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AllianceBernstein
AB

Overview Fund Activity

259 hedge funds and large institutions have $796M invested in AllianceBernstein in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
79
Reduced
64
Closed
18
Calls
$16.8M
Puts
$4.7M
Net Calls
+$12.1M
Net Calls Change
-$1.78M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$85.6M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$9.8M
3
Citigroup
3
Citigroup
New York
$22.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91.2M
5
American Century Companies
5
American Century Companies
Missouri
$104M

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$2.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.3M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.8M
5
GAI
5
General American Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
126
Sonora Investment Management Group
Arizona
$350K -$47.1K -1,350 -12%
MIM
127
Merrion Investment Management
New Jersey
$349K – – –
WWM
128
Western Wealth Management
Colorado
$340K +$174 +5 +0.1%
JIC
129
Joel Isaacson & Co
New York
$338K +$6.73K +193 +2%
FHA
130
Flagship Harbor Advisors
Massachusetts
$337K +$337K +9,668 New
RJT
131
Raymond James Trust
Florida
$332K -$837 -24 -0.3%
HPM
132
Hudson Portfolio Management
New York
$330K +$330K +9,450 New
WS
133
Wedbush Securities
California
$329K +$77.4K +2,215 +31%
EWA
134
EP Wealth Advisors
California
$322K +$322K +9,225 New
RIA
135
Regal Investment Advisors
Michigan
$320K -$60.9K -1,745 -16%
SOW
136
State of Wyoming
Wyoming
$317K -$27.6K -792 -8%
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$317K +$71.8K +2,074 +29%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$314K – – –
IAA
139
Independent Advisor Alliance
North Carolina
$310K +$7.08K +203 +2%
FCH
140
Freestone Capital Holdings
Washington
$307K -$33.9K -973 -10%
NAS
141
Nicolet Advisory Services
Wisconsin
$300K +$5.65K +162 +2%
MNBTD
142
Moody National Bank Trust Division
Texas
$291K +$291K +8,347 New
ACA
143
Aptus Capital Advisors
Alabama
$283K +$21.3K +610 +8%
SN
144
Sittner & Nelson
Oregon
$283K +$209K +6,000 +286%
OCM
145
One Capital Management
California
$280K – – –
SLC
146
Second Line Capital
Louisiana
$276K +$15.5K +443 +6%
HTC
147
Haverford Trust Company
Pennsylvania
$276K +$276K +7,906 New
AA
148
Axiom Advisory
California
$272K +$272K +7,950 New
KPWS
149
Kestra Private Wealth Services
Texas
$270K +$32.7K +938 +14%
BMO
150
Beck Mack & Oliver
New York
$267K – – –
4 5
6
7 8