AllianceBernstein
234 hedge funds and large institutions have $685M invested in AllianceBernstein in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 69 reducing their positions, and 30 closing their positions.
227% more capital inflows, than outflows
Capital inflows: $137M | Capital outflows: $42M
92% more call options, than puts
Call options by funds: $16.7M | Put options by funds: $8.71M
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
3.09% more ownership
Funds ownership: 16.63% → 19.73% (+3.1%)
3% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 69
1% more funds holding
Funds holding: 232 → 234 (+2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.2M |
| 2 |
JP Morgan Chase
New York
|
+$23M |
| 3 |
Morgan Stanley
New York
|
+$21M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.14M |
| 5 |
HUB Investment Partners
Austin,
Texas
|
+$6.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Crestwood Advisors Group
Boston,
Massachusetts
|
-$15M |
| 2 |
Phase 2 Partners
San Francisco,
California
|
-$4.99M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$2.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.86M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
AB Hedge Fund Activity: Q4 2023 in Review
234 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2023, worth a combined $685M — up 20% from $573M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AB positions and 30 closed out — a net gain of 4 holders — while 71 added to existing stakes and 69 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.2M. The largest seller was Crestwood Advisors Group, cutting an estimated $15M.
- 234 institutional investors held AllianceBernstein (AB) as of Q4 2023, up from 232 in Q3 2023.
- Funds reported $685M of AllianceBernstein stock for Q4 2023, up 20% quarter-over-quarter.
- 34 funds opened new AllianceBernstein positions in Q4 2023 and 30 closed out, a net change of +4 holders.
- The largest AllianceBernstein buyer in Q4 2023 was Fidelity Investments, an estimated $33.2M added.
- The largest AllianceBernstein seller in Q4 2023 was Crestwood Advisors Group, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2023.