AB icon

AllianceBernstein
AB

Overview Fund Activity

233 hedge funds and large institutions have $760M invested in AllianceBernstein in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
70
Reduced
70
Closed
29
Calls
$16.7M
Puts
$8.71M
Net Calls
+$8.02M
Net Calls Change
+$5.71M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$150M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$73.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74.1M
4
UBS Group
UBS Group
Switzerland
$26.4M
5
HIP
HUB Investment Partners
Texas
$6.92M

Top Sellers

1
CAG
Crestwood Advisors Group
Massachusetts
$71.6M
2
P2P
Phase 2 Partners
California
$5.74M
3
UCFA
United Capital Financial Advisors
Texas
$776K
4
Citadel Advisors
Citadel Advisors
Florida
$4.65M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
151
Davidson Trust Company
Washington
$217K – – –
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$208K -$28.4K -915 -12%
SOW
153
State of Wyoming
Wyoming
$200K +$200K +6,458 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$176K -$79.8K -2,573 -31%
AWM
155
Atticus Wealth Management
Florida
$144K +$1.06K +34 +0.7%
CSC
156
Caldwell Sutter Capital
California
$136K -$23.2K -749 -15%
Bessemer Group
157
Bessemer Group
New Jersey
$127K +$127K +4,100 New
WT
158
Washington Trust
Rhode Island
$122K -$6.86K -221 -5%
AAP
159
Arax Advisory Partners
Colorado
$114K +$2.54K +82 +2%
DSC
160
Duncker Streett & Co
Missouri
$107K -$9.31K -300 -8%
AIM
161
Anchor Investment Management
South Carolina
$105K – – –
SPIA
162
Steward Partners Investment Advisory
New York
$96.7K +$18K +581 +23%
UB
163
UMB Bank
Missouri
$83.8K – – –
NA
164
NewEdge Advisors
Louisiana
$82.8K +$2.82K +91 +4%
CFGS
165
Concourse Financial Group Securities
Alabama
$81.7K -$18.6K -599 -19%
VNIM
166
Vaughan Nelson Investment Management
Texas
$81K – – –
NFSG
167
Newbridge Financial Services Group
Florida
$71.4K -$21.7K -700 -23%
TLCM
168
Twin Lakes Capital Management
California
$68.7K +$1.52K +49 +2%
LA
169
LM Advisors
California
$66.7K +$66.7K +2,150 New
NSIM
170
North Star Investment Management
Illinois
$65.2K +$1.37K +44 +2%
ZB
171
Zions Bancorporation
Utah
$62.1K – – –
TRCT
172
Tower Research Capital (TRC)
New York
$58.1K +$58.1K +1,872 New
PCMC
173
Planning Capital Management Corporation
Pennsylvania
$53.8K +$53.8K +1,733 New
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$51.4K – – –
AAG
175
Armstrong Advisory Group
Massachusetts
$50.8K -$57.2K -1,842 -53%
5 6
7
8 9