AllianceBernstein
134 hedge funds and large institutions have $491M invested in AllianceBernstein in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
81% more call options, than puts
Call options by funds: $7.93M | Put options by funds: $4.38M
13% more funds holding
Funds holding: 119 → 134 (+15)
2.4% more ownership
Funds ownership: 26.81% → 29.21% (+2.4%)
2% more capital invested
Capital invested by funds: $480M → $491M (+$10.6M)
14% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
+$18.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.73M |
| 3 |
SIM
Sadoff Investment Management
Milwaukee,
Wisconsin
|
+$4.24M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.09M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.71M |
| 3 |
Renaissance Technologies
New York
|
-$5.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.89M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.47M |
AB Hedge Fund Activity: Q4 2013 in Review
134 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2013, worth a combined $491M — up 2.2% from $480M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new AB positions and 10 closed out — a net gain of 17 holders — while 38 added to existing stakes and 44 trimmed.
The largest buyer was Contrarius Investment Management, adding an estimated $18.1M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.
- 134 institutional investors held AllianceBernstein (AB) as of Q4 2013, up from 119 in Q3 2013.
- Funds reported $491M of AllianceBernstein stock for Q4 2013, up 2.2% quarter-over-quarter.
- 27 funds opened new AllianceBernstein positions in Q4 2013 and 10 closed out, a net change of +17 holders.
- The largest AllianceBernstein buyer in Q4 2013 was Contrarius Investment Management, an estimated $18.1M added.
- The largest AllianceBernstein seller in Q4 2013 was Fidelity Investments, an estimated $52.9M sold.
Based on aggregated 13F filings for Q4 2013.