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AllianceBernstein
AB

243 hedge funds and large institutions have $728M invested in AllianceBernstein in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $9.14M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

4% more funds holding

Funds holding: 233 → 243 (+10)

4% less capital invested

Capital invested by funds: $760M → $728M (-$31.8M)

3.59% less ownership

Funds ownership: 21.87% → 18.28% (-3.6%)

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
84
Reduced
58
Closed
20
Calls
$20.6M
Puts
$9.14M
Net Calls
+$11.4M
Net Calls Change
+$3.4M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$24.5M
2
Jennison Associates
Jennison Associates
New York
+$22.6M
3
Bank of America
Bank of America
North Carolina
+$6.96M
4
Barclays
Barclays
United Kingdom
+$4.12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4M

Top Sellers

Rank Fund Capital Flow
1
CAG
Crestwood Advisors Group
Massachusetts
-$75.8M
2
Morgan Stanley
Morgan Stanley
New York
-$74.7M
3
Citigroup
Citigroup
New York
-$5.73M
4
N
Natixis
France
-$4.89M
5
Jane Street
Jane Street
New York
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
101
Nadler Financial Group
Illinois
$481K – – –
WS
102
Wedbush Securities
California
$478K -$51.3K -1,544 -10%
ZCM
103
Ziegler Capital Management
Illinois
$468K – – –
SWP
104
Stratos Wealth Partners
Ohio
$465K +$54K +1,625 +14%
SDAM
105
Shulman DeMeo Asset Management
New York
$464K +$5.68K +171 +1%
AAS
106
Avantax Advisory Services
Texas
$461K +$175K +5,263 +66%
ACA
107
Aptus Capital Advisors
Alabama
$447K +$107K +3,225 +33%
MCM
108
MAI Capital Management
Ohio
$435K +$29K +873 +7%
ASN
109
Advisory Services Network
Georgia
$424K -$225K -6,761 -36%
PPP
110
Private Portfolio Partners
New Jersey
$424K -$313K -9,410 -44%
AA
111
Ancora Advisors
Ohio
$419K – – –
CH
112
Canton Hathaway
Rhode Island
$417K – – –
Creative Planning
113
Creative Planning
Kansas
$416K +$29.5K +888 +8%
BIC
114
Beach Investment Counsel
Pennsylvania
$413K – – –
CIA
115
Concurrent Investment Advisors
Florida
$409K +$60.3K +1,813 +18%
SOW
116
State of Wyoming
Wyoming
$396K +$164K +4,938 +76%
SIMG
117
Sonora Investment Management Group
Arizona
$396K – – –
RWA
118
Redmont Wealth Advisors
Illinois
$395K – – –
RIA
119
Regal Investment Advisors
Michigan
$393K +$141K +4,256 +60%
Kovitz Investment Group Partners
120
Kovitz Investment Group Partners
Illinois
$377K +$360K +10,843 New
NERM
121
New England Research & Management
Illinois
$367K – – –
CCA
122
Cadent Capital Advisors
Oklahoma
$350K – – –
MIM
123
Merrion Investment Management
New Jersey
$347K – – –
BRWA
124
B. Riley Wealth Advisors
Florida
$339K -$294K -8,851 -44%
WWM
125
Western Wealth Management
Colorado
$338K +$133 +4 +0%
3 4
5
6 7

AB Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2024, worth a combined $728M — down 4.2% from $760M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AB positions and 20 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was American Century Companies, adding an estimated $24.5M. The largest seller was Crestwood Advisors Group, cutting an estimated $75.8M.

  • 243 institutional investors held AllianceBernstein (AB) as of Q1 2024, up from 233 in Q4 2023.
  • Funds reported $728M of AllianceBernstein stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 34 funds opened new AllianceBernstein positions in Q1 2024 and 20 closed out, a net change of +14 holders.
  • The largest AllianceBernstein buyer in Q1 2024 was American Century Companies, an estimated $24.5M added.
  • The largest AllianceBernstein seller in Q1 2024 was Crestwood Advisors Group, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2024.