AB icon

AllianceBernstein
AB

Overview Fund Activity

248 hedge funds and large institutions have $735M invested in AllianceBernstein in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
3.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
81
Reduced
68
Closed
13
Calls
$21M
Puts
$7.14M
Net Calls
+$13.9M
Net Calls Change
+$2.48M

Top Buyers

1
CCM
1
Callodine Capital Management
Massachusetts
$11.8M
2
American Century Companies
2
American Century Companies
Missouri
$97.1M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.25M
4
Wells Fargo
4
Wells Fargo
California
$14.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$15.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$74M
3
P2P
3
Phase 2 Partners
California
$0
4
UBS Group
4
UBS Group
Switzerland
$23.3M
5
GAI
5
General American Investors
New York
$2.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
201
SJS Investment Consulting
Ohio
$31.1K +$31.1K +920 New
AF
202
Allworth Financial
California
$27.1K – – –
GI
203
GAMMA Investing
California
$27K – – –
GA
204
GoalVest Advisory
New York
$26.5K – – –
PS
205
Principal Securities
Iowa
$25.7K -$4.8K -142 -16%
PA
206
PSI Advisors
Florida
$23.7K – – –
WPWM
207
Western Pacific Wealth Management
Illinois
$23.7K – – –
FFA
208
Farther Finance Advisors
California
$22.2K +$22.2K +662 New
GWM
209
Guardian Wealth Management
Illinois
$22K +$304 +9 +1%
MCM
210
Manchester Capital Management
Vermont
$19.4K +$19.4K +571 New
SIC
211
Salem Investment Counselors
North Carolina
$18.6K – – –
AW
212
Avion Wealth
Texas
$18K +$371 +11 +2%
IGWM
213
ICA Group Wealth Management
Colorado
$17.3K – – –
AAG
214
Armstrong Advisory Group
Massachusetts
$17K -$38.3K -1,133 -69%
CB
215
Community Bank
New York
$16.9K – – –
CWM
216
Compass Wealth Management
Connecticut
$16.9K – – –
PTC
217
Private Trust Company
Ohio
$16.9K – – –
CA
218
Clearstead Advisors
Ohio
$16.7K – – –
JPWM
219
Jamison Private Wealth Management
Georgia
$14.5K +$304 +9 +2%
CA
220
CoreCap Advisors
Michigan
$13.1K – – –
NS
221
NBC Securities
Alabama
$13K +$1.69K +53 +15%
PP
222
PFS Partners
New Jersey
$12.5K +$135 +4 +1%
ADL
223
Asset Dedication LLC
California
$11K +$2.94K +87 +36%
DAM
224
Delta Asset Management
Tennessee
$10.5K – – –
HI
225
Harbour Investments
Wisconsin
$10.4K +$9.53K +282 +1,128%
7 8
9
10 11