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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$65.3M
2
Bank of America
2
Bank of America
North Carolina
$33.9M
3
Cerity Partners
3
Cerity Partners
New York
$10.3M
4
P2P
4
Phase 2 Partners
California
$7.17M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$49M
2
PI
2
PEAK6 Investments
Illinois
$583K
3
UBS Group
3
UBS Group
Switzerland
$26.6M
4
Amundi
4
Amundi
France
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$475K +$62.2K +1,700 +15%
MNBTD
102
Moody National Bank Trust Division
Texas
$469K +$6.62K +181 +1%
SDAM
103
Shulman DeMeo Asset Management
New York
$465K +$5.01K +137 +1%
VCP
104
Verus Capital Partners
Arizona
$459K +$30.2K +827 +7%
AWM
105
Apollon Wealth Management
South Carolina
$446K -$9.14K -250 -2%
AA
106
Ancora Advisors
Ohio
$441K – – –
CH
107
Canton Hathaway
Rhode Island
$439K – – –
TP
108
Tranquility Partners
Tennessee
$439K +$31.9K +873 +8%
LSA
109
Lion Street Advisors
Texas
$419K +$419K +11,458 New
RWA
110
Redmont Wealth Advisors
Illinois
$416K -$75K -2,052 -15%
FCA
111
Fortis Capital Advisors
Kansas
$409K +$307K +8,400 +301%
WWM
112
Western Wealth Management
Colorado
$396K -$2.19K -60 -0.6%
HF
113
HRT Financial
New York
$396K +$396K +10,847 New
SIMG
114
Sonora Investment Management Group
Arizona
$384K -$96.5K -2,640 -20%
PPP
115
Private Portfolio Partners
New Jersey
$383K -$125K -3,426 -25%
RJT
116
Raymond James Trust
Florida
$373K +$3.81K +104 +1%
CCA
117
Cadent Capital Advisors
Oklahoma
$369K +$369K +10,080 New
MIM
118
Merrion Investment Management
New Jersey
$366K – – –
CA
119
Cetera Advisors
Colorado
$365K -$140K -3,824 -28%
HPM
120
Hudson Portfolio Management
New York
$364K – – –
FHA
121
Flagship Harbor Advisors
Massachusetts
$361K -$30.7K -841 -8%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$345K -$94.4K -2,585 -21%
AAS
123
Avantax Advisory Services
Texas
$344K +$74.1K +2,026 +27%
JWBC
124
J.W. Burns & Co
New York
$338K – – –
AWA
125
Arete Wealth Advisors
Illinois
$332K -$45.8K -1,251 -12%
3 4
5
6 7