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AllianceBernstein
AB

Overview Fund Activity

233 hedge funds and large institutions have $760M invested in AllianceBernstein in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 29 closing their positions.

Holders
233
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
70
Reduced
70
Closed
29
Calls
$16.7M
Puts
$8.71M
Net Calls
+$8.02M
Net Calls Change
+$5.71M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$73.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$74.1M
4
UBS Group
4
UBS Group
Switzerland
$26.4M
5
HIP
5
HUB Investment Partners
Texas
$6.92M

Top Sellers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$71.6M
2
P2P
2
Phase 2 Partners
California
$5.74M
3
UCFA
3
United Capital Financial Advisors
Texas
$776K
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.65M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 4,843,598 +3,134,945 +183%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$74.1M 2,388,464 +780,828 +49%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$73.5M 2,367,292 +1,129,002 +91%
CAG
4
Crestwood Advisors Group
Massachusetts
$71.6M 2,307,396 -509,999 -18%
American Century Companies
5
American Century Companies
Missouri
$59.1M 1,903,115 +57,983 +3%
UBS Group
6
UBS Group
Switzerland
$26.4M 851,533 +242,765 +40%
Citigroup
7
Citigroup
New York
$17.9M 578,036 +157,646 +37%
N
8
Natixis
France
$16.6M 534,800 +124,000 +30%
CAM
9
Cresset Asset Management
Illinois
$16.6M 533,894 -30,000 -5%
Bank of America
10
Bank of America
North Carolina
$16.4M 529,370 +60,105 +13%
WMSA
11
Weiss Multi-Strategy Advisers
New York
$15.8M 507,900 +66,275 +15%
Franklin Resources
12
Franklin Resources
California
$14.5M 466,522 -18,300 -4%
LPL Financial
13
LPL Financial
California
$12.4M 399,723 +20,885 +6%
Nomura Holdings
14
Nomura Holdings
Japan
$7.16M 230,600 +88,000 +62%
BIM
15
Bridgecreek Investment Management
Oklahoma
$6.92M 223,150 -5,000 -2%
HIP
16
HUB Investment Partners
Texas
$6.92M 222,928 +215,270 +2,811%
MHI
17
Miller Howard Investments
New York
$6.33M 204,000 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$5.91M 190,386 -55,813 -23%
Stifel Financial
19
Stifel Financial
Missouri
$5.89M 189,724 +42,451 +29%
Wells Fargo
20
Wells Fargo
California
$5.79M 186,717 +24,844 +15%
P2P
21
Phase 2 Partners
California
$5.74M 185,006 -169,681 -48%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$5.62M 181,153 -3,885 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$4.65M 149,964 -63,258 -30%
GAI
24
General American Investors
New York
$4.19M 135,093 +135,093 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$4.18M 134,720 -14,200 -10%
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