We are live on ! Find out more
AB icon

AllianceBernstein
AB

259 hedge funds and large institutions have $796M invested in AllianceBernstein in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.7M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $736M → $796M (+$60.6M)

4% more funds holding

Funds holding: 249 → 259 (+10)

0.66% more ownership

Funds ownership: 18.89% → 19.55% (+0.66%)

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
80
Reduced
64
Closed
18
Calls
$16.8M
Puts
$4.7M
Net Calls
+$12.1M
Net Calls Change
-$1.78M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.08M
2
CAG
Crestwood Advisors Group
Massachusetts
+$8.74M
3
Citigroup
Citigroup
New York
+$8.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.26M
5
American Century Companies
American Century Companies
Missouri
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
-$13.2M
2
Morgan Stanley
Morgan Stanley
New York
-$9.43M
3
KAS
Kestra Advisory Services
Texas
-$3.21M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.85M
5
GAI
General American Investors
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPEP
76
Walnut Private Equity Partners
Nebraska
$894K – – –
MOS
77
MGO One Seven
Ohio
$843K +$141K +4,132 +21%
FAM
78
Formidable Asset Management
Ohio
$838K -$220K -6,450 -21%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$823K -$90.2K -2,640 -10%
AAS
80
Ameritas Advisory Services
Nebraska
$815K +$31.1K +910 +4%
OA
81
Oak Associates
Ohio
$810K – – –
GCP
82
GSA Capital Partners
United Kingdom
$786K +$770K +22,537 New
BI
83
Bramshill Investments
Florida
$776K +$478 +14 +0.1%
Truist Financial
84
Truist Financial
North Carolina
$730K +$4K +117 +0.6%
BAM
85
Belpointe Asset Management
Nevada
$714K -$35.2K -1,029 -5%
SA
86
Sanctuary Advisors
Indiana
$679K +$18.8K +549 +3%
OC
87
Oppenheimer & Co
New York
$672K -$99.2K -2,905 -13%
Corient Private Wealth
88
Corient Private Wealth
Florida
$672K -$210K -6,150 -24%
SFA
89
Sequoia Financial Advisors
Ohio
$671K +$657K +19,219 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$627K +$17.7K +517 +3%
Jane Street
91
Jane Street
New York
$620K -$105K -3,074 -15%
TW
92
TritonPoint Wealth
Maryland
$613K – – –
BWP
93
Baldwin Wealth Partners
Massachusetts
$611K – – –
Goldman Sachs
94
Goldman Sachs
New York
$555K -$1.51M -44,341 -74%
RMC
95
Resources Management Corp
Connecticut
$549K -$10.2K -300 -2%
HA
96
Herold Advisors
New York
$548K – – –
ATIA
97
American Trust Investment Advisors
New Hampshire
$546K +$535K +15,645 New
MA
98
Mutual Advisors
Nebraska
$545K +$854 +25 +0.2%
AWM
99
Apollon Wealth Management
South Carolina
$543K -$13.7K -402 -3%
MML Investors Services
100
MML Investors Services
Massachusetts
$539K -$30.5K -894 -5%
2 3
4
5 6

AB Hedge Fund Activity: Q3 2024 in Review

259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2024, worth a combined $796M — up 8.2% from $736M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.08M. The largest seller was Nomura Holdings, cutting an estimated $13.2M.

  • 259 institutional investors held AllianceBernstein (AB) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $796M of AllianceBernstein stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q3 2024 and 18 closed out, a net change of +12 holders.
  • The largest AllianceBernstein buyer in Q3 2024 was JP Morgan Chase, an estimated $9.08M added.
  • The largest AllianceBernstein seller in Q3 2024 was Nomura Holdings, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2024.