AllianceBernstein
200 hedge funds and large institutions have $461M invested in AllianceBernstein in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 56 reducing their positions, and 19 closing their positions.
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
4% more funds holding
Funds holding: 193 → 200 (+7)
0.81% less ownership
Funds ownership: 18.5% → 17.69% (-0.81%)
7% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 56
7% less capital invested
Capital invested by funds: $494M → $461M (-$33M)
25% less call options, than puts
Call options by funds: $10.3M | Put options by funds: $13.7M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$15.2M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$10M |
| 3 |
JP Morgan Chase
New York
|
+$9.3M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.98M |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$40.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.5M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$6.01M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.23M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.86M |
AB Hedge Fund Activity: Q3 2020 in Review
200 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2020, worth a combined $461M — down 6.7% from $494M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AB positions and 19 closed out — a net gain of 9 holders — while 52 added to existing stakes and 56 trimmed.
The largest buyer was UBS Group, adding an estimated $15.2M. The largest seller was Meiji Yasuda Life Insurance, cutting an estimated $40.4M.
- 200 institutional investors held AllianceBernstein (AB) as of Q3 2020, up from 193 in Q2 2020.
- Funds reported $461M of AllianceBernstein stock for Q3 2020, down 6.7% quarter-over-quarter.
- 28 funds opened new AllianceBernstein positions in Q3 2020 and 19 closed out, a net change of +9 holders.
- The largest AllianceBernstein buyer in Q3 2020 was UBS Group, an estimated $15.2M added.
- The largest AllianceBernstein seller in Q3 2020 was Meiji Yasuda Life Insurance, an estimated $40.4M sold.
Based on aggregated 13F filings for Q3 2020.