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AllianceBernstein
AB

243 hedge funds and large institutions have $728M invested in AllianceBernstein in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $9.14M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

45% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 58

4% more funds holding

Funds holding: 233 → 243 (+10)

4% less capital invested

Capital invested by funds: $760M → $728M (-$31.8M)

3.59% less ownership

Funds ownership: 21.87% → 18.28% (-3.6%)

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
84
Reduced
58
Closed
20
Calls
$20.6M
Puts
$9.14M
Net Calls
+$11.4M
Net Calls Change
+$3.4M

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$24.5M
2
Jennison Associates
Jennison Associates
New York
+$22.6M
3
Bank of America
Bank of America
North Carolina
+$6.96M
4
Barclays
Barclays
United Kingdom
+$4.12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4M

Top Sellers

Rank Fund Capital Flow
1
CAG
Crestwood Advisors Group
Massachusetts
-$75.8M
2
Morgan Stanley
Morgan Stanley
New York
-$74.7M
3
Citigroup
Citigroup
New York
-$5.73M
4
N
Natixis
France
-$4.89M
5
Jane Street
Jane Street
New York
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$91.7M +$24.5M +735,956 +39%
Morgan Stanley
2
Morgan Stanley
New York
$90.1M -$74.7M -2,248,860 -46%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.4M +$4M +120,277 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$80.9M -$1.94M -58,316 -2%
UBS Group
5
UBS Group
Switzerland
$28.6M -$963K -28,987 -3%
Bank of America
6
Bank of America
North Carolina
$25.7M +$6.96M +209,526 +40%
Jennison Associates
7
Jennison Associates
New York
$23.7M +$22.6M +681,053 New
CAM
8
Cresset Asset Management
Illinois
$18.2M -$332K -10,000 -2%
Franklin Resources
9
Franklin Resources
California
$14.3M -$1.84M -55,357 -12%
Citigroup
10
Citigroup
New York
$14.1M -$5.73M -172,308 -30%
N
11
Natixis
France
$13.5M -$4.89M -147,100 -28%
LPL Financial
12
LPL Financial
California
$12.3M -$1.52M -45,648 -11%
Nomura Holdings
13
Nomura Holdings
Japan
$10.4M +$2.33M +70,000 +30%
HIP
14
HUB Investment Partners
Texas
$7.74M -$4.82K -145 -0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.48M +$829K +24,951 +13%
Wells Fargo
16
Wells Fargo
California
$7.39M +$863K +25,954 +14%
MHI
17
Miller Howard Investments
New York
$7.09M – – –
Stifel Financial
18
Stifel Financial
Missouri
$6.35M -$232K -6,996 -4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.14M -$150K -4,522 -2%
EIP
20
Epoch Investment Partners
New York
$5.58M +$1.04M +31,399 +24%
SEI Investments
21
SEI Investments
Pennsylvania
$5.37M +$3.16M +94,989 +159%
Barclays
22
Barclays
United Kingdom
$5.15M +$4.12M +124,091 +517%
DADC
23
D.A. Davidson & Co
Montana
$4.84M +$544K +16,372 +13%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.79M +$104K +3,135 +2%
P2P
25
Phase 2 Partners
California
$4.74M -$1.62M -48,630 -26%
1
2 3 4 5

AB Hedge Fund Activity: Q1 2024 in Review

243 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2024, worth a combined $728M — down 4.2% from $760M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AB positions and 20 closed out — a net gain of 14 holders — while 84 added to existing stakes and 58 trimmed.

The largest buyer was American Century Companies, adding an estimated $24.5M. The largest seller was Crestwood Advisors Group, cutting an estimated $75.8M.

  • 243 institutional investors held AllianceBernstein (AB) as of Q1 2024, up from 233 in Q4 2023.
  • Funds reported $728M of AllianceBernstein stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 34 funds opened new AllianceBernstein positions in Q1 2024 and 20 closed out, a net change of +14 holders.
  • The largest AllianceBernstein buyer in Q1 2024 was American Century Companies, an estimated $24.5M added.
  • The largest AllianceBernstein seller in Q1 2024 was Crestwood Advisors Group, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2024.