AllianceBernstein
294 hedge funds and large institutions have $960M invested in AllianceBernstein in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 46 reducing their positions, and 18 closing their positions.
419% more capital inflows, than outflows
Capital inflows: $168M | Capital outflows: $32.3M
222% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 18
130% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 46
124% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $5.75M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 261 → 294 (+33)
3.28% more ownership
Funds ownership: 19.48% → 22.76% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$21.4M |
| 2 |
Morgan Stanley
New York
|
+$18.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.1M |
| 4 |
JP Morgan Chase
New York
|
+$16.2M |
| 5 |
Basswood Capital Management
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Callodine Capital Management
Boston,
Massachusetts
|
-$10.2M |
| 2 |
Miller Howard Investments
Kingston,
New York
|
-$7.12M |
| 3 |
KMG Fiduciary Partners
Toledo,
Ohio
|
-$1.62M |
| 4 |
First Foundation Advisors
Irvine,
California
|
-$1.32M |
| 5 |
HRT Financial
New York
|
-$1.11M |
AB Hedge Fund Activity: Q4 2024 in Review
294 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2024, worth a combined $960M — up 20% from $797M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new AB positions and 18 closed out — a net gain of 40 holders — while 106 added to existing stakes and 46 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $21.4M. The largest seller was Callodine Capital Management, cutting an estimated $10.2M.
- 294 institutional investors held AllianceBernstein (AB) as of Q4 2024, up from 261 in Q3 2024.
- Funds reported $960M of AllianceBernstein stock for Q4 2024, up 20% quarter-over-quarter.
- 58 funds opened new AllianceBernstein positions in Q4 2024 and 18 closed out, a net change of +40 holders.
- The largest AllianceBernstein buyer in Q4 2024 was Goldman Sachs, an estimated $21.4M added.
- The largest AllianceBernstein seller in Q4 2024 was Callodine Capital Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2024.