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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 %
CPIG
176
Chicago Partners Investment Group
Illinois
$252K – – –
Wolverine Trading
177
Wolverine Trading
Illinois
$250K +$250K +6,850 New
SBIA
178
Sheaff Brock Investment Advisors
Indiana
$248K -$4.82K -130 -2%
VCAM
179
Van Cleef Asset Management
Ohio
$247K – – –
BBHC
180
Brown Brothers Harriman & Co
New York
$246K +$246K +6,630 New
IIA
181
IPG Investment Advisors
California
$245K – – –
BPA
182
Beacon Pointe Advisors
California
$243K +$243K +6,554 New
MIM
183
Merrion Investment Management
New Jersey
$241K -$130K -3,500 -35%
FG
184
Fiduciary Group
Georgia
$240K – – –
TR
185
Tepp RIA
New Jersey
$233K +$233K +6,283 New
IC
186
IEQ Capital
California
$230K – – –
GWP
187
Gateway Wealth Partners
Wisconsin
$226K +$226K +6,100 New
SDWIA
188
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$226K – – –
RGC
189
Roberts, Glore & Co
Illinois
$224K – – –
ONST
190
Old North State Trust
North Carolina
$224K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$221K +$40.9K +1,103 +23%
IWC
192
Integrated Wealth Concepts
Massachusetts
$218K +$218K +5,870 New
VFM
193
Vision Financial Markets
Connecticut
$215K +$215K +5,800 New
PCA
194
Peddock Capital Advisors
Massachusetts
$214K +$214K +5,780 New
KPWS
195
Kestra Private Wealth Services
Texas
$209K -$77.7K -2,095 -27%
SAM
196
Summit Asset Management
Tennessee
$202K +$202K +5,450 New
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$202K +$202K +5,445 New
WSFS
198
Wilmington Savings Fund Society
Delaware
$191K – – –
AWM
199
Atticus Wealth Management
Florida
$150K +$1.3K +35 +0.9%
AAP
200
Arax Advisory Partners
Colorado
$149K +$3.04K +82 +2%
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