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AllianceBernstein

243 hedge funds and large institutions have $728M invested in AllianceBernstein in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $9.14M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

4% more funds holding

Funds holding: 233243 (+10)

4% less capital invested

Capital invested by funds: $760M → $728M (-$31.8M)

3.59% less ownership

Funds ownership: 21.87%18.28% (-3.6%)

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
84
Reduced
58
Closed
20
Calls
$20.6M
Puts
$9.14M
Net Calls
+$11.4M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$28.4K +$27.2K +818 New
SSG
202
Summit Securities Group
New York
$28K +$26.6K +800 New
AF
203
Allworth Financial
California
$27.8K
GI
204
GAMMA Investing
California
$27.8K
GA
205
GoalVest Advisory
New York
$27.2K
PA
206
PSI Advisors
Florida
$24.3K
WPWM
207
Western Pacific Wealth Management
Illinois
$24.3K
GWMI
208
Guardian Wealth Management (Illinois)
Illinois
$22.3K -$31.4K -946 -60%
CBT
209
CoreFirst Bank & Trust
Kansas
$20.8K
SIC
210
Salem Investment Counselors
North Carolina
$19.1K +$18.3K +550 New
AW
211
Avion Wealth
Texas
$19K +$399 +12 +2%
BWL
212
Bogart Wealth LLC
Virginia
$18.6K
IGWM
213
ICA Group Wealth Management
Colorado
$17.8K
HNB
214
Huntington National Bank
Ohio
$17.4K
CWM
215
Compass Wealth Management
Connecticut
$17.4K
PTC
216
Private Trust Company
Ohio
$17.4K
CB
217
Community Bank
New York
$17.4K
CA
218
Clearstead Advisors
Ohio
$16.1K
JPWM
219
Jamison Private Wealth Management
Georgia
$14.6K +$299 +9 +2%
AWM
220
Avior Wealth Management
Nebraska
$14.1K +$13.3K +400 +6,667%
CA
221
CoreCap Advisors
Michigan
$13.5K +$12.9K +388 New
PP
222
PFS Partners
New Jersey
$12.7K +$12.1K +365 New
CAM
223
Creekmur Asset Management
Illinois
$12.5K +$12K +360 New
NS
224
NBC Securities
Alabama
$12K -$4.82K -145 -29%
GEA
225
Glen Eagle Advisors
New Jersey
$11.7K +$7.91K +238 +238%

AB Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2024, worth a combined $728M — down 4.2% from $760M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AB positions and 20 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was American Century Companies, adding an estimated $24.5M. The largest seller was Crestwood Advisors Group, cutting an estimated $75.8M.

  • 243 institutional investors held AllianceBernstein (AB) as of Q1 2024, up from 233 in Q4 2023.
  • Funds reported $728M of AllianceBernstein stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 34 funds opened new AllianceBernstein positions in Q1 2024 and 20 closed out, a net change of +14 holders.
  • The largest AllianceBernstein buyer in Q1 2024 was American Century Companies, an estimated $24.5M added.
  • The largest AllianceBernstein seller in Q1 2024 was Crestwood Advisors Group, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2024.