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AllianceBernstein
AB

Overview Fund Activity

261 hedge funds and large institutions have $837M invested in AllianceBernstein in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
78
Reduced
59
Closed
35
Calls
$22.9M
Puts
$22M
Net Calls
+$945K
Net Calls Change
+$17M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$355M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.5M
3
American Century Companies
3
American Century Companies
Missouri
$43M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Citigroup
5
Citigroup
New York
$15.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.97M
2
PI
2
PEAK6 Investments
Illinois
$4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.43K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Stratos Wealth Partners
Ohio
$469K -$80.6K -2,344 -15%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$464K -$20.3K -590 -4%
ZCM
103
Ziegler Capital Management
Illinois
$463K – – –
RWA
104
Redmont Wealth Advisors
Illinois
$461K – – –
SIMG
105
Sonora Investment Management Group
Arizona
$451K -$7.39K -215 -2%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$440K – – –
MNBTD
107
Moody National Bank Trust Division
Texas
$435K – – –
SDAM
108
Shulman DeMeo Asset Management
New York
$433K +$3.64K +106 +0.8%
AWM
109
Apollon Wealth Management
South Carolina
$428K +$7.67K +223 +2%
JC
110
JB Capital
Connecticut
$419K +$19.9K +578 +5%
AA
111
Ancora Advisors
Ohio
$414K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$414K +$66.9K +1,943 +19%
CH
113
Canton Hathaway
Rhode Island
$412K – – –
VCP
114
Verus Capital Partners
Arizona
$403K +$39.4K +1,145 +11%
TCWM
115
Total Clarity Wealth Management
Illinois
$403K +$16.5K +479 +4%
US Bancorp
116
US Bancorp
Minnesota
$388K -$34.4K -1,000 -8%
TP
117
Tranquility Partners
Tennessee
$383K +$99.1K +2,884 +35%
Victory Capital Management
118
Victory Capital Management
Texas
$377K -$172 -5 -0%
WWM
119
Western Wealth Management
Colorado
$375K -$402K -11,698 -52%
FHA
120
Flagship Harbor Advisors
Massachusetts
$369K -$35.1K -1,020 -9%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$363K +$363K +10,565 New
FG
122
Fiduciary Group
Georgia
$358K – – –
WS
123
Wedbush Securities
California
$353K -$92.6K -2,692 -21%
RJT
124
Raymond James Trust
Florida
$347K +$17.5K +508 +5%
MIM
125
Merrion Investment Management
New Jersey
$344K – – –
3 4
5
6 7