AllianceBernstein
227 hedge funds and large institutions have $563M invested in AllianceBernstein in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 25 closing their positions.
116% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 25
27% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 51
22% more capital invested
Capital invested by funds: $461M → $563M (+$102M)
16% more call options, than puts
Call options by funds: $20.4M | Put options by funds: $17.7M
14% more funds holding
Funds holding: 200 → 227 (+27)
0.25% less ownership
Funds ownership: 17.69% → 17.44% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$5.18M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$4.86M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$3.23M |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
+$3.07M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.7M |
| 2 |
JP Morgan Chase
New York
|
-$6.96M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.81M |
| 5 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$3.86M |
AB Hedge Fund Activity: Q4 2020 in Review
227 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2020, worth a combined $563M — up 22% from $461M a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AB positions and 25 closed out — a net gain of 29 holders — while 65 added to existing stakes and 51 trimmed.
The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $5.18M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.
- 227 institutional investors held AllianceBernstein (AB) as of Q4 2020, up from 200 in Q3 2020.
- Funds reported $563M of AllianceBernstein stock for Q4 2020, up 22% quarter-over-quarter.
- 54 funds opened new AllianceBernstein positions in Q4 2020 and 25 closed out, a net change of +29 holders.
- The largest AllianceBernstein buyer in Q4 2020 was Philadelphia Financial Management of San Francisco, an estimated $5.18M added.
- The largest AllianceBernstein seller in Q4 2020 was Morgan Stanley, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2020.