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AllianceBernstein
AB

Overview Fund Activity

238 hedge funds and large institutions have $522M invested in AllianceBernstein in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 57 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
-19
Holders Change %
-7.39%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
80
Reduced
57
Closed
37
Calls
$18.6M
Puts
$18.7M
Net Calls
-$19K
Net Calls Change
+$4.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$58.1M
2
Citadel Advisors
Citadel Advisors
Florida
$9.29M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.5M
4
N
Natixis
France
$10.2M
5
P2P
Phase 2 Partners
California
$11M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$18.7M
2
Cerity Partners
Cerity Partners
New York
$0
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$13M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$424K
5
SEI Investments
SEI Investments
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
251
Voya Financial Advisors
Connecticut
– -$248K -6,903 Closed
WANY
252
Wealthspire Advisors (New York)
New York
– -$249K -6,813 Closed
BWFA
253
Baltimore-Washington Financial Advisors
Maryland
– -$249K -6,809 Closed
SPC
254
Sigma Planning Corp
Michigan
– -$233K -6,382 Closed
SDWIA
255
Schwarz Dygos Wheeler Investment Advisors
Minnesota
– -$223K -6,095 Closed
ACP
256
Aviance Capital Partners
Florida
– -$221K -6,053 Closed
RGC
257
Roberts, Glore & Co
Illinois
– -$221K -6,050 Closed
BEAM
258
Baker Ellis Asset Management
Washington
– -$219K -6,000 Closed
ZAM
259
Zevin Asset Management
Massachusetts
– -$217K -5,930 Closed
EWA
260
EP Wealth Advisors
California
– -$214K -5,850 Closed
CCG
261
Coastwise Capital Group
California
– -$214K -5,849 Closed
FCH
262
Freestone Capital Holdings
Washington
– -$207K -5,667 Closed
CPRC
263
Consolidated Portfolio Review Corp
New York
– -$201K -5,486 Closed
AWM
264
Axxcess Wealth Management
California
– -$201K -5,485 Closed
SN
265
Sittner & Nelson
Oregon
– -$183K -5,000 Closed
ABLA
266
Alan B. Lancz & Associates
Ohio
– -$146K -4,000 Closed
SC
267
Sawyer & Company
Massachusetts
– -$48K -1,410 Closed
BAAM
268
Baker Avenue Asset Management
California
– -$36.6K -1,000 Closed
First Manhattan
269
First Manhattan
New York
– -$36.6K -1,000 Closed
SSG
270
Summit Securities Group
New York
– -$11K -300 Closed
Cerity Partners
271
Cerity Partners
New York
– -$10.3M -300 Closed
NHT
272
New Hampshire Trust
New Hampshire
– -$6.33K -173 Closed
RA
273
Rise Advisors
New York
– -$4.38K -120 Closed
AA
274
Addison Advisors
Vermont
– -$2.74K -75 Closed
TWA
275
TCI Wealth Advisors
Arizona
– -$147 -4 Closed
7 8 9 10
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