AB icon

AllianceBernstein
AB

Overview Fund Activity

288 hedge funds and large institutions have $1.16B invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 104 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+29
Holders Change %
+11.2%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
104
Reduced
46
Closed
18
Calls
$12.9M
Puts
$5.75M
Net Calls
+$7.16M
Net Calls Change
-$4.97M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$203M
2
Goldman Sachs
2
Goldman Sachs
New York
$22.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$98M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$108M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$6.68M
2
MHI
2
Miller Howard Investments
New York
$0
3
KFP
3
KMG Fiduciary Partners
Ohio
$0
4
FFA
4
First Foundation Advisors
California
$909K
5
HF
5
HRT Financial
New York
$998K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCFM
126
JBR Co Financial Management
Oklahoma
$429K +$429K +11,571 New
AA
127
Ancora Advisors
Ohio
$428K – – –
RWA
128
Redmont Wealth Advisors
Illinois
$422K – – –
BA
129
Birinyi Associates
Connecticut
$415K -$17.4K -470 -4%
MML Investors Services
130
MML Investors Services
Massachusetts
$413K -$160K -4,319 -28%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$406K +$406K +11,478 New
Kovitz Investment Group Partners
132
Kovitz Investment Group Partners
Illinois
$404K +$2.26K +61 +0.6%
NFG
133
Nadler Financial Group
Illinois
$402K – – –
MA
134
MONECO Advisors
Connecticut
$401K +$401K +10,802 New
WS
135
Wedbush Securities
California
$399K +$50K +1,350 +14%
SOW
136
State of Wyoming
Wyoming
$388K +$51K +1,375 +15%
IAN
137
Integrated Advisors Network
Texas
$388K – – –
JIC
138
Johnson Investment Counsel
Ohio
$387K -$713K -19,220 -65%
ZAM
139
Zevin Asset Management
Massachusetts
$382K +$162K +4,378 +74%
JIP
140
Jaffetilchin Investment Partners
Florida
$379K +$351K +9,473 +1,268%
US Bancorp
141
US Bancorp
Minnesota
$377K -$42.1K -1,135 -10%
CCA
142
Cadent Capital Advisors
Oklahoma
$374K – – –
JIC
143
Joel Isaacson & Co
New York
$367K +$7.46K +201 +2%
WWM
144
Western Wealth Management
Colorado
$361K +$185 +5 +0.1%
IAA
145
Independent Advisor Alliance
North Carolina
$353K +$23.4K +630 +7%
HPM
146
Hudson Portfolio Management
New York
$351K – – –
FHA
147
Flagship Harbor Advisors
Massachusetts
$341K -$17.2K -464 -5%
MCFP
148
Mallini Complete Financial Planning
Florida
$335K – – –
SIMG
149
Sonora Investment Management Group
Arizona
$334K -$38.2K -1,030 -10%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$334K – – –
4 5
6
7 8