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AllianceBernstein

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
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.52%
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
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
126
Flagship Harbor Advisors
Massachusetts
$336K -$3.16K -91 -0.9%
IAN
127
Integrated Advisors Network
Texas
$331K +$29K +834 +10%
US Bancorp
128
US Bancorp
Minnesota
$330K +$36.1K +1,040 +12%
JIC
129
Joel Isaacson & Co
New York
$323K +$7.23K +208 +2%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$313K
RJT
131
Raymond James Trust
Florida
$307K -$2.5K -72 -0.8%
SWA
132
Sax Wealth Advisors
New Jersey
$295K
NAS
133
Nicolet Advisory Services
Wisconsin
$285K +$5.96K +173 +2%
FCH
134
Freestone Capital Holdings
Washington
$284K
RIL
135
Rothschild Investment LLC
Illinois
$281K
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$270K +$19.7K +568 +8%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$268K +$35.6K +1,026 +15%
BMO
138
Beck Mack & Oliver
New York
$266K
IWC
139
Integrated Wealth Concepts
Massachusetts
$266K -$16K -460 -6%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$249K -$6.74K -194 -3%
IAA
141
Independent Advisor Alliance
North Carolina
$247K -$5.98K -172 -2%
CPC
142
Consolidated Planning Corp
Georgia
$245K
DTC
143
Davidson Trust Company
Washington
$243K
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
$243K +$243K +7,000 New
KPWS
145
Kestra Private Wealth Services
Texas
$233K +$233K +6,696 New
IIA
146
IPG Investment Advisors
California
$229K -$22.6K -650 -9%
FG
147
Fiduciary Group
Georgia
$225K -$41.7K -1,200 -16%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$223K +$223K +6,420 New
IC
149
IEQ Capital
California
$215K +$215K +6,200 New
CFGS
150
Concourse Financial Group Securities
Alabama
$214K +$123K +3,533 +134%