AllianceBernstein
181 hedge funds and large institutions have $359M invested in AllianceBernstein in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 63 reducing their positions, and 57 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.59% less ownership
Funds ownership: 20.29% → 19.7% (-0.59%)
18% less funds holding
Funds holding: 220 → 181 (-39)
39% less capital invested
Capital invested by funds: $590M → $359M (-$230M)
41% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 63
53% less call options, than puts
Call options by funds: $4.04M | Put options by funds: $8.61M
63% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.4M |
| 2 |
Morgan Stanley
New York
|
+$9.86M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$8.96M |
| 4 |
BIM
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
+$3.29M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.3M |
| 2 |
JP Morgan Chase
New York
|
-$15.2M |
| 3 |
Barclays
London,
United Kingdom
|
-$15.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$11.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$11.6M |
AB Hedge Fund Activity: Q1 2020 in Review
181 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2020, worth a combined $359M — down 39% from $590M a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of AB and 21 opened new positions — a net loss of 36 holders — while 63 trimmed existing stakes and 37 added.
The largest buyer was Fidelity Investments, adding an estimated $84.4M. The largest seller was Arrowstreet Capital, cutting an estimated $16.3M.
- 181 institutional investors held AllianceBernstein (AB) as of Q1 2020, down from 220 in Q4 2019.
- Funds reported $359M of AllianceBernstein stock for Q1 2020, down 39% quarter-over-quarter.
- 21 funds opened new AllianceBernstein positions in Q1 2020 and 57 closed out, a net change of -36 holders.
- The largest AllianceBernstein buyer in Q1 2020 was Fidelity Investments, an estimated $84.4M added.
- The largest AllianceBernstein seller in Q1 2020 was Arrowstreet Capital, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2020.