AllianceBernstein
187 hedge funds and large institutions have $475M invested in AllianceBernstein in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more call options, than puts
Call options by funds: $7.28M | Put options by funds: $6.33M
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
1.02% less ownership
Funds ownership: 19.07% → 18.05% (-1%)
4% less funds holding
Funds holding: 194 → 187 (-7)
11% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 28
17% less capital invested
Capital invested by funds: $570M → $475M (-$94.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$6.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.53M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.41M |
| 4 |
Goldman Sachs
New York
|
+$1.99M |
| 5 |
FIM
Foresters Investment Management
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$13.2M |
| 2 |
Morgan Stanley
New York
|
-$13.1M |
| 3 |
JP Morgan Chase
New York
|
-$4.54M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$4.09M |
| 5 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$3.65M |
AB Hedge Fund Activity: Q4 2018 in Review
187 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2018, worth a combined $475M — down 17% from $570M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of AB and 25 opened new positions — a net loss of 3 holders — while 49 trimmed existing stakes and 51 added.
The largest buyer was Miller Howard Investments, opening a new position worth an estimated $6.55M. The largest seller was American Century Companies, cutting an estimated $13.2M.
- 187 institutional investors held AllianceBernstein (AB) as of Q4 2018, down from 194 in Q3 2018.
- Funds reported $475M of AllianceBernstein stock for Q4 2018, down 17% quarter-over-quarter.
- 25 funds opened new AllianceBernstein positions in Q4 2018 and 28 closed out, a net change of -3 holders.
- The largest AllianceBernstein buyer in Q4 2018 was Miller Howard Investments, an estimated $6.55M added.
- The largest AllianceBernstein seller in Q4 2018 was American Century Companies, an estimated $13.2M sold.
Based on aggregated 13F filings for Q4 2018.