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AllianceBernstein

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: 249259 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$531K +$51.6K +1,510 +11%
Creative Planning
102
Creative Planning
Kansas
$524K +$16K +469 +3%
KA
103
Kovack Advisors
Florida
$510K -$56.3K -1,647 -10%
SBH
104
Segall Bryant & Hamill
Illinois
$492K +$482K +14,100 New
VA
105
Vident Advisory
Georgia
$490K +$7.38K +216 +2%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$484K +$474K +13,878 New
SDAM
107
Shulman DeMeo Asset Management
New York
$477K +$5.43K +159 +1%
FMI
108
F/M Investments
District of Columbia
$470K
BIC
109
Beach Investment Counsel
Pennsylvania
$465K
PFS
110
Prospera Financial Services
Texas
$455K -$3.76K -110 -0.8%
MCM
111
MAI Capital Management
Ohio
$431K +$3.55K +104 +0.8%
CH
112
Canton Hathaway
Rhode Island
$419K
XT
113
XTX Topco
Cayman Islands
$418K +$409K +11,972 New
PPP
114
Private Portfolio Partners
New Jersey
$410K -$10K -293 -2%
BA
115
Birinyi Associates
Connecticut
$407K -$103K -3,017 -21%
AA
116
Ancora Advisors
Ohio
$403K
RWA
117
Redmont Wealth Advisors
Illinois
$397K
CIA
118
Concurrent Investment Advisors
Florida
$394K -$22.5K -660 -6%
US Bancorp
119
US Bancorp
Minnesota
$394K +$29K +850 +8%
Kovitz Investment Group Partners
120
Kovitz Investment Group Partners
Illinois
$378K -$22.3K -653 -6%
NFG
121
Nadler Financial Group
Illinois
$378K -$102K -3,000 -22%
NERM
122
New England Research & Management
Illinois
$368K
IAN
123
Integrated Advisors Network
Texas
$365K
ASN
124
Advisory Services Network
Georgia
$358K
CCA
125
Cadent Capital Advisors
Oklahoma
$352K

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.