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AllianceBernstein
AB

Overview Fund Activity

226 hedge funds and large institutions have $563M invested in AllianceBernstein in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
65
Reduced
51
Closed
25
Calls
$20.4M
Puts
$17.7M
Net Calls
+$2.75M
Net Calls Change
+$6.15M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$5.54M
2
JAM
2
Jupiter Asset Management
United Kingdom
$5.18M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$32.7M
4
AU
4
Algebris (UK)
United Kingdom
$3.28M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.7M
3
FP
3
Foundry Partners
Minnesota
$9.67M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
101
Ziegler Capital Management
Illinois
$455K – – –
SDAM
102
Shulman DeMeo Asset Management
New York
$437K -$13.1K -389 -3%
CFS
103
Capital Financial Services
New York
$436K +$436K +12,900 New
JIC
104
Johnson Investment Counsel
Ohio
$435K +$139K +4,112 +47%
SLWA
105
San Luis Wealth Advisors
California
$432K +$432K +12,798 New
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$416K -$56.8K -1,681 -12%
GA
107
GoalVest Advisory
New York
$412K +$412K +12,211 New
CH
108
Canton Hathaway
Rhode Island
$405K – – –
FG
109
Fiduciary Group
Georgia
$403K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$392K -$75.5K -2,235 -16%
CWM
111
Centric Wealth Management
Illinois
$391K +$391K +11,580 New
BA
112
Birinyi Associates
Connecticut
$380K +$25.3K +750 +7%
APA
113
American Portfolios Advisors
New York
$372K +$164K +4,863 +79%
WS
114
Wedbush Securities
California
$365K +$53.2K +1,575 +17%
MIAN
115
Mariner Independent Advisor Network
Kansas
$350K +$34 +1 +0%
RIL
116
Rothschild Investment LLC
Illinois
$347K – – –
BMO
117
Beck Mack & Oliver
New York
$332K +$71.9K +2,127 +28%
SFS
118
Sowell Financial Services
Arkansas
$316K +$272K +8,076 +624%
American Century Companies
119
American Century Companies
Missouri
$305K +$305K +9,025 New
ONST
120
Old North State Trust
North Carolina
$271K +$148K +4,400 +121%
JWBC
121
J.W. Burns & Co
New York
$270K +$270K +8,000 New
VFA
122
Voya Financial Advisors
Connecticut
$267K +$1.43K +43 +0.5%
RWA
123
Redhawk Wealth Advisors
Minnesota
$267K +$5.68K +168 +2%
SA
124
Sicart Associates
New York
$265K -$23.6K -700 -8%
RGC
125
Roberts, Glore & Co
Illinois
$263K – – –
3 4
5
6 7