We are live on ! Find out more
AB icon

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
SIMG
126
Sonora Investment Management Group
Arizona
$350K -$46.1K -1,350 -12%
MIM
127
Merrion Investment Management
New Jersey
$349K
WWM
128
Western Wealth Management
Colorado
$340K +$171 +5 +0.1%
JIC
129
Joel Isaacson & Co
New York
$338K +$6.59K +193 +2%
FHA
130
Flagship Harbor Advisors
Massachusetts
$337K +$2.25K +66 +0.7%
RJT
131
Raymond James Trust
Florida
$332K -$820 -24 -0.3%
HPM
132
Hudson Portfolio Management
New York
$330K +$323K +9,450 New
WS
133
Wedbush Securities
California
$329K +$75.7K +2,215 +31%
EWA
134
EP Wealth Advisors
California
$322K +$315K +9,225 New
RIA
135
Regal Investment Advisors
Michigan
$320K -$59.6K -1,745 -16%
SOW
136
State of Wyoming
Wyoming
$317K -$27.1K -792 -8%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$317K +$70.9K +2,074 +29%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$314K
IAA
139
Independent Advisor Alliance
North Carolina
$310K +$6.93K +203 +2%
FCH
140
Freestone Capital Holdings
Washington
$307K -$33.2K -973 -10%
NAS
141
Nicolet Advisory Services
Wisconsin
$300K +$5.54K +162 +2%
MNBTD
142
Moody National Bank Trust Division
Texas
$291K +$285K +8,347 New
ACA
143
Aptus Capital Advisors
Alabama
$283K +$20.8K +610 +8%
SN
144
Sittner & Nelson
Oregon
$283K +$205K +6,000 +286%
OCM
145
One Capital Management
California
$280K
SLC
146
Second Line Capital
Louisiana
$276K +$15.1K +443 +6%
HTC
147
Haverford Trust Company
Pennsylvania
$276K +$270K +7,906 New
AA
148
Axiom Advisory
California
$272K +$272K +7,950 New
KPWS
149
Kestra Private Wealth Services
Texas
$270K +$32K +938 +14%
BMO
150
Beck Mack & Oliver
New York
$267K

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.