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AllianceBernstein
AB

Overview Fund Activity

194 hedge funds and large institutions have $570M invested in AllianceBernstein in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+15
Holders Change %
+8.38%
% of All Funds
4.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
50
Reduced
43
Closed
17
Calls
$8.67M
Puts
$5.01M
Net Calls
+$3.66M
Net Calls Change
+$1.42M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$31.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.76M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.9M
4
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$1.65M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$8.32M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$44.4M
2
WMSA
Weiss Multi-Strategy Advisers
New York
$0
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
4
Deutsche Bank
Deutsche Bank
Germany
$107K
5
Franklin Resources
Franklin Resources
California
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Meridian Wealth Management
Kentucky
$215K +$215K +7,060 New
GCIA
127
Gabelli & Co Investment Advisers
New York
$213K – – –
Brown Advisory
128
Brown Advisory
Maryland
$203K +$203K +6,655 New
SEI Investments
129
SEI Investments
Pennsylvania
$202K -$279K -9,181 -58%
AAP
130
Arax Advisory Partners
Colorado
$200K -$184K -6,447 Closed
IA
131
IFP Advisors
Florida
$187K +$65.9K +2,166 +54%
ST
132
Sageworth Trust
Pennsylvania
$137K +$107K +3,504 +350%
OIA
133
Optimum Investment Advisors
Illinois
$136K – – –
SF
134
Synovus Financial
Georgia
$113K – – –
SC
135
Sawyer & Company
Massachusetts
$108K – – –
Deutsche Bank
136
Deutsche Bank
Germany
$107K -$3.36M -110,587 -97%
GWM
137
Geneos Wealth Management
Colorado
$98K +$37.5K +1,235 +62%
AWMS
138
Advocacy Wealth Management Services
Georgia
$96K – – –
QAM
139
QCI Asset Management
New York
$91K – – –
OC
140
Oakworth Capital
Alabama
$91K – – –
TC
141
Truvestments Capital
Florida
$74K +$74K +2,423 New
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$73K +$73K +2,392 New
ACS
143
Archford Capital Strategies
Illinois
$71K – – –
SPIA
144
Steward Partners Investment Advisory
New York
$67K -$31.2K -1,026 -32%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
RWA
146
Ropes Wealth Advisors
Massachusetts
$61K – – –
ZB
147
Zions Bancorporation
Utah
$61K – – –
OSNBOA
148
Old Second National Bank of Aurora
Illinois
$59K – – –
NSIM
149
North Star Investment Management
Illinois
$58K +$797 +26 +1%
Walleye Trading
150
Walleye Trading
New York
$53K +$45.5K +1,482 +605%
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