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AllianceBernstein
AB

Overview Fund Activity

277 hedge funds and large institutions have $465M invested in AllianceBernstein in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
89
Reduced
72
Closed
37
Calls
$35.9M
Puts
$39.4M
Net Calls
-$3.45M
Net Calls Change
-$7.1M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$8.43M
2
PI
PEAK6 Investments
Illinois
$5.83M
3
MHI
Miller Howard Investments
New York
$3.12M
4
AA
ALPS Advisors
Colorado
$2.47M
5
LPL Financial
LPL Financial
California
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.4M
2
Bank of America
Bank of America
North Carolina
$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.49M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
Sax Wealth Advisors
New Jersey
$578K +$10.4K +250 +2%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$565K +$8.36K +201 +2%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$561K +$561K +13,514 New
ZCM
104
Ziegler Capital Management
Illinois
$560K – – –
RWA
105
Redmont Wealth Advisors
Illinois
$558K – – –
SIMG
106
Sonora Investment Management Group
Arizona
$555K -$19.8K -475 -3%
GAM
107
Guinness Asset Management
United Kingdom
$534K -$127K -3,053 -19%
WS
108
Wedbush Securities
California
$529K +$8.57K +206 +2%
US Bancorp
109
US Bancorp
Minnesota
$517K -$45K -1,081 -8%
SDAM
110
Shulman DeMeo Asset Management
New York
$515K +$5.62K +135 +1%
CH
111
Canton Hathaway
Rhode Island
$499K – – –
AA
112
Ancora Advisors
Ohio
$497K +$93.6K +2,250 +23%
JC
113
JB Capital
Connecticut
$495K +$32.3K +777 +7%
FHA
114
Flagship Harbor Advisors
Massachusetts
$473K +$249 +6 +0.1%
AWM
115
AE Wealth Management
Kansas
$466K +$19.9K +480 +4%
FG
116
Fiduciary Group
Georgia
$462K – – –
BMO
117
Beck Mack & Oliver
New York
$449K -$499K -11,999 -53%
APA
118
American Portfolios Advisors
New York
$447K -$26.9K -647 -6%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$445K – – –
PPP
120
Private Portfolio Partners
New Jersey
$442K +$442K +10,638 New
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$430K +$32.9K +790 +8%
VCP
122
Verus Capital Partners
Arizona
$429K -$64.4K -1,360 -13%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$420K +$101K +2,434 +32%
MIM
124
Merrion Investment Management
New Jersey
$416K – – –
HPM
125
Hudson Portfolio Management
New York
$414K – – –
3 4
5
6 7