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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Western Wealth Management
Colorado
$329K +$101 +3 +0%
RJT
127
Raymond James Trust
Florida
$323K +$24.1K +713 +8%
JIC
128
Joel Isaacson & Co
New York
$321K +$6.69K +198 +2%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$304K – – –
GA
130
Gateway Advisory
New Jersey
$304K +$304K +9,000 New
JF
131
Jump Financial
Illinois
$299K -$904K -26,739 -75%
IAA
132
Independent Advisor Alliance
North Carolina
$293K +$52.8K +1,562 +22%
NAS
133
Nicolet Advisory Services
Wisconsin
$285K +$5.58K +165 +2%
WIA
134
World Investment Advisors
California
$278K +$278K +8,232 New
OCM
135
One Capital Management
California
$271K +$271K +8,029 New
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$266K +$3.41K +101 +1%
BMO
137
Beck Mack & Oliver
New York
$259K – – –
ACA
138
Aptus Capital Advisors
Alabama
$254K -$181K -5,366 -42%
RIL
139
Rothschild Investment LLC
Illinois
$253K -$20.3K -600 -7%
SLC
140
Second Line Capital
Louisiana
$252K +$48.8K +1,444 +24%
SWA
141
Sax Wealth Advisors
New Jersey
$246K -$40.5K -1,200 -14%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$244K +$1.93K +57 +0.8%
WS
143
Wedbush Securities
California
$243K -$221K -6,550 -48%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$239K -$22K -650 -8%
CPC
145
Consolidated Planning Corp
Georgia
$238K – – –
CPIG
146
Chicago Partners Investment Group
Illinois
$237K +$237K +6,833 New
DTC
147
Davidson Trust Company
Washington
$237K – – –
EFS
148
Essex Financial Services
Connecticut
$231K +$231K +6,995 New
KPWS
149
Kestra Private Wealth Services
Texas
$230K +$3.65K +108 +2%
William Blair & Company
150
William Blair & Company
Illinois
$226K +$226K +6,689 New
4 5
6
7 8