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AllianceBernstein
AB

Overview Fund Activity

231 hedge funds and large institutions have $573M invested in AllianceBernstein in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
66
Reduced
67
Closed
25
Calls
$17.9M
Puts
$15.6M
Net Calls
+$2.31M
Net Calls Change
+$2.33M

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$85.5M
2
CAM
Cresset Asset Management
Illinois
+$17.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.62M
4
Nomura Holdings
Nomura Holdings
Japan
+$4.33M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.4M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$13M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.05M
3
UBS Group
UBS Group
Switzerland
-$3.76M
4
IG
ING Group
Netherlands
-$3.44M
5
Bank of America
Bank of America
North Carolina
-$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
226
EverSource Wealth Advisors
Alabama
$3.04K – – –
BWM
227
Baystate Wealth Management
Massachusetts
$1.52K +$1.52K +50 New
S
228
SignatureFD
Georgia
$1.31K – – –
DFA
229
DHJJ Financial Advisors
Illinois
$486 +$486 +16 New
BlackRock
230
BlackRock
New York
$182 – – –
AWM
231
Avior Wealth Management
Nebraska
$182 – – –
CIBC Private Wealth Group
232
CIBC Private Wealth Group
Georgia
– -$13M -404,837 Closed
Manulife (Manufacturers Life Insurance)
233
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7.05M -219,099 Closed
IG
234
ING Group
Netherlands
– -$3.44M -107,000 Closed
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
– -$1.59M -49,546 Closed
AA
236
ALPS Advisors
Colorado
– -$1.33M -41,396 Closed
JIC
237
Johnson Investment Counsel
Ohio
– -$918K -28,554 Closed
AWA
238
Arete Wealth Advisors
Illinois
– -$348K -10,833 Closed
VF
239
Virtu Financial
New York
– -$330K -10,274 Closed
JWBC
240
J.W. Burns & Co
New York
– -$297K -9,250 Closed
Wolverine Trading
241
Wolverine Trading
Illinois
– -$286K -9,079 Closed
EFMC
242
Empire Financial Management Company
New York
– -$289K -8,985 Closed
BCM
243
Brookstone Capital Management
Illinois
– -$234K -7,406 Closed
CWA
244
Clearview Wealth Advisors
Oregon
– -$108K -3,356 Closed
SOW
245
State of Wyoming
Wyoming
– -$102K -3,162 Closed
TRCT
246
Tower Research Capital (TRC)
New York
– -$64.8K -2,015 Closed
Barclays
247
Barclays
United Kingdom
– -$38K -1,186 Closed
CG
248
Cutler Group
California
– -$32K -1,010 Closed
MCM
249
MV Capital Management
Maryland
– -$32.2K -1,000 Closed
AWM
250
AllSquare Wealth Management
New York
– -$16.1K -463 Closed
7 8 9
10
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