York
-$5.73M
4
N
Natixis
France
-$4.89M
5
Jane Street
Jane Street
New York
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$4.56M +$203K +6,098 +5%
Citadel Advisors
27
Citadel Advisors
Florida
$4.53M -$650K -19,557 -13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.42M +$2.95M +88,875 +232%
GAI
29
General American Investors
New York
$4.24M -$433K -13,027 -10%
NWM
30
Nicola Wealth Management
British Columbia, Canada
$4.19M – – –
CCM
31
Callodine Capital Management
Massachusetts
$3.86M +$3.7M +111,198 New
GF
32
Gabelli Funds
New York
$3.7M -$66.5K -2,000 -2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$3.6M -$864K -25,990 -20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.02M +$4.62K +139 +0.2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.73M -$913K -27,476 -26%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.62M -$802K -24,137 -24%
ATC
37
Argent Trust Co
Tennessee
$2.49M +$89.2K +2,684 +4%
RJA
38
Raymond James & Associates
Florida
$2.48M +$137K +4,131 +6%
GI
39
GAMCO Investors
Connecticut
$2.47M -$53K -1,596 -2%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$2.45M +$1.26M +37,876 +116%
Goldman Sachs
41
Goldman Sachs
New York
$2.44M +$1.86M +56,057 +397%
WJWM
42
Williams Jones Wealth Management
New York
$2.3M -$18.3K -550 -0.8%
CAN
43
Cetera Advisor Networks
California
$2.19M -$97.7K -2,941 -4%
KAS
44
Kestra Advisory Services
Texas
$2.03M +$1.94M +58,455 New
HF
45
HRT Financial
New York
$2.01M +$797K +23,975 +71%
CA
46
Cetera Advisors
Colorado
$1.99M +$1.46M +43,956 +330%
DEM
47
Disciplined Equity Management
Florida
$1.96M +$231K +6,960 +14%
MC
48
Moors & Cabot
Massachusetts
$1.91M +$12.6K +380 +0.7%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.81M +$1.73M +51,959 New
FFA
50
First Foundation Advisors
California
$1.77M – – –
1
2
3 4 5

AB Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2024, worth a combined $728M — down 4.2% from $760M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AB positions and 20 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was American Century Companies, adding an estimated $24.5M. The largest seller was Crestwood Advisors Group, cutting an estimated $75.8M.

  • 243 institutional investors held AllianceBernstein (AB) as of Q1 2024, up from 233 in Q4 2023.
  • Funds reported $728M of AllianceBernstein stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 34 funds opened new AllianceBernstein positions in Q1 2024 and 20 closed out, a net change of +14 holders.
  • The largest AllianceBernstein buyer in Q1 2024 was American Century Companies, an estimated $24.5M added.
  • The largest AllianceBernstein seller in Q1 2024 was Crestwood Advisors Group, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2024.