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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 %
WT
201
Washington Trust
Rhode Island
$145K – – –
CSC
202
Caldwell Sutter Capital
California
$131K +$1.6K +43 +1%
AIM
203
Anchor Investment Management
South Carolina
$125K – – –
NA
204
NewEdge Advisors
Louisiana
$121K +$668 +18 +0.6%
CFGS
205
Concourse Financial Group Securities
Alabama
$115K +$22.2K +550 +24%
OC
206
Oakworth Capital
Alabama
$108K – – –
Jones Financial Companies
207
Jones Financial Companies
Missouri
$101K +$59.2K +1,597 +143%
EWA
208
EverSource Wealth Advisors
Alabama
$96.8K +$74 +2 +0.1%
VNIM
209
Vaughan Nelson Investment Management
Texas
$96K – – –
GSWM
210
Golden State Wealth Management
California
$95.5K +$95.5K +2,575 New
TLCM
211
Twin Lakes Capital Management
California
$89.4K +$1.82K +49 +2%
DSC
212
Duncker Streett & Co
Missouri
$89K – – –
NSIM
213
North Star Investment Management
Illinois
$84.5K +$1.67K +45 +2%
ZB
214
Zions Bancorporation
Utah
$74.2K – – –
GWM
215
Geneos Wealth Management
Colorado
$71.8K +$853 +23 +1%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$71.5K +$11.8K +319 +20%
HWA
217
HHM Wealth Advisors
Tennessee
$60.6K +$60.6K +1,634 New
MG
218
Mather Group
Illinois
$58K – – –
RMP
219
Richards, Merrill & Peterson
Washington
$56.2K +$56.2K +1,515 New
FFA
220
Farther Finance Advisors
California
$55.7K +$2.78K +75 +5%
LFG
221
Larson Financial Group
Missouri
$55.6K – – –
GWSG
222
GPS Wealth Strategies Group
Colorado
$53.2K – – –
UB
223
UMB Bank
Missouri
$48.2K -$33.4K -900 -41%
CIBC Private Wealth Group
224
CIBC Private Wealth Group
Georgia
$43.4K – – –
KA
225
Kozak & Associates
Colorado
$41K +$490 +13 +1%
7 8
9
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