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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.

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 %
Boston Partners
51
Boston Partners
Massachusetts
$1.47M -$81K -2,611 -5%
PAG
52
Private Advisor Group
New Jersey
$1.43M +$1.22M +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 +$49K +1,580 +4%
ICA
56
Infrastructure Capital Advisors
New York
$1.26M +$112K +3,613 +10%
SIA
57
Sit Investment Associates
Minnesota
$1.25M – – –
KFP
58
KMG Fiduciary Partners
Ohio
$1.24M +$1.24M +40,105 New
MAP
59
Moody Aldrich Partners
Massachusetts
$1.2M – – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$1.19M +$1.3K +42 +0.1%
M&T Bank
61
M&T Bank
New York
$1.17M +$5.52K +178 +0.5%
CCM
62
Chilton Capital Management
Texas
$1.07M +$13.9K +448 +1%
HF
63
HRT Financial
New York
$1.05M +$641K +20,679 +156%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$1.02M +$1.02M +32,731 New
Ameriprise
65
Ameriprise
Minnesota
$998K +$962 +31 +0.1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$945K +$4.97K +160 +0.5%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$942K -$5.9K -192 -0.6%
RC
68
RBF Capital
California
$931K – – –
FAM
69
Formidable Asset Management
Ohio
$928K +$928K +29,910 New
TW
70
TritonPoint Wealth
Maryland
$909K +$909K +29,300 New
MWM
71
Mission Wealth Management
California
$907K -$24.8K -800 -3%
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$838K -$166K -5,334 -16%
WPEP
73
Walnut Private Equity Partners
Nebraska
$805K – – –
UCFA
74
United Capital Financial Advisors
Texas
$776K -$2.4M -77,500 -76%
HighTower Advisors
75
HighTower Advisors
Illinois
$751K -$132K -4,237 -15%
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