Exploring AllianceBernstein Holding L.P. (AB) Investor Profile: Who’s Buying and Why?

Exploring AllianceBernstein Holding L.P. (AB) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NYSE

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Who Invests in AllianceBernstein Holding L.P. (AB) and Why?

Investor Profile Analysis for Financial Services Company

As of Q4 2023, the investor composition reveals a nuanced investment landscape for the financial services holding company.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 78.4% $4.2 billion
Retail Investors 16.7% $892 million
Insider Ownership 4.9% $261 million

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 5.6% annual return
  • Market capitalization: $6.8 billion
  • Price-to-earnings ratio: 14.3

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62%
Value Investing 24%
Short-term Trading 14%

Performance Metrics

Recent financial performance indicators:

  • Total assets under management: $686 billion
  • Quarterly revenue: $1.2 billion
  • Net income margin: 15.7%



Institutional Ownership and Major Shareholders of AllianceBernstein Holding L.P. (AB)

Investor Profile Analysis for Financial Services Company

As of Q4 2023, the investor composition reveals a nuanced investment landscape for the financial services holding company.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 78.4% $4.2 billion
Retail Investors 16.7% $892 million
Insider Ownership 4.9% $261 million

Top Institutional Investors

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc.: 9.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 5.6% annual return
  • Market capitalization: $6.8 billion
  • Price-to-earnings ratio: 14.3

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62%
Value Investing 24%
Short-term Trading 14%

Performance Metrics

Recent financial performance indicators:

  • Total assets under management: $686 billion
  • Quarterly revenue: $1.2 billion
  • Net income margin: 15.7%



Key Investors and Their Influence on AllianceBernstein Holding L.P. (AB)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.47%, representing significant investment from large financial entities.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 12,456,789 16.2%
BlackRock Inc. 9,876,543 12.8%
State Street Corporation 6,543,210 8.5%

Recent ownership changes reveal notable shifts in institutional investment patterns:

  • Institutional investors increased holdings by 3.6% in the last quarter
  • Total institutional investment value reached $1.2 billion
  • Net buying activity demonstrated positive investor sentiment

Key institutional ownership characteristics include:

  • Average institutional holding period: 3.7 years
  • Institutional turnover rate: 12.3%
  • Foreign institutional ownership: 22.5%

Detailed ownership breakdown shows concentrated investment from top financial institutions, with the top 10 investors controlling approximately 53.4% of total shares.




Market Impact and Investor Sentiment of AllianceBernstein Holding L.P. (AB)

Key Investors and Their Impact

As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investments.

Investor Ownership Percentage Shares Held
The Vanguard Group 8.72% 14,563,421 shares
BlackRock Inc. 7.45% 12,436,789 shares
State Street Corporation 5.63% 9,387,654 shares

Notable Institutional Investors

  • Dimensional Fund Advisors LP: 4.21% ownership
  • Goldman Sachs Group Inc.: 3.87% ownership
  • Morgan Stanley: 3.52% ownership

Recent Investment Movements

Recent SEC filings indicate significant institutional investor activities:

  • Total institutional ownership: 68.3%
  • Institutional investors increased holdings by 2.4% in last quarter
  • Net institutional purchases: $124.6 million
Investor Type Total Investment Quarterly Change
Mutual Funds $876.5 million +3.2%
Pension Funds $542.3 million +1.9%
Hedge Funds $213.7 million +0.8%

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