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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.

New
Increased
Maintained
Reduced
Closed
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 %
Barclays
76
Barclays
United Kingdom
$745K +$745K +24,012 New
PIWA
77
Prevail Innovative Wealth Advisors
Kansas
$732K +$337K +10,863 +85%
OA
78
Oak Associates
Ohio
$720K – – –
JIC
79
Johnson Investment Counsel
Ohio
$714K +$714K +23,004 New
AAS
80
Ameritas Advisory Services
Nebraska
$694K -$49.4K -1,580 -7%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$693K -$31K -1,000 -4%
Corient Private Wealth
82
Corient Private Wealth
Florida
$692K +$112K +3,595 +19%
Mariner
83
Mariner
Kansas
$678K -$353K -11,361 -34%
PPP
84
Private Portfolio Partners
New Jersey
$671K +$281K +9,043 +72%
Truist Financial
85
Truist Financial
North Carolina
$635K -$64.7K -2,084 -9%
OC
86
Oppenheimer & Co
New York
$633K -$41.4K -1,333 -6%
BRWA
87
B. Riley Wealth Advisors
Florida
$622K +$275K +8,851 +79%
MML Investors Services
88
MML Investors Services
Massachusetts
$599K -$176K -5,673 -23%
ASN
89
Advisory Services Network
Georgia
$589K +$9.77K +315 +2%
KS
90
Karpas Strategies
Connecticut
$562K +$12.3K +395 +2%
BWP
91
Baldwin Wealth Partners
Massachusetts
$544K – – –
RMC
92
Resources Management Corp
Connecticut
$521K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$492K -$26.8K -863 -5%
HA
94
Herold Advisors
New York
$481K +$9.31K +300 +2%
WS
95
Wedbush Securities
California
$475K +$6.24K +201 +1%
BA
96
Birinyi Associates
Connecticut
$453K -$60.8K -1,958 -12%
MA
97
Mutual Advisors
Nebraska
$453K +$1.12K +36 +0.2%
Goldman Sachs
98
Goldman Sachs
New York
$438K -$1.46M -46,934 -77%
LCM
99
Landscape Capital Management
New Jersey
$437K +$437K +14,091 New
AWM
100
Apollon Wealth Management
South Carolina
$437K +$54.4K +1,752 +14%
2 3
4
5 6