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AllianceBernstein
AB

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 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $8.71M

33% more capital invested

Capital invested by funds: $573M → $760M (+$186M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

5.24% more ownership

Funds ownership: 16.63% → 21.87% (+5.2%)

0% more funds holding

Funds holding: 232 → 233 (+1)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
233
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.4%
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
30
Calls
$16.7M
Puts
$8.71M
Net Calls
+$8.02M
Net Calls Change
+$5.71M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$92.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$23M
4
UBS Group
UBS Group
Switzerland
+$7.14M
5
HIP
HUB Investment Partners
Texas
+$6.33M

Top Sellers

Rank Fund Capital Flow
1
CAG
Crestwood Advisors Group
Massachusetts
-$15M
2
P2P
Phase 2 Partners
California
-$4.99M
3
UCFA
United Capital Financial Advisors
Texas
-$2.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.86M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
51
Boston Partners
Massachusetts
$1.47M -$76.8K -2,611 -5%
PAG
52
Private Advisor Group
New Jersey
$1.43M +$1.16M +39,406 +592%
CAM
53
Cacti Asset Management
Georgia
$1.41M – – –
DC
54
Davenport & Co
Virginia
$1.29M – – –
BFC
55
Blue Fin Capital
Rhode Island
$1.28M +$46.5K +1,580 +4%
ICA
56
Infrastructure Capital Advisors
New York
$1.26M +$106K +3,613 +10%
SIA
57
Sit Investment Associates
Minnesota
$1.25M – – –
KFP
58
KMG Fiduciary Partners
Ohio
$1.24M +$1.18M +40,105 New
MAP
59
Moody Aldrich Partners
Massachusetts
$1.2M – – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.19M +$1.24K +42 +0.1%
M&T Bank
61
M&T Bank
New York
$1.17M +$5.24K +178 +0.5%
CCM
62
Chilton Capital Management
Texas
$1.07M +$13.2K +448 +1%
HF
63
HRT Financial
New York
$1.05M +$608K +20,679 +156%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.02M +$963K +32,731 New
Ameriprise
65
Ameriprise
Minnesota
$998K +$912 +31 +0.1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$945K +$4.71K +160 +0.5%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$942K -$5.65K -192 -0.6%
RC
68
RBF Capital
California
$931K – – –
FAM
69
Formidable Asset Management
Ohio
$928K +$880K +29,910 New
TW
70
TritonPoint Wealth
Maryland
$909K +$862K +29,300 New
MWM
71
Mission Wealth Management
California
$907K -$23.5K -800 -3%
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$838K -$157K -5,334 -16%
WPEP
73
Walnut Private Equity Partners
Nebraska
$805K – – –
UCFA
74
United Capital Financial Advisors
Texas
$776K -$2.28M -77,500 -76%
HighTower Advisors
75
HighTower Advisors
Illinois
$751K -$125K -4,237 -15%
1 2
3
4 5

AB Hedge Fund Activity: Q4 2023 in Review

233 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2023, worth a combined $760M — up 33% from $573M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AB positions and 30 closed out — a net gain of 3 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $92.2M. The largest seller was Crestwood Advisors Group, cutting an estimated $15M.

  • 233 institutional investors held AllianceBernstein (AB) as of Q4 2023, up from 232 in Q3 2023.
  • Funds reported $760M of AllianceBernstein stock for Q4 2023, up 33% quarter-over-quarter.
  • 33 funds opened new AllianceBernstein positions in Q4 2023 and 30 closed out, a net change of +3 holders.
  • The largest AllianceBernstein buyer in Q4 2023 was Morgan Stanley, an estimated $92.2M added.
  • The largest AllianceBernstein seller in Q4 2023 was Crestwood Advisors Group, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.