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AllianceBernstein
AB

Overview Fund Activity

291 hedge funds and large institutions have $556M invested in AllianceBernstein in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-5
Holders Change %
-1.69%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
92
Reduced
79
Closed
29
Calls
$29M
Puts
$25.4M
Net Calls
+$3.65M
Net Calls Change
+$13.4M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.25M
3
GIM
Greenwich Investment Management
Connecticut
$3.9M
4
LPL Financial
LPL Financial
California
$11.7M
5
BIC
Beach Investment Counsel
Pennsylvania
$902K

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
FP
Foundry Partners
Minnesota
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.3M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$221K
5
UBS Group
UBS Group
Switzerland
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
76
Oak Associates
Ohio
$1.09M – – –
GCP
77
GSA Capital Partners
United Kingdom
$1.08M -$123K -2,618 -10%
BMO
78
Beck Mack & Oliver
New York
$1.07M +$11.7K +249 +1%
WWM
79
Western Wealth Management
Colorado
$1.06M +$531K +11,296 +100%
MWM
80
Mission Wealth Management
California
$987K -$940 -20 -0.1%
MML Investors Services
81
MML Investors Services
Massachusetts
$977K -$198K -4,207 -17%
TSW
82
Thompson Siegel & Walmsley
Virginia
$940K -$705K -15,000 -43%
RMC
83
Resources Management Corp
Connecticut
$935K -$4.7K -100 -0.5%
AWS
84
Atria Wealth Solutions
New York
$911K +$911K +19,375 New
BIC
85
Beach Investment Counsel
Pennsylvania
$902K +$902K +19,190 New
MA
86
Mutual Advisors
Nebraska
$870K +$33.8K +718 +4%
RIG
87
Roosevelt Investment Group
New York
$864K +$94K +2,000 +12%
Truist Financial
88
Truist Financial
North Carolina
$862K +$125K +2,663 +17%
BWP
89
Baldwin Wealth Partners
Massachusetts
$842K +$188K +4,000 +29%
BA
90
Birinyi Associates
Connecticut
$837K -$54.1K -1,150 -6%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$833K -$16.2K -344 -2%
JIC
92
Johnson Investment Counsel
Ohio
$806K – – –
Creative Planning
93
Creative Planning
Kansas
$787K +$169K +3,596 +27%
NFG
94
Nadler Financial Group
Illinois
$764K +$764K +16,239 New
GAM
95
Guinness Asset Management
United Kingdom
$748K -$131K -2,789 -15%
KS
96
Karpas Strategies
Connecticut
$747K +$19.7K +419 +3%
ATC
97
Argent Trust Co
Tennessee
$727K +$398K +8,466 +121%
HA
98
Herold Advisors
New York
$702K +$5.64K +120 +0.8%
SIMG
99
Sonora Investment Management Group
Arizona
$651K +$10.1K +215 +2%
SWA
100
Sax Wealth Advisors
New Jersey
$642K +$18.8K +400 +3%
2 3
4
5 6