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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
+$15.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.33M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.43M
4
N
Natixis
France
+$5.37M
5
P2P
Phase 2 Partners
California
+$4.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.1M
2
Cerity Partners
Cerity Partners
New York
-$10.3M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$2.55M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.86M
5
SEI Investments
SEI Investments
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$3.65M +$643 +20 +0%
GF
27
Gabelli Funds
New York
$3.49M – – –
IG
28
ING Group
Netherlands
$3.44M +$3.44M +107,000 New
EIP
29
Epoch Investment Partners
New York
$3.03M +$787K +24,456 +35%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.94M +$83K +2,580 +3%
CRC
31
Curi RMB Capital
Illinois
$2.9M +$551K +17,147 +23%
RJA
32
Raymond James & Associates
Florida
$2.76M +$98K +3,047 +4%
GI
33
GAMCO Investors
Connecticut
$2.43M -$77.2K -2,400 -3%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$2.39M -$6.34K -197 -0.3%
WJWM
35
Williams Jones Wealth Management
New York
$2.21M +$48.2K +1,500 +2%
NFC
36
Northeast Financial Consultants
Connecticut
$2.11M – – –
Lido Advisors
37
Lido Advisors
California
$1.89M -$321K -9,979 -14%
CAN
38
Cetera Advisor Networks
California
$1.89M +$203K +6,303 +12%
VCAM
39
Van Cleef Asset Management
Ohio
$1.88M – – –
Boston Partners
40
Boston Partners
Massachusetts
$1.87M -$123K -3,811 -6%
MAP
41
Moody Aldrich Partners
Massachusetts
$1.8M – – –
MC
42
Moors & Cabot
Massachusetts
$1.79M +$25.7K +800 +1%
Goldman Sachs
43
Goldman Sachs
New York
$1.75M +$37.1K +1,155 +2%
SEI Investments
44
SEI Investments
Pennsylvania
$1.74M -$1.48M -45,999 -46%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.59M +$1.59M +49,546 New
DMKJ
46
David M. Knott Jr
$1.59M – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.55M +$1.55M +48,077 New
FFA
48
First Foundation Advisors
California
$1.52M +$615K +19,108 +68%
ATC
49
Argent Trust Co
Tennessee
$1.49M +$70.3K +2,187 +5%
DEM
50
Disciplined Equity Management
Florida
$1.48M -$7.4K -230 -0.5%
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