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AllianceBernstein

259 hedge funds and large institutions have $796M invested in AllianceBernstein in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 80 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.7M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

25% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $736M → $796M (+$60.6M)

4% more funds holding

Funds holding: 249259 (+10)

0.66% more ownership

Funds ownership: 18.89%19.55% (+0.66%)

Holders
259
Holders Change
+10
Holders Change %
+4.02%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
80
Reduced
64
Closed
18
Calls
$16.8M
Puts
$4.7M
Net Calls
+$12.1M
Net Calls Change
-$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
201
FinTrust Capital Advisors
South Carolina
$48.3K +$13.2K +385 +39%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$41.1K -$71.1K -2,080 -64%
KA
203
Kozak & Associates
Colorado
$40.6K +$717 +21 +2%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$39K +$31.2K +913 +457%
GIA
205
GHP Investment Advisors
Colorado
$37.6K +$717 +21 +2%
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$36.8K +$717 +21 +2%
FWM
207
FSA Wealth Management
Massachusetts
$35.6K +$34.9K +1,021 New
CTC
208
Central Trust Company
Missouri
$34.9K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$34.9K
HPC
210
HM Payson & Co
Maine
$34.9K
SIC
211
SJS Investment Consulting
Ohio
$32.1K
CAS
212
Coppell Advisory Solutions
Texas
$31.5K +$30.7K +900 New
TC
213
Truvestments Capital
Florida
$30.6K +$29.9K +876 New
CIA
214
Cape Investment Advisory
Georgia
$30.1K -$2.77K -81 -9%
AF
215
Allworth Financial
California
$27.9K
GI
216
GAMMA Investing
California
$27.9K
BF
217
BOK Financial
Oklahoma
$27.9K +$27.3K +800 New
GA
218
GoalVest Advisory
New York
$27.3K
JIP
219
Jaffetilchin Investment Partners
Florida
$26.1K +$25.5K +747 New
NS
220
NBC Securities
Alabama
$25K +$11.2K +329 +81%
PA
221
PSI Advisors
Florida
$24.4K
WPWM
222
Western Pacific Wealth Management
Illinois
$24.4K
PS
223
Principal Securities
Iowa
$21.9K -$4.51K -132 -17%
CBT
224
CoreFirst Bank & Trust
Kansas
$20.9K +$20.5K +600 New
MCM
225
Manchester Capital Management
Vermont
$20.2K

AB Hedge Fund Activity: Q3 2024 in Review

259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2024, worth a combined $796M — up 8.2% from $736M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AB positions and 18 closed out — a net gain of 12 holders — while 80 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $9.08M. The largest seller was Nomura Holdings, cutting an estimated $13.2M.

  • 259 institutional investors held AllianceBernstein (AB) as of Q3 2024, up from 249 in Q2 2024.
  • Funds reported $796M of AllianceBernstein stock for Q3 2024, up 8.2% quarter-over-quarter.
  • 30 funds opened new AllianceBernstein positions in Q3 2024 and 18 closed out, a net change of +12 holders.
  • The largest AllianceBernstein buyer in Q3 2024 was JP Morgan Chase, an estimated $9.08M added.
  • The largest AllianceBernstein seller in Q3 2024 was Nomura Holdings, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2024.