Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ALLIANCEBERNSTEIN HLDG L P (AB)

280 + 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
↑ +2
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — AB

Based on 280 hedge funds · latest filing: 2026 Q1 · 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
280 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold AB compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

135 buying95 selling
Last quarter: 135 funds bought or added vs 95 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 26 → 38 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
174 out of 280 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.
📈

Growing discovery — still being found

50 → 29 → 26 → 38 → 35 new funds/Q
New funds entering each quarter: 29 → 26 → 38 → 35. A growing number of institutions are discovering AB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 22% new
Of 288 current holders: 187 (65%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
27 of 280 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — AB

In 2026 Q1, 135 hedge funds were net buyers of AB (35 opened a new position, 100 added to an existing one), while 95 reduced or exited (62 trimmed, 33 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in AB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 280.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ALLIANCEBERNSTEIN HLDG L P (AB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
AB
+2.9%
XLF
+4.6%

AB outperformed XLF by -1.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
AB
-0.9%
XLF
+1.1%

Since the filing became public, AB outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AB
280 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 280 278 0.72%
13F Shares 13M 19M -29.79%
Total Value $484M $679M -28.68%
New Positions 35 38 -3
Increased Positions 99 74 +25
Closed Positions 33 28 +5
Reduced Positions 60 76 -16
Total Calls 5 3 66.67%
Total Puts 5 2 150.0%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: AB

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Institutional Holders (2026 Q1)

280 + investors

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

QUARTER:
Top 25 institutional holders of AB — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Four Tree Island Advisory LLC 3.92% 207,571 $7.8M
2 Parrish Capital LLC 1.70% 48,848 $1.9M
3 CHELSEA COUNSEL CO 1.57% 95,280 $3.7M
4 Disciplined Equity Management, Inc. 1.18% 62,813 $2.4M
5 Knott David M Jr 1.07% 48,000 $1.8M
6 MOODY ALDRICH PARTNERS LLC 0.93% 137,341 $5.1M
7 Nicholas Wealth, LLC. 0.72% 27,820 $1.0M
8 RHODES INVESTMENT ADVISORS INC /ADV 0.58% 18,525 $713K
9 Lifetime Wealth Management P.C. 0.56% 26,450 $990K
10 KW WEALTH MANAGEMENT LLC 0.51% 8,687 $334K
11 Aristides Capital LLC 0.40% 48,806 $1.8M
12 VIRTUS ADVISERS, LLC 0.38% 21,788 $816K
13 Fund Advisors of America Inc/FL 0.38% 9,903 $371K
14 10Elms LLP 0.37% 15,460 $579K
15 NORTHLAND SECURITIES, INC. 0.36% 10,000 $374K
16 Advisory Advocates, LLC 0.32% 8,450 $325K
17 Alessandra Capital Management, LLC 0.31% 9,175 $353K
18 Mallini Complete Financial Planning LLC 0.30% 10,236 $383K
19 Hudson Portfolio Management LLC 0.30% 9,450 $354K
20 JBR Co Financial Management Inc 0.26% 16,401 $631K
21 Stirlingshire Investments, Inc. 0.26% 7,900 $296K
22 VISION FINANCIAL MARKETS LLC 0.21% 5,700 $213K
23 Lewis Asset Management, LLC 0.20% 13,112 $491K
24 Future Fund LLC 0.19% 14,439 $541K
25 B. Riley Wealth Advisors, Inc. 0.17% 73,475 $2.7M
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 — 59% buying: Last quarter: 135 funds bought or added vs 95 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 — 52% AUM from top-100 funds: 27 of 280 holders are among the 100 largest funds by AUM, controlling 52% 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?

62% of holders stayed for 2+ years: 174 out of 280 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.

Is it too late to buy ALLIANCEBERNSTEIN HLDG L P (AB) following the 2026 Q1 hedge fund 13F filings?

As of today, AB has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), AB has gained +2.9% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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