AB icon

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 %
PB
251
Pinnacle Bancorp
Nebraska
$14K – – –
PGAM
252
Princeton Global Asset Management
New Jersey
$14K +$293 +7 +2%
KA
253
Kozak & Associates
Colorado
$11K +$510 +12 +5%
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$68.9K -1,646 -87%
BWM
255
BerganKDV Wealth Management
Minnesota
$10K – – –
VRM
256
Vectors Research Management
New York
$10K +$5.85K +134 +141%
HBW
257
Hazlett, Burt & Watson
West Virginia
$9K – – –
VNA
258
Valley National Advisers
Pennsylvania
$8K -$44.6K -1,087 -85%
WTC
259
WhitTier Trust Company
Nevada
$7K – – –
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.45K – – –
NOI
261
Newton One Investments
Delaware
$6K – – –
TSWM
262
Tyler-Stone Wealth Management
Ohio
$6K +$6K +140 New
SIS
263
Sound Income Strategies
Florida
$5K – – –
RA
264
Rise Advisors
New York
$5K +$132 +3 +3%
CS
265
Credit Suisse
Switzerland
$5K +$5K +125 New
GEA
266
Glen Eagle Advisors
New Jersey
$4.16K – – –
SSB
267
Sandy Spring Bank
Maryland
$4K – – –
CMA
268
Cedar Mountain Advisors
Oregon
$3K – – –
TRCT
269
Tower Research Capital (TRC)
New York
$3K +$3K +83 New
S
270
SignatureFD
Georgia
$2K – – –
WWP
271
WR Wealth Planners
Missouri
$1.58K – – –
ED
272
Exane Derivatives
France
$1.25K – – –
ONST
273
Old North State Trust
North Carolina
$334 – – –
BRWM
274
B. Riley Wealth Management
Tennessee
$315 +$60 +1,444 +24%
WSTAM
275
Wilbanks Smith & Thomas Asset Management
Virginia
– -$1.74M -43,238 Closed
9 10
11
12 13