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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 %
TW
101
TritonPoint Wealth
Maryland
$648K -$1.26K -34 -0.2%
AWM
102
Apollon Wealth Management
South Carolina
$630K +$52.3K +1,411 +9%
AAS
103
Avantax Advisory Services
Texas
$621K +$55.7K +1,501 +10%
HCMT
104
Highland Capital Management (Tennessee)
Tennessee
$610K -$1.09M -29,450 -64%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$604K -$62.7K -1,690 -9%
1L
106
10Elms LLP
Oklahoma
$592K +$592K +15,971 New
NERM
107
New England Research & Management
Illinois
$592K +$200K +5,400 +51%
RMC
108
Resources Management Corp
Connecticut
$583K – – –
HA
109
Herold Advisors
New York
$582K – – –
Creative Planning
110
Creative Planning
Kansas
$557K +$260 +7 +0%
VIA
111
Virtus Investment Advisers
Connecticut
$556K +$556K +15,000 New
CIA
112
Concurrent Investment Advisors
Florida
$549K +$130K +3,518 +31%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$536K +$536K +14,450 New
MA
114
Mutual Advisors
Nebraska
$524K +$956 +26 +0.2%
SBH
115
Segall Bryant & Hamill
Illinois
$523K – – –
SDAM
116
Shulman DeMeo Asset Management
New York
$513K +$6.16K +166 +1%
FMI
117
F/M Investments
District of Columbia
$499K – – –
PFS
118
Prospera Financial Services
Texas
$491K +$7.12K +192 +1%
SA
119
Sanctuary Advisors
Indiana
$486K -$274K -6,868 -36%
MCM
120
MAI Capital Management
Ohio
$463K +$4.56K +123 +1%
ASN
121
Advisory Services Network
Georgia
$463K +$69.5K +1,873 +18%
KA
122
Kovack Advisors
Florida
$454K -$87.9K -2,371 -16%
BIC
123
Beach Investment Counsel
Pennsylvania
$450K -$44.5K -1,200 -9%
CH
124
Canton Hathaway
Rhode Island
$445K – – –
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$435K +$95.6K +2,577 +28%
3 4
5
6 7