AllianceBernstein
249 hedge funds and large institutions have $736M invested in AllianceBernstein in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 69 reducing their positions, and 13 closing their positions.
195% more call options, than puts
Call options by funds: $21M | Put options by funds: $7.14M
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
17% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 69
2% more funds holding
Funds holding: 243 → 249 (+6)
1% more capital invested
Capital invested by funds: $728M → $736M (+$7.82M)
0.61% more ownership
Funds ownership: 18.28% → 18.89% (+0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
+$7.99M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$7.84M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.42M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.05M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.3M |
| 2 |
JP Morgan Chase
New York
|
-$4.74M |
| 3 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$4.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.47M |
| 5 |
GAI
General American Investors
New York
|
-$1.43M |
AB Hedge Fund Activity: Q2 2024 in Review
249 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2024, worth a combined $736M — up 1.1% from $728M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AB positions and 13 closed out — a net gain of 11 holders — while 81 added to existing stakes and 69 trimmed.
The largest buyer was Callodine Capital Management, adding an estimated $7.99M. The largest seller was Morgan Stanley, cutting an estimated $6.3M.
- 249 institutional investors held AllianceBernstein (AB) as of Q2 2024, up from 243 in Q1 2024.
- Funds reported $736M of AllianceBernstein stock for Q2 2024, up 1.1% quarter-over-quarter.
- 24 funds opened new AllianceBernstein positions in Q2 2024 and 13 closed out, a net change of +11 holders.
- The largest AllianceBernstein buyer in Q2 2024 was Callodine Capital Management, an estimated $7.99M added.
- The largest AllianceBernstein seller in Q2 2024 was Morgan Stanley, an estimated $6.3M sold.
Based on aggregated 13F filings for Q2 2024.