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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$65.3M
2
Bank of America
Bank of America
North Carolina
$33.9M
3
Cerity Partners
Cerity Partners
New York
$10.3M
4
P2P
Phase 2 Partners
California
$7.17M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49M
2
PI
PEAK6 Investments
Illinois
$583K
3
UBS Group
UBS Group
Switzerland
$26.6M
4
Amundi
Amundi
France
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
226
Kistler-Tiffany Companies
Pennsylvania
$21.9K – – –
FFA
227
Fairfield Financial Advisors
Massachusetts
$20.9K +$395 +11 +2%
BWL
228
Bogart Wealth LLC
Virginia
$19.6K – – –
GGI
229
Godsey & Gibb Inc
Virginia
$18.3K -$32.9K -900 -64%
CWM
230
Compass Wealth Management
Connecticut
$18.3K – – –
CB
231
Community Bank
New York
$18.3K – – –
BWAM
232
Boyd Watterson Asset Management
Ohio
$17.5K – – –
AW
233
Avion Wealth
Texas
$17K – – –
CA
234
Clearstead Advisors
Ohio
$14.4K -$7.31K -200 -34%
PB
235
Pinnacle Bancorp
Nebraska
$14.1K – – –
PGAM
236
Princeton Global Asset Management
New Jersey
$12.9K +$256 +7 +2%
CG
237
Cutler Group
California
$12K +$12K +340 New
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K – – –
DAM
239
Delta Asset Management
Tennessee
$11.3K – – –
SSG
240
Summit Securities Group
New York
$11K -$7.41K -202 -40%
CTA
241
Colonial Trust Advisors
South Carolina
$11K – – –
HIA
242
Harbor Investment Advisory
Maryland
$9.14K +$9.14K +250 New
BWM
243
BerganKDV Wealth Management
Minnesota
$8.78K – – –
SHIM
244
Stone House Investment Management
Pennsylvania
$8.75K +$8.75K +239 New
TCM
245
TD Capital Management
Tennessee
$8.1K +$146 +4 +2%
CHA
246
Carmichael Hill & Associates
Maryland
$7.31K – – –
NHT
247
New Hampshire Trust
New Hampshire
$6.33K – – –
WTC
248
WhitTier Trust Company
Nevada
$5.81K – – –
RMC
249
Resources Management Corp
Connecticut
$5K -$645K -19,623 -99%
RA
250
Rise Advisors
New York
$4.38K +$73 +2 +2%
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