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AllianceBernstein
AB

Overview Fund Activity

277 hedge funds and large institutions have $465M invested in AllianceBernstein in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
89
Reduced
72
Closed
37
Calls
$35.9M
Puts
$39.4M
Net Calls
-$3.45M
Net Calls Change
-$7.1M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$8.43M
2
PI
PEAK6 Investments
Illinois
+$4.04M
3
MHI
Miller Howard Investments
New York
+$3.12M
4
AA
ALPS Advisors
Colorado
+$2.47M
5
LPL Financial
LPL Financial
California
+$1.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.02M
2
Bank of America
Bank of America
North Carolina
-$5.75M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.46M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.53M
5
UBS Group
UBS Group
Switzerland
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$42K +$42K +1,000 New
VVP
227
Venture Visionary Partners
Ohio
$39.5K +$39.5K +950 New
FFA
228
Fairfield Financial Advisors
Massachusetts
$39.5K +$790 +19 +2%
GIA
229
GHP Investment Advisors
Colorado
$38K +$757 +18 +2%
FHA
230
First Horizon Advisors
Tennessee
$38K +$786 +19 +2%
AF
231
Allworth Financial
California
$33K – – –
1IA
232
1834 Investment Advisors
Wisconsin
$33K +$33K +800 New
TC
233
Truvestments Capital
Florida
$31K +$31K +735 New
OLVIG
234
Oliver Lagore Vanvalin Investment Group
Michigan
$31K +$31K +750 New
ADL
235
Asset Dedication LLC
California
$29K – – –
PA
236
PSI Advisors
Florida
$29K – – –
WPWM
237
Western Pacific Wealth Management
Illinois
$29K – – –
CA
238
CoreCap Advisors
Michigan
$29K +$29K +702 New
GA
239
GoalVest Advisory
New York
$28K -$501K -11,783 -95%
AWM
240
AllSquare Wealth Management
New York
$28K – – –
ST
241
Smithfield Trust
Pennsylvania
$25K – – –
KTC
242
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
AA
243
AlphaMark Advisors
Kentucky
$21K – – –
BWL
244
Bogart Wealth LLC
Virginia
$21K +$21K +500 New
AW
245
Avion Wealth
Texas
$21K +$21K +500 New
PFS
246
Prospera Financial Services
Texas
$20K -$20.5K -500 -51%
SSG
247
Summit Securities Group
New York
$17K -$46.8K -1,100 -73%
PFSC
248
Peoples Financial Services Corp
Pennsylvania
$17K – – –
NFSG
249
Newbridge Financial Services Group
Florida
$17K +$17K +400 New
CA
250
Clearstead Advisors
Ohio
$16K – – –
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10
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