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AllianceBernstein
AB

Overview Fund Activity

247 hedge funds and large institutions have $597M invested in AllianceBernstein in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 65 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+21
Holders Change %
+9.29%
% of All Funds
4.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
65
Reduced
64
Closed
25
Calls
$31.8M
Puts
$24.3M
Net Calls
+$7.42M
Net Calls Change
+$4.67M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$9.51M
2
N
2
Natixis
France
$5.95M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.92M
4
AIM
4
Artemis Investment Management
United Kingdom
$20.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.1M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$24.8M
4
UBS Group
4
UBS Group
Switzerland
$21.4M
5
RA
5
Royce & Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Clearstead Advisors
Ohio
$16K – – –
PFSC
227
Peoples Financial Services Corp
Pennsylvania
$16K – – –
LFG
228
Larson Financial Group
Missouri
$16K +$16K +400 New
PFGIA
229
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$10K +259 +254%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
DAM
231
Delta Asset Management
Tennessee
$12K – – –
IAIM
232
International Assets Investment Management
Florida
$12K – – –
SCA
233
Stonebridge Capital Advisors
Minnesota
$12K +$12K +300 New
PGAM
234
Princeton Global Asset Management
New Jersey
$12K +$12K +308 New
BWM
235
BerganKDV Wealth Management
Minnesota
$10K – – –
SFP
236
Sterling Financial Planning
New Jersey
$8K – – –
NFSG
237
Newbridge Financial Services Group
Florida
$6K – – –
PA
238
Parallel Advisors
California
$6K +$1.56K +39 +35%
WTC
239
WhitTier Trust Company
Nevada
$6K +$6K +159 New
RWM
240
RBA Wealth Management
California
$4.52K +$4.52K +113 New
SIS
241
Sound Income Strategies
Florida
$4.04K – – –
TRCT
242
Tower Research Capital (TRC)
New York
$4K +$4K +105 New
CG
243
Cutler Group
California
$3K -$8.84K -224 -75%
MAM
244
McCarthy Asset Management
California
$3K +$3K +80 New
VRM
245
Vectors Research Management
New York
$2K – – –
CMA
246
Cedar Mountain Advisors
Oregon
$2K – – –
APWM
247
Atlas Private Wealth Management
New York
$1K +$1K +33 New
RA
248
Royce & Associates
New York
– -$8.32M -246,432 Closed
Allianz Asset Management
249
Allianz Asset Management
Germany
– -$7.45M -220,515 Closed
PFMOSF
250
Philadelphia Financial Management of San Francisco
California
– -$5.54M -163,968 Closed
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