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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
3.84%
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 %
CCM
26
Callodine Capital Management
Massachusetts
$6.68M -$10.4M -279,771 -61%
MNA
27
Manning & Napier Advisors
New York
$6.68M +$1.48M +40,000 +29%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$6.62M +$209K +5,637 +3%
EIP
29
Epoch Investment Partners
New York
$6.45M +$95.4K +2,572 +2%
SEI Investments
30
SEI Investments
Pennsylvania
$5.81M +$470K +12,674 +9%
DADC
31
D.A. Davidson & Co
Montana
$5.53M +$419K +11,296 +8%
Barclays
32
Barclays
United Kingdom
$5.46M – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$4.94M +$37.3K +1,005 +0.8%
GF
34
Gabelli Funds
New York
$3.93M -$18.5K -500 -0.5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$3.79M +$164K +4,422 +5%
KAS
36
Kestra Advisory Services
Texas
$3.67M +$3.67M +98,869 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.61M +$2.34M +63,140 +184%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.45M -$318K -8,564 -8%
Citadel Advisors
39
Citadel Advisors
Florida
$3.21M +$1.54M +41,413 +92%
WJWM
40
Williams Jones Wealth Management
New York
$3.11M -$7.42K -200 -0.2%
LOAME
41
Lombard Odier Asset Management (Europe)
United Kingdom
$2.97M +$2.97M +80,000 New
P2P
42
Phase 2 Partners
California
$2.81M +$550K +14,838 +24%
ATC
43
Argent Trust Co
Tennessee
$2.66M -$36.6K -987 -1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.65M +$1.49M +40,191 +128%
HKAM
45
Horizon Kinetics Asset Management
New York
$2.64M +$1.68M +45,413 +176%
GI
46
GAMCO Investors
Connecticut
$2.62M -$7.42K -200 -0.3%
Nomura Holdings
47
Nomura Holdings
Japan
$2.6M – – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.52M +$126K +3,386 +5%
BRWA
49
B. Riley Wealth Advisors
Florida
$2.48M +$911K +24,575 +58%
Lido Advisors
50
Lido Advisors
California
$2.33M +$406K +10,954 +21%
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