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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 %
NFG
101
Nadler Financial Group
Illinois
$429K – – –
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$423K – – –
ZCM
103
Ziegler Capital Management
Illinois
$418K – – –
CA
104
Cetera Advisors
Colorado
$413K -$121K -3,907 -23%
BIC
105
Beach Investment Counsel
Pennsylvania
$413K – – –
SDAM
106
Shulman DeMeo Asset Management
New York
$409K +$5.15K +166 +1%
MOS
107
MGO One Seven
Ohio
$404K -$6.58K -212 -2%
AA
108
Ancora Advisors
Ohio
$374K +$155K +5,000 +71%
CH
109
Canton Hathaway
Rhode Island
$372K – – –
SWP
110
Stratos Wealth Partners
Ohio
$365K -$2.33K -75 -0.6%
CG
111
Castellan Group
Kentucky
$363K – – –
MCM
112
MAI Capital Management
Ohio
$362K -$1.43K -46 -0.4%
SIMG
113
Sonora Investment Management Group
Arizona
$353K +$31K +1,000 +10%
RWA
114
Redmont Wealth Advisors
Illinois
$353K -$6.21K -200 -2%
Koshinski Asset Management
115
Koshinski Asset Management
Illinois
$349K +$349K +11,243 New
Creative Planning
116
Creative Planning
Kansas
$344K +$24K +772 +7%
NERM
117
New England Research & Management
Illinois
$327K +$327K +10,550 New
GCP
118
GSA Capital Partners
United Kingdom
$326K +$70K +2,252 +27%
YMRC
119
Yorktown Management & Research Company
Virginia
$318K – – –
CCA
120
Cadent Capital Advisors
Oklahoma
$313K – – –
MIM
121
Merrion Investment Management
New Jersey
$310K – – –
CIA
122
Concurrent Investment Advisors
Florida
$309K +$309K +9,970 New
FHA
123
Flagship Harbor Advisors
Massachusetts
$303K -$497 -16 -0.2%
WWM
124
Western Wealth Management
Colorado
$302K -$39.8K -1,283 -12%
ACA
125
Aptus Capital Advisors
Alabama
$300K -$259K -8,355 -46%
3 4
5
6 7