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AllianceBernstein
AB

Overview Fund Activity

288 hedge funds and large institutions have $1.16B invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+29
Holders Change %
+11.2%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
104
Reduced
46
Closed
18
Calls
$12.9M
Puts
$5.75M
Net Calls
+$7.16M
Net Calls Change
-$4.97M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$203M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$98M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$108M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$6.68M
2
MHI
2
Miller Howard Investments
New York
$0
3
KFP
3
KMG Fiduciary Partners
Ohio
$0
4
FFA
4
First Foundation Advisors
California
$909K
5
HF
5
HRT Financial
New York
$998K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Chilton Capital Management
Texas
$1.13M -$193K -5,198 -15%
RC
77
RBF Capital
California
$1.11M – – –
JF
78
Jump Financial
Illinois
$1.1M +$15.8K +427 +1%
MWM
79
Mission Wealth Management
California
$1.08M – – –
MOS
80
MGO One Seven
Ohio
$1.02M +$126K +3,388 +14%
P
81
&Partners
Tennessee
$1M +$1M +26,628 New
HF
82
HRT Financial
New York
$998K -$1.12M -30,332 -53%
FNT
83
First National Trust
Pennsylvania
$995K +$995K +26,824 New
WPEP
84
Walnut Private Equity Partners
Nebraska
$962K – – –
CIBC World Market
85
CIBC World Market
Ontario, Canada
$946K +$431K +11,622 +84%
FFA
86
First Foundation Advisors
California
$909K -$1.34M -36,150 -60%
AAS
87
Ameritas Advisory Services
Nebraska
$895K +$28.4K +766 +3%
OC
88
Oppenheimer & Co
New York
$882K +$168K +4,526 +23%
Truist Financial
89
Truist Financial
North Carolina
$878K +$103K +2,768 +13%
FAM
90
Formidable Asset Management
Ohio
$875K -$15.9K -430 -2%
OA
91
Oak Associates
Ohio
$861K – – –
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$808K +$808K +21,771 New
BI
93
Bramshill Investments
Florida
$787K -$38.1K -1,026 -5%
Corient Private Wealth
94
Corient Private Wealth
Florida
$774K +$60.5K +1,630 +8%
ATIA
95
American Trust Investment Advisors
New Hampshire
$745K +$164K +4,430 +28%
KJHP
96
K.J. Harrison & Partners
Ontario, Canada
$741K +$741K +20,000 New
SFA
97
Sequoia Financial Advisors
Ohio
$739K +$26.4K +711 +4%
BAM
98
Belpointe Asset Management
Nevada
$730K +$24.5K +712 +3%
PPP
99
Private Portfolio Partners
New Jersey
$681K +$245K +6,609 +56%
BWP
100
Baldwin Wealth Partners
Massachusetts
$650K – – –
2 3
4
5 6