AB icon

AllianceBernstein

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
Name Holding Trade Value Shares
Change
Shares
Change %
PS
201
Planned Solutions
California
$16.8K +$16.8K +541 New
BWL
202
Bogart Wealth LLC
Virginia
$16.6K
AW
203
Avion Wealth
Texas
$16K +$344 +11 +2%
IGWM
204
ICA Group Wealth Management
Colorado
$15.9K +$15.9K +512 New
BWM
205
Baystate Wealth Management
Massachusetts
$15.9K +$14.3K +461 +922%
PA
206
Parallel Advisors
California
$15.6K +$31 +1 +0.2%
HNB
207
Huntington National Bank
Ohio
$15.5K
OLVIG
208
Oliver Lagore Vanvalin Investment Group
Michigan
$15.5K -$13.6K -437 -47%
PTC
209
Private Trust Company
Ohio
$15.5K
CWM
210
Compass Wealth Management
Connecticut
$15.5K
GGI
211
Godsey & Gibb Inc
Virginia
$15.5K
CB
212
Community Bank
New York
$15.5K
CA
213
Clearstead Advisors
Ohio
$15.3K -$18.4K -594 -55%
NS
214
NBC Securities
Alabama
$15K +$90 +3 +0.6%
FGA
215
Fortis Group Advisors
New Jersey
$13.8K +$6.92K +223 +100%
JPWM
216
Jamison Private Wealth Management
Georgia
$12.7K -$27.5K -888 -68%
DAM
217
Delta Asset Management
Tennessee
$9.62K
MSG
218
Main Street Group
Virginia
$9.31K +$9.31K +300 New
RBC
219
Roble Belko & Company
Pennsylvania
$9K +$9K +289 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$8K -$11.6K -390 -59%
ME
221
McIlrath & Eck
Washington
$7.76K -$102K -3,282 -93%
HIA
222
Harbor Investment Advisory
Maryland
$7.76K
SA
223
Scarborough Advisors
Maryland
$7.58K +$7.58K +244 New
TCM
224
TD Capital Management
Tennessee
$7.01K
CHA
225
Carmichael Hill & Associates
Maryland
$6.21K