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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$65.3M
2
Bank of America
2
Bank of America
North Carolina
$33.9M
3
Cerity Partners
3
Cerity Partners
New York
$10.3M
4
P2P
4
Phase 2 Partners
California
$7.17M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$49M
2
PI
2
PEAK6 Investments
Illinois
$583K
3
UBS Group
3
UBS Group
Switzerland
$26.6M
4
Amundi
4
Amundi
France
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBL
76
Beck Bode LLC
Massachusetts
$827K +$827K +22,614 New
AWS
77
Atria Wealth Solutions
New York
$822K -$8.15K -223 -1%
Corient Private Wealth
78
Corient Private Wealth
Florida
$713K +$163K +4,450 +30%
AAS
79
Ameritas Advisory Services
Nebraska
$710K -$165K -4,627 -19%
VFA
80
Valeo Financial Advisors
Indiana
$677K +$677K +18,514 New
BWP
81
Baldwin Wealth Partners
Massachusetts
$641K – – –
MA
82
Mutual Advisors
Nebraska
$631K +$2.01K +55 +0.3%
KS
83
Karpas Strategies
Connecticut
$623K +$11.9K +326 +2%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$612K +$50.3K +1,375 +9%
Creative Planning
85
Creative Planning
Kansas
$587K -$28.6K -783 -5%
PI
86
PEAK6 Investments
Illinois
$583K -$3.67M -100,489 -86%
TI
87
TTP Investments
California
$582K +$2.3K +63 +0.4%
MCM
88
MAI Capital Management
Ohio
$580K +$21.1K +578 +4%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$554K +$86.7K +2,372 +19%
HA
90
Herold Advisors
New York
$545K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$532K +$532K +14,558 New
BAM
92
Belpointe Asset Management
Nevada
$531K +$363K +15,630 +217%
BIC
93
Beach Investment Counsel
Pennsylvania
$513K -$99.3K -2,715 -16%
SWA
94
Sax Wealth Advisors
New Jersey
$508K – – –
NFG
95
Nadler Financial Group
Illinois
$506K -$87.7K -2,400 -15%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$497K +$3.4K +93 +0.7%
Walleye Trading
97
Walleye Trading
New York
$496K -$1.48M -40,523 -75%
ZCM
98
Ziegler Capital Management
Illinois
$492K – – –
JC
99
JB Capital
Connecticut
$481K +$34.7K +948 +8%
SWP
100
Stratos Wealth Partners
Ohio
$478K -$20.9K -572 -4%
2 3
4
5 6