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AllianceBernstein
AB

Overview Fund Activity

248 hedge funds and large institutions have $735M invested in AllianceBernstein in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 13 closing their positions.

Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
81
Reduced
68
Closed
13
Calls
$21M
Puts
$7.14M
Net Calls
+$13.9M
Net Calls Change
+$2.48M

Top Buyers

1
CCM
1
Callodine Capital Management
Massachusetts
$11.8M
2
American Century Companies
2
American Century Companies
Missouri
$97.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.25M
4
Wells Fargo
4
Wells Fargo
California
$14.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$15.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$74M
3
P2P
3
Phase 2 Partners
California
$0
4
UBS Group
4
UBS Group
Switzerland
$23.3M
5
GAI
5
General American Investors
New York
$2.68M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
101
Nadler Financial Group
Illinois
$468K 13,840 – –
VA
102
Vident Advisory
Georgia
$467K 13,820 +13,820 New
AAS
103
Avantax Advisory Services
Texas
$464K 13,719 +442 +3%
SDAM
104
Shulman DeMeo Asset Management
New York
$457K 13,510 +163 +1%
FMI
105
F/M Investments
District of Columbia
$455K 13,465 +13,465 New
BIC
106
Beach Investment Counsel
Pennsylvania
$450K 13,325 – –
PFS
107
Prospera Financial Services
Texas
$444K 13,151 +13,151 New
SWP
108
Stratos Wealth Partners
Ohio
$419K 12,387 -995 -7%
MCM
109
MAI Capital Management
Ohio
$414K 12,261 -271 -2%
PPP
110
Private Portfolio Partners
New Jersey
$407K 12,043 -166 -1%
CH
111
Canton Hathaway
Rhode Island
$405K 12,000 – –
CIA
112
Concurrent Investment Advisors
Florida
$404K 11,957 +174 +1%
SIMG
113
Sonora Investment Management Group
Arizona
$396K 11,392 – –
AA
114
Ancora Advisors
Ohio
$390K 11,550 -500 -4%
Kovitz Investment Group Partners
115
Kovitz Investment Group Partners
Illinois
$388K 11,496 +653 +6%
RWA
116
Redmont Wealth Advisors
Illinois
$384K 11,373 – –
RIA
117
Regal Investment Advisors
Michigan
$369K 10,920 -388 -3%
ASN
118
Advisory Services Network
Georgia
$358K 10,601 -1,613 -13%
NERM
119
New England Research & Management
Illinois
$356K 10,550 – –
IAN
120
Integrated Advisors Network
Texas
$353K 10,449 +912 +10%
US Bancorp
121
US Bancorp
Minnesota
$353K 10,440 +934 +10%
CCA
122
Cadent Capital Advisors
Oklahoma
$341K 10,080 – –
MIM
123
Merrion Investment Management
New Jersey
$338K 10,000 – –
SOW
124
State of Wyoming
Wyoming
$334K 9,879 -1,517 -13%
FCH
125
Freestone Capital Holdings
Washington
$330K 9,774 +1,607 +20%
3 4
5
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