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AllianceBernstein
AB

291 hedge funds and large institutions have $1.16B invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 104 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

126% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 46

124% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $5.75M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

46% more capital invested

Capital invested by funds: $796M → $1.16B (+$365M)

12% more funds holding

Funds holding: 259 → 291 (+32)

3.19% more ownership

Funds ownership: 19.55% → 22.74% (+3.2%)

Holders
291
Holders Change
+32
Holders Change %
+12.36%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
57
Increased
104
Reduced
46
Closed
18
Calls
$12.9M
Puts
$5.75M
Net Calls
+$7.16M
Net Calls Change
-$4.96M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$21.4M
2
Morgan Stanley
Morgan Stanley
New York
+$18.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$16.2M
5
BCM
Basswood Capital Management
New York
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
CCM
Callodine Capital Management
Massachusetts
-$10.2M
2
MHI
Miller Howard Investments
New York
-$7.12M
3
KFP
KMG Fiduciary Partners
Ohio
-$1.62M
4
FFA
First Foundation Advisors
California
-$1.32M
5
HF
HRT Financial
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
51
Lido Advisors
California
$2.33M +$399K +10,954 +21%
MAP
52
Moody Aldrich Partners
Massachusetts
$2.2M – – –
MC
53
Moors & Cabot
Massachusetts
$2.18M +$214K +5,876 +11%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$2.06M +$145K +3,983 +8%
DEM
55
Disciplined Equity Management
Florida
$2.04M +$8.75K +240 +0.4%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.01M -$397K -10,904 -17%
DMKJ
57
David M. Knott Jr
$1.78M – – –
NFC
58
Northeast Financial Consultants
Connecticut
$1.72M – – –
PAG
59
Private Advisor Group
New Jersey
$1.66M -$251K -6,894 -13%
CAM
60
Cacti Asset Management
Georgia
$1.64M – – –
ICA
61
Infrastructure Capital Advisors
New York
$1.63M +$104K +2,865 +7%
CAGAS
62
Capital Advisory Group Advisory Services
Minnesota
$1.62M +$1.59M +43,631 New
M&T Bank
63
M&T Bank
New York
$1.58M +$50K +1,372 +3%
Mariner
64
Mariner
Kansas
$1.53M +$100K +2,753 +7%
AC
65
Aristides Capital
Kentucky
$1.52M +$161K +4,420 +12%
SIA
66
Sit Investment Associates
Minnesota
$1.49M – – –
BFC
67
Blue Fin Capital
Rhode Island
$1.49M -$71.7K -1,968 -5%
Boston Partners
68
Boston Partners
Massachusetts
$1.44M -$48.3K -1,326 -3%
Ameriprise
69
Ameriprise
Minnesota
$1.39M +$107K +2,930 +9%
BAM
70
Bastion Asset Management
Canada
$1.37M +$1.37M +37,619 New
Jane Street
71
Jane Street
New York
$1.35M +$684K +18,775 +106%
DC
72
Davenport & Co
Virginia
$1.34M – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$1.33M +$163K +4,472 +14%
Neuberger Berman Group
74
Neuberger Berman Group
New York
$1.26M +$379K +10,400 +44%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.24M – – –
1 2
3
4 5

AB Hedge Fund Activity: Q4 2024 in Review

291 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2024, worth a combined $1.16B — up 46% from $796M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AB positions and 18 closed out — a net gain of 39 holders — while 104 added to existing stakes and 46 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.4M. The largest seller was Callodine Capital Management, cutting an estimated $10.2M.

  • 291 institutional investors held AllianceBernstein (AB) as of Q4 2024, up from 259 in Q3 2024.
  • Funds reported $1.16B of AllianceBernstein stock for Q4 2024, up 46% quarter-over-quarter.
  • 57 funds opened new AllianceBernstein positions in Q4 2024 and 18 closed out, a net change of +39 holders.
  • The largest AllianceBernstein buyer in Q4 2024 was Goldman Sachs, an estimated $21.4M added.
  • The largest AllianceBernstein seller in Q4 2024 was Callodine Capital Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2024.