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AllianceBernstein
AB

Overview Fund Activity

296 hedge funds and large institutions have $632M invested in AllianceBernstein in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+22
Holders Change %
+8.03%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
90
Reduced
63
Closed
20
Calls
$12.7M
Puts
$22.5M
Net Calls
-$9.76M
Net Calls Change
-$17.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$21.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.89M
5
Deutsche Bank
5
Deutsche Bank
Germany
$11.4M

Top Sellers

1
Amundi
1
Amundi
France
$4.23M
2
AIM
2
Artemis Investment Management
United Kingdom
$8.99M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.9M
4
Wells Fargo
4
Wells Fargo
California
$23.6M
5
MHI
5
Miller Howard Investments
New York
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
101
Herold Advisors
New York
$722K – – –
BWP
102
Baldwin Wealth Partners
Massachusetts
$679K – – –
FFA
103
First Foundation Advisors
California
$667K -$4.35K -89 -0.6%
SIMG
104
Sonora Investment Management Group
Arizona
$665K +$665K +13,607 New
US Bancorp
105
US Bancorp
Minnesota
$659K -$17.1K -350 -3%
ZCM
106
Ziegler Capital Management
Illinois
$658K – – –
RWA
107
Redmont Wealth Advisors
Illinois
$656K +$656K +13,425 New
BAM
108
Belpointe Asset Management
Nevada
$648K -$131K -2,690 -17%
SWA
109
Sax Wealth Advisors
New Jersey
$647K +$15.9K +325 +3%
Creative Planning
110
Creative Planning
Kansas
$642K +$136K +2,784 +27%
SDAM
111
Shulman DeMeo Asset Management
New York
$589K +$589K +12,070 New
CH
112
Canton Hathaway
Rhode Island
$586K – – –
WS
113
Wedbush Securities
California
$580K -$54.3K -1,111 -9%
WWM
114
Western Wealth Management
Colorado
$554K +$554K +11,288 New
FHA
115
Flagship Harbor Advisors
Massachusetts
$546K +$11K +225 +2%
MIAN
116
Mariner Independent Advisor Network
Kansas
$542K -$82.9K -1,700 -13%
DM
117
Delphi Management
Massachusetts
$518K -$12.2K -250 -2%
RIL
118
Rothschild Investment LLC
Illinois
$515K +$20.3K +416 +4%
APA
119
American Portfolios Advisors
New York
$515K +$3.42K +70 +0.7%
FG
120
Fiduciary Group
Georgia
$509K – – –
Mariner
121
Mariner
Kansas
$509K +$16.4K +336 +3%
AAS
122
Avantax Advisory Services
Texas
$491K -$309K -6,329 -39%
AP
123
Americana Partners
Texas
$488K -$4.24K -87 -0.9%
MIM
124
Merrion Investment Management
New Jersey
$488K – – –
HPM
125
Hudson Portfolio Management
New York
$485K -$87.7K -1,800 -15%
3 4
5
6 7