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AllianceBernstein
AB

Overview Fund Activity

176 hedge funds and large institutions have $556M invested in AllianceBernstein in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+25
Holders Change %
+16.56%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
45
Reduced
41
Closed
10
Calls
$6.25M
Puts
$4.75M
Net Calls
+$1.5M
Net Calls Change
-$1.85M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$27.6M
2
Morgan Stanley
Morgan Stanley
New York
$37.9M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.89M
5
UBS Group
UBS Group
Switzerland
$11.1M

Top Sellers

1
BI
Bramshill Investments
Florida
$0
2
Bank of America
Bank of America
North Carolina
$41.8M
3
Franklin Resources
Franklin Resources
California
$34.4M
4
GF
Gabelli Funds
New York
$7.09M
5
RA
Royce & Associates
New York
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
126
Crow Point Partners
Massachusetts
$140K – – –
SC
127
Sawyer & Company
Massachusetts
$89K +$89K +3,560 New
AWMS
128
Advocacy Wealth Management Services
Georgia
$79K – – –
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$78K -$2.38K -95 -3%
QAM
130
QCI Asset Management
New York
$63K +$25.2K +1,000 +67%
THWM
131
Taylor Hoffman Wealth Management
Virginia
$63K +$63K +2,500 New
CIM
132
Chiron Investment Management
New York
$61K +$61K +2,448 New
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$52K – – –
GT
134
Glenmede Trust
Pennsylvania
$50K – – –
SIC
135
Salem Investment Counselors
North Carolina
$50K – – –
RWA
136
Ropes Wealth Advisors
Massachusetts
$50K – – –
ZB
137
Zions Bancorporation
Utah
$50K – – –
APA
138
American Portfolios Advisors
New York
$44.7K +$44.7K +1,786 New
MOS
139
MGO One Seven
Ohio
$35K +$35K +1,399 New
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K -$7.01K -280 -18%
GWM
141
Geneos Wealth Management
Colorado
$32K -$19.6K -800 -38%
PK
142
Pflug Koory
Nebraska
$30K – – –
JCM
143
Jacobi Capital Management
Pennsylvania
$27K – – –
SMG
144
Spectrum Management Group
Indiana
$25K – – –
CHC
145
City Holding Co
West Virginia
$25K – – –
FPFS
146
First Personal Financial Services
North Carolina
$25K -$24K – –
PFSC
147
Peoples Financial Services Corp
Pennsylvania
$25K – – –
EWM
148
Evercore Wealth Management
New York
$25K – – –
OSNBOA
149
Old Second National Bank of Aurora
Illinois
$25K +$25K +1,000 New
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$25K +$25K +1,000 New
4 5
6
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