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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
Morgan Stanley
New York
$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$73.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.1M
4
UBS Group
UBS Group
Switzerland
$26.4M
5
HIP
HUB Investment Partners
Texas
$6.92M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
$71.6M
2
P2P
Phase 2 Partners
California
$5.74M
3
UCFA
United Capital Financial Advisors
Texas
$776K
4
Citadel Advisors
Citadel Advisors
Florida
$4.65M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
126
Hudson Portfolio Management
New York
$293K -$15.5K -500 -5%
Wolverine Trading
127
Wolverine Trading
Illinois
$284K +$284K +9,139 New
JIC
128
Joel Isaacson & Co
New York
$282K +$6.24K +201 +2%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$279K +$279K +9,000 New
RJT
130
Raymond James Trust
Florida
$276K -$16.8K -543 -6%
IAN
131
Integrated Advisors Network
Texas
$270K +$7.63K +246 +3%
SWA
132
Sax Wealth Advisors
New Jersey
$263K – – –
US Bancorp
133
US Bancorp
Minnesota
$263K -$42.9K -1,383 -14%
AWS
134
Atria Wealth Solutions
New York
$261K -$456K -14,693 -64%
FCH
135
Freestone Capital Holdings
Washington
$253K +$253K +8,167 New
NAS
136
Nicolet Advisory Services
Wisconsin
$252K -$1.74K -56 -0.7%
IWC
137
Integrated Wealth Concepts
Massachusetts
$251K +$251K +8,104 New
RIL
138
Rothschild Investment LLC
Illinois
$251K – – –
AAS
139
Avantax Advisory Services
Texas
$249K +$17.5K +565 +8%
SBIA
140
Sheaff Brock Investment Advisors
Indiana
$238K -$2.02K -65 -0.8%
FG
141
Fiduciary Group
Georgia
$238K – – –
BMO
142
Beck Mack & Oliver
New York
$238K – – –
VF
143
Virtu Financial
New York
$230K +$230K +7,399 New
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$229K -$103K -3,331 -31%
VA
145
Vident Advisory
Georgia
$228K +$228K +7,359 New
IAA
146
Independent Advisor Alliance
North Carolina
$226K -$21.9K -707 -9%
IIA
147
IPG Investment Advisors
California
$225K -$12.4K -400 -5%
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$223K +$93.1K +3,000 +71%
RIA
149
Regal Investment Advisors
Michigan
$219K +$219K +7,052 New
CPC
150
Consolidated Planning Corp
Georgia
$219K – – –
4 5
6
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