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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.

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 Market Value Shares Shares
Change 		Shares
Change %
IIA
151
IPG Investment Advisors
California
$223K 6,605 – –
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$223K 6,585 +165 +3%
EH
153
Equitable Holdings
New York
$221K 6,537 +6,537 New
FG
154
Fiduciary Group
Georgia
$218K 6,465 – –
PFA
155
Pure Financial Advisors
California
$212K 6,276 +6,276 New
IWC
156
Integrated Wealth Concepts
Massachusetts
$211K 6,249 -1,395 -18%
IC
157
IEQ Capital
California
$209K 6,200 – –
SDWIA
158
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$206K 6,095 – –
RGC
159
Roberts, Glore & Co
Illinois
$204K 6,050 – –
ONST
160
Old North State Trust
North Carolina
$204K 6,035 – –
HA
161
Harbor Advisors
Florida
$203K 6,000 – –
ZAM
162
Zevin Asset Management
Massachusetts
$200K 5,930 – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$159K 4,708 -634 -12%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$154K 4,552 -1,595 -26%
AWM
165
Atticus Wealth Management
Florida
$138K 4,072 -192 -5%
AAP
166
Arax Advisory Partners
Colorado
$137K 4,048 +280 +7%
RWMG
167
Redwood Wealth Management Group
New Jersey
$135K 4,010 +4,010 New
WT
168
Washington Trust
Rhode Island
$132K 3,916 – –
CSC
169
Caldwell Sutter Capital
California
$118K 3,482 -1,000 -22%
GRP
170
Global Retirement Partners
California
$115K 3,406 +46 +1%
AIM
171
Anchor Investment Management
South Carolina
$114K 3,375 – –
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$110K 3,257 -376 -10%
NA
173
NewEdge Advisors
Louisiana
$101K 2,981 -26 -0.9%
OC
174
Oakworth Capital
Alabama
$98K 2,900 +1,400 +93%
EWA
175
EverSource Wealth Advisors
Alabama
$92K 2,607 +1,153 +79%
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7
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