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AllianceBernstein
AB

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: 249 → 259 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$9.08M
2
CAG
Crestwood Advisors Group
Massachusetts
+$8.74M
3
Citigroup
Citigroup
New York
+$8.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.26M
5
American Century Companies
American Century Companies
Missouri
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
-$13.2M
2
Morgan Stanley
Morgan Stanley
New York
-$9.43M
3
KAS
Kestra Advisory Services
Texas
-$3.21M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.85M
5
GAI
General American Investors
New York
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
151
Essex Financial Services
Connecticut
$265K – – –
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$265K +$12.1K +355 +5%
RIL
153
Rothschild Investment LLC
Illinois
$262K – – –
CPIG
154
Chicago Partners Investment Group
Illinois
$257K – – –
WIA
155
World Investment Advisors
California
$255K -$31.8K -932 -11%
SWA
156
Sax Wealth Advisors
New Jersey
$254K – – –
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$249K -$25.2K -737 -9%
CPC
158
Consolidated Planning Corp
Georgia
$246K – – –
DTC
159
Davidson Trust Company
Washington
$244K – – –
LCS
160
Levin Capital Strategies
New York
$244K +$239K +7,000 New
William Blair & Company
161
William Blair & Company
Illinois
$244K +$10.2K +300 +4%
SBIA
162
Sheaff Brock Investment Advisors
Indiana
$238K +$233K +6,810 New
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$234K +$4.61K +135 +2%
VCAM
164
Van Cleef Asset Management
Ohio
$232K -$871K -25,500 -79%
IIA
165
IPG Investment Advisors
California
$230K – – –
EH
166
Equitable Holdings
New York
$228K +$171 +5 +0.1%
FG
167
Fiduciary Group
Georgia
$226K – – –
IC
168
IEQ Capital
California
$216K – – –
SDWIA
169
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$213K – – –
RGC
170
Roberts, Glore & Co
Illinois
$211K – – –
ONST
171
Old North State Trust
North Carolina
$211K – – –
HA
172
Harbor Advisors
Florida
$209K – – –
ZAM
173
Zevin Asset Management
Massachusetts
$207K – – –
PFA
174
Pure Financial Advisors
California
$206K -$13.1K -382 -6%
WSFS
175
Wilmington Savings Fund Society
Delaware
$180K +$176K +5,150 New
5 6
7
8 9

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.