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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
American Century Companies
1
American Century Companies
Missouri
$104M +$4.06M +118,890 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M +$5.26M +154,039 +6%
JP Morgan Chase
3
JP Morgan Chase
New York
$85.6M +$9.08M +265,844 +12%
Morgan Stanley
4
Morgan Stanley
New York
$74.3M -$9.43M -276,019 -11%
Jennison Associates
5
Jennison Associates
New York
$30.6M +$3.27M +95,847 +12%
Bank of America
6
Bank of America
North Carolina
$29.3M +$947K +27,706 +3%
Citigroup
7
Citigroup
New York
$22.5M +$8.2M +239,941 +59%
UBS Group
8
UBS Group
Switzerland
$21.9M -$2.06M -60,231 -9%
N
9
Natixis
France
$19.8M +$4.02M +117,600 +26%
CAM
10
Cresset Asset Management
Illinois
$17.9M -$240K -7,029 -1%
DMKJ
11
David M. Knott Jr
$16.7M -$34.2K -1,000 -2%
CCM
12
Callodine Capital Management
Massachusetts
$16M +$3.75M +109,782 +31%
Wells Fargo
13
Wells Fargo
California
$15.7M +$876K +25,650 +6%
Franklin Resources
14
Franklin Resources
California
$14.9M +$68.3K +2,000 +0.5%
LPL Financial
15
LPL Financial
California
$12.4M +$524K +15,323 +5%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M +$1.95M +57,173 +21%
CAG
17
Crestwood Advisors Group
Massachusetts
$9.8M +$8.74M +255,868 +1,020%
HIP
18
HUB Investment Partners
Texas
$7.83M -$12.6K -369 -0.2%
NWM
19
Nicola Wealth Management
British Columbia, Canada
$7.31M +$1.64M +48,000 +45%
Stifel Financial
20
Stifel Financial
Missouri
$7.26M +$178K +5,196 +3%
MHI
21
Miller Howard Investments
New York
$7.12M
Osaic Holdings
22
Osaic Holdings
Arizona
$6.91M -$197K -5,752 -3%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$6.03M -$161K -4,723 -3%
EIP
24
Epoch Investment Partners
New York
$5.98M +$64.2K +1,879 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$5.31M +$402K +11,769 +8%

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.