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AllianceBernstein

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
Name Holding Trade Value Shares
Change
Shares
Change %
STA
151
Summit Trail Advisors
New York
$325K +$325K +8,755 New
ACA
152
Aptus Capital Advisors
Alabama
$323K +$22.2K +599 +7%
WIA
153
World Investment Advisors
California
$323K +$52.6K +1,417 +19%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$319K +$37.5K +1,010 +13%
SLC
155
Second Line Capital
Louisiana
$315K +$22K +594 +8%
MNBTD
156
Moody National Bank Trust Division
Texas
$309K -$631 -17 -0.2%
RIA
157
Regal Investment Advisors
Michigan
$306K -$34K -916 -10%
NAS
158
Nicolet Advisory Services
Wisconsin
$305K
SN
159
Sittner & Nelson
Oregon
$300K
OCM
160
One Capital Management
California
$298K
EH
161
Equitable Holdings
New York
$293K +$50.7K +1,366 +21%
HTC
162
Haverford Trust Company
Pennsylvania
$293K
PWM
163
Perigon Wealth Management
California
$290K +$290K +7,891 New
FCH
164
Freestone Capital Holdings
Washington
$289K -$37.1K -1,000 -11%
BMO
165
Beck Mack & Oliver
New York
$284K
RIL
166
Rothschild Investment LLC
Illinois
$278K
CSP
167
Cary Street Partners
Virginia
$278K +$278K +7,499 New
AWS
168
Atria Wealth Solutions
New York
$277K +$277K +7,471 New
SWA
169
Sax Wealth Advisors
New Jersey
$270K
OWA
170
Opal Wealth Advisors
New York
$264K +$264K +7,111 New
CPC
171
Consolidated Planning Corp
Georgia
$262K
RPCONE
172
Retirement Planning Company of New England
Rhode Island
$260K +$260K +7,008 New
DTC
173
Davidson Trust Company
Washington
$260K
EFS
174
Essex Financial Services
Connecticut
$259K
William Blair & Company
175
William Blair & Company
Illinois
$259K