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AllianceBernstein
AB

Overview Fund Activity

266 hedge funds and large institutions have $404M invested in AllianceBernstein in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 60 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-11
Holders Change %
-3.97%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
87
Reduced
60
Closed
43
Calls
$26M
Puts
$42M
Net Calls
-$16M
Net Calls Change
-$12.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.8M
2
PI
PEAK6 Investments
Illinois
$11.9M
3
Morgan Stanley
Morgan Stanley
New York
$32.9M
4
Citigroup
Citigroup
New York
$7.12M
5
UBS Group
UBS Group
Switzerland
$17.3M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$0
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$46.3M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
76
Birinyi Associates
Connecticut
$757K +$140K +4,000 +23%
FFA
77
First Foundation Advisors
California
$749K – – –
MWM
78
Mission Wealth Management
California
$736K – – –
SSWM
79
Sheets Smith Wealth Management
North Carolina
$735K -$72.2K -2,058 -9%
Truist Financial
80
Truist Financial
North Carolina
$712K +$41.2K +1,174 +6%
RMC
81
Resources Management Corp
Connecticut
$693K -$3.5K -100 -0.5%
VFA
82
Valeo Financial Advisors
Indiana
$660K +$660K +18,814 New
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$656K +$182K +5,200 +38%
ASN
84
Advisory Services Network
Georgia
$639K +$134K +3,812 +26%
MA
85
Mutual Advisors
Nebraska
$637K +$316 +9 +0%
BWP
86
Baldwin Wealth Partners
Massachusetts
$614K -$13.1K -375 -2%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$609K +$3.68K +105 +0.6%
AAS
88
Ameritas Advisory Services
Nebraska
$602K +$76.1K +2,171 +14%
BIC
89
Beach Investment Counsel
Pennsylvania
$587K – – –
KS
90
Karpas Strategies
Connecticut
$578K +$8.95K +255 +2%
BAM
91
Belpointe Asset Management
Nevada
$570K +$54.7K +1,560 +11%
NFG
92
Nadler Financial Group
Illinois
$569K – – –
CA
93
Cetera Advisors
Colorado
$568K -$532K -15,163 -48%
Creative Planning
94
Creative Planning
Kansas
$562K -$337K -9,596 -37%
SWP
95
Stratos Wealth Partners
Ohio
$561K -$398K -11,350 -42%
SIMG
96
Sonora Investment Management Group
Arizona
$555K – – –
VIA
97
Virtus Investment Advisers
Connecticut
$539K +$539K +15,364 New
ICA
98
Infrastructure Capital Advisors
New York
$530K -$17.3K -492 -3%
HA
99
Herold Advisors
New York
$523K – – –
RIG
100
Roosevelt Investment Group
New York
$500K -$74.9K -2,135 -13%
2 3
4
5 6