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AllianceBernstein
AB

Overview Fund Activity

277 hedge funds and large institutions have $465M invested in AllianceBernstein in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
89
Reduced
72
Closed
37
Calls
$35.9M
Puts
$39.4M
Net Calls
-$3.45M
Net Calls Change
-$7.1M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$8.43M
2
PI
PEAK6 Investments
Illinois
$5.83M
3
MHI
Miller Howard Investments
New York
$3.12M
4
AA
ALPS Advisors
Colorado
$2.47M
5
LPL Financial
LPL Financial
California
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.4M
2
Bank of America
Bank of America
North Carolina
$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.49M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
76
Oak Associates
Ohio
$965K – – –
SSWM
77
Sheets Smith Wealth Management
North Carolina
$957K -$1.25M -30,100 -57%
WWM
78
Western Wealth Management
Colorado
$941K +$208 +5 +0%
ATC
79
Argent Trust Co
Tennessee
$905K +$262K +6,314 +41%
FFA
80
First Foundation Advisors
California
$889K +$323K +7,752 +57%
MML Investors Services
81
MML Investors Services
Massachusetts
$882K +$18.5K +445 +2%
MWM
82
Mission Wealth Management
California
$873K – – –
RMC
83
Resources Management Corp
Connecticut
$826K – – –
Truist Financial
84
Truist Financial
North Carolina
$795K +$32.6K +784 +4%
MA
85
Mutual Advisors
Nebraska
$755K -$14.2K -342 -2%
BWP
86
Baldwin Wealth Partners
Massachusetts
$744K – – –
BA
87
Birinyi Associates
Connecticut
$732K -$8.32K -200 -1%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$718K -$18.8K -452 -3%
BIC
89
Beach Investment Counsel
Pennsylvania
$696K -$102K -2,450 -13%
JIC
90
Johnson Investment Counsel
Ohio
$689K -$23.4K -562 -3%
RIG
91
Roosevelt Investment Group
New York
$681K -$83.1K -2,000 -11%
NFG
92
Nadler Financial Group
Illinois
$675K – – –
KS
93
Karpas Strategies
Connecticut
$674K +$13.4K +323 +2%
ICA
94
Infrastructure Capital Advisors
New York
$649K +$191K +4,590 +42%
SFS
95
Sowell Financial Services
Arkansas
$636K +$49.1K +1,180 +8%
AAS
96
Ameritas Advisory Services
Nebraska
$624K +$314K +7,544 +101%
HA
97
Herold Advisors
New York
$620K – – –
BAM
98
Belpointe Asset Management
Nevada
$610K +$45.6K +1,097 +8%
ASN
99
Advisory Services Network
Georgia
$600K +$53.8K +1,294 +10%
MIAN
100
Mariner Independent Advisor Network
Kansas
$581K +$50.1K +1,200 +9%
2 3
4
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