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AllianceBernstein
AB

Overview Fund Activity

261 hedge funds and large institutions have $837M invested in AllianceBernstein in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
78
Reduced
59
Closed
35
Calls
$22.9M
Puts
$22M
Net Calls
+$945K
Net Calls Change
+$17M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$355M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.5M
3
American Century Companies
3
American Century Companies
Missouri
$43M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Citigroup
5
Citigroup
New York
$15.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.97M
2
PI
2
PEAK6 Investments
Illinois
$4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.43K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
76
First Foundation Advisors
California
$740K +$5.95K +173 +0.8%
MWM
77
Mission Wealth Management
California
$722K – – –
Truist Financial
78
Truist Financial
North Carolina
$701K +$3.03K +88 +0.4%
RMC
79
Resources Management Corp
Connecticut
$680K – – –
DM
80
Delphi Management
Massachusetts
$675K +$675K +19,632 New
ASN
81
Advisory Services Network
Georgia
$649K +$22.8K +663 +4%
BWP
82
Baldwin Wealth Partners
Massachusetts
$602K – – –
MA
83
Mutual Advisors
Nebraska
$592K -$32.9K -957 -5%
SAG
84
SageView Advisory Group
California
$591K +$591K +17,194 New
Creative Planning
85
Creative Planning
Kansas
$579K +$28.6K +833 +5%
BIC
86
Beach Investment Counsel
Pennsylvania
$575K – – –
KS
87
Karpas Strategies
Connecticut
$575K +$8.63K +251 +2%
ICA
88
Infrastructure Capital Advisors
New York
$571K +$51.8K +1,508 +10%
NFG
89
Nadler Financial Group
Illinois
$558K +$34 +1 +0%
TI
90
TTP Investments
California
$545K +$239K +6,957 +78%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$528K -$68.7K -2,000 -12%
MCM
92
MAI Capital Management
Ohio
$525K +$525K +15,285 New
Jane Street
93
Jane Street
New York
$517K +$517K +15,052 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$517K +$517K +15,050 New
HA
95
Herold Advisors
New York
$513K – – –
VF
96
Virtu Financial
New York
$499K +$272K +7,913 +120%
BWFA
97
Baltimore-Washington Financial Advisors
Maryland
$491K -$152K -4,420 -24%
PPP
98
Private Portfolio Partners
New Jersey
$478K +$177K +5,160 +59%
SWA
99
Sax Wealth Advisors
New Jersey
$478K +$24.1K +700 +5%
CA
100
Cetera Advisors
Colorado
$474K -$82.5K -2,399 -15%
2 3
4
5 6