Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLIANCEBERNSTEIN HLDG L P (AB)

273 + Investors. Track Smart Money conviction in AB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — AB

Based on 267 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
267 hedge funds hold AB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AB is almost the same as a year ago (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

110 buying102 selling
Last quarter: 110 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new AB position: 47 → 26 → 24 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 13% new
174 out of 267 hedge funds have held AB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

49 → 47 → 26 → 24 → 35 new funds/Q
New funds entering each quarter: 47 → 26 → 24 → 35. AB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 10% 1-2yr ■ 21% new
Of 273 current holders: 188 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
20 of 267 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: AB

How many hedge funds hold AB — quarterly history vs. share price
Quarterly hedge fund ownership of AB vs. share price

Market Analysis: AB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 1 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AB
2026 Q1 Stats Unlock in 20 days 273 + Investors

Track Smart Money conviction in AB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 273 265 3.02%
13F Shares 19M 14M 33.62%
Total Value $677M $532M 27.3%
New Positions 35 24 +11
Increased Positions 86 99 -13
Closed Positions 27 23 +4
Reduced Positions 80 66 +14
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: AB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

273 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AB. Verified SEC 13F-HR filings.

Top 25 institutional holders of AB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Parrish Capital LLC 1.70% 48,848 $1.9M
2 CHELSEA COUNSEL CO 1.57% 95,280 $3.7M
3 Disciplined Equity Management, Inc. 1.18% 62,813 $2.4M
4 MOODY ALDRICH PARTNERS LLC 0.93% 137,341 $5.1M
5 Nicholas Wealth, LLC. 0.72% 27,820 $1.0M
6 KW WEALTH MANAGEMENT LLC 0.51% 8,687 $334K
7 Mallini Complete Financial Planning LLC 0.30% 10,236 $383K
8 JBR Co Financial Management Inc 0.26% 16,401 $631K
9 VISION FINANCIAL MARKETS LLC 0.21% 5,700 $213K
10 Lewis Asset Management, LLC 0.20% 13,112 $491K
11 B. Riley Wealth Advisors, Inc. 0.17% 73,475 $2.7M
12 Tepp RIA, LLC 0.17% 5,750 $215K
13 Clare Market Investments LLC 0.16% 20,000 $749K
14 Merrion Investment Management Co, LLC 0.13% 6,500 $243K
15 DAVIDSON TRUST CO 0.11% 7,000 $262K
16 Shulman DeMeo Asset Management LLC 0.11% 13,454 $504K
17 Formidable Asset Management, LLC 0.11% 18,006 $693K
18 CACTI ASSET MANAGEMENT LLC 0.10% 44,850 $1.7M
19 Cadent Capital Advisors, LLC 0.10% 10,080 $377K
20 Canton Hathaway, LLC 0.10% 12,800 $479K
21 JEPPSON WEALTH MANAGEMENT, LLC 0.10% 8,103 $303K
22 HIGHLAND CAPITAL MANAGEMENT, LLC 0.08% 41,726 $1.6M
23 WEALTH EFFECTS LLC 0.07% 5,345 $200K
24 Quantum Private Wealth, LLC 0.07% 5,700 $213K
25 Opal Wealth Advisors, LLC 0.06% 7,111 $266K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ALLIANCEBERNSTEIN HLDG L P (AB)

What does the Smart Money Trend signal show for AB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AB?

Slight buying edge — 52% buying: Last quarter: 110 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AB holders?

Elite ownership — 58% AUM from top-100 funds: 20 of 267 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in AB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AB?

65% of holders stayed for 2+ years: 174 out of 267 hedge funds have held AB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.