Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alliancebernstein Hldg L P (AB)

287 + 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
↑ +7
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — AB

Based on 290 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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 (100% of max)

100% of all-time peak
290 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.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

135 buying101 selling
Last quarter: 135 funds bought or added vs 101 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 — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 38 → 36 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
185 out of 290 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

30 → 26 → 38 → 36 → 37 new funds/Q
New funds entering each quarter: 26 → 38 → 36 → 37. A growing number of institutions are discovering AB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 296 holders: 199 (67%) are 2+ year veterans, 36 entered 1–2 years ago, and 61 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
29 of 287 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 135 hedge funds were net buyers of AB (37 opened a new position, 98 added to an existing one), while 101 reduced or exited (71 trimmed, 30 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in AB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 290.

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

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

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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
1.4
/ 10
conviction
Hedge Fund Positioning: AB
287 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 287 283 1.41%
13F Shares 13M 13M -0.92%
Total Value $443M $485M -8.78%
New Positions 37 36 +1
Increased Positions 94 100 -6
Closed Positions 30 32 -2
Reduced Positions 71 60 +11
Total Calls 5 5 -
Total Puts 4 5 -20.0%
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: AB

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Institutional Holders (2026 Q2)

287 + 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 AB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Four Tree Island Advisory LLC 2.41% 207,571 $7.3M
2 Chelsea Counsel Co 1.42% 95,180 $3.4M
3 Disciplined Equity Management, Inc. 1.00% 64,283 $2.3M
4 Sharpepoint LLC 0.92% 52,385 $1.8M
5 Knott David M Jr 0.89% 48,000 $1.7M
6 Moody Aldrich Partners LLC 0.87% 137,341 $4.8M
7 Nicholas Wealth, LLC. 0.55% 28,389 $1000K
8 Lifetime Wealth Management P.C. 0.54% 26,050 $917K
9 Aristides Capital LLC 0.36% 52,746 $1.9M
10 Rhodes Investment Advisors Inc /Adv 0.33% 12,900 $454K
11 Fund Advisors of America Inc/FL 0.32% 10,128 $357K
12 Wealth Preservation Advisors, LLC 0.30% 15,061 $530K
13 Mallini Complete Financial Planning LLC 0.26% 10,357 $365K
14 Virtus Advisers, LLC 0.25% 18,661 $657K
15 Hudson Portfolio Management LLC 0.25% 9,450 $333K
16 Alessandra Capital Management, LLC 0.25% 10,075 $355K
17 Advisory Advocates, LLC 0.24% 7,950 $280K
18 10Elms LLP 0.23% 15,553 $548K
19 JBR Co Financial Management Inc 0.22% 17,308 $610K
20 Stirlingshire Investments, Inc. 0.22% 8,401 $296K
21 Northland Securities, INC. 0.21% 10,000 $352K
22 Clare Market Investments LLC 0.20% 31,250 $1.1M
23 Vision Financial Markets LLC 0.18% 5,700 $204K
24 B. Riley Wealth Advisors, Inc. 0.14% 75,577 $2.7M
25 Blue Fin Capital, Inc. 0.14% 26,718 $941K
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 — 3 quarters in a row: For 3 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 — 57% buying: Last quarter: 135 funds bought or added vs 101 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 — 47% AUM from top-100 funds: 29 of 287 holders are among the 100 largest funds by AUM, controlling 47% 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?

64% of holders stayed for 2+ years: 185 out of 290 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.

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