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AllianceBernstein

220 hedge funds and large institutions have $590M invested in AllianceBernstein in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

54% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $4.72M

18% more capital invested

Capital invested by funds: $501M → $590M (+$88.1M)

16% more funds holding

Funds holding: 190220 (+30)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

2.6% more ownership

Funds ownership: 17.7%20.29% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
220
Holders Change
+30
Holders Change %
+15.79%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
54
Reduced
49
Closed
10
Calls
$7.26M
Puts
$4.72M
Net Calls
+$2.54M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
126
MML Investors Services
Massachusetts
$226K -$16.7K -572 -7%
BMO
127
Beck Mack & Oliver
New York
$226K +$218K +7,480 New
William Blair & Company
128
William Blair & Company
Illinois
$224K -$8.75K -300 -4%
EWA
129
EP Wealth Advisors
California
$221K +$213K +7,313 New
ACM
130
Advisors Capital Management
New Jersey
$218K +$210K +7,200 New
MWM
131
Meridian Wealth Management
Kentucky
$216K
CWM
132
Centric Wealth Management
Illinois
$216K +$208K +7,132 New
GAM
133
Guinness Asset Management
United Kingdom
$215K -$7.29K -250 -3%
IAN
134
Integrated Advisors Network
Texas
$214K +$207K +7,088 New
PIA
135
Powell Investment Advisors
Florida
$213K +$205K +7,030 New
CPC
136
Consolidated Planning Corp
Georgia
$213K +$206K +7,051 New
AIM
137
Anchor Investment Management
South Carolina
$212K
CS
138
Credit Suisse
Switzerland
$210K -$677K -23,213 -77%
PCM
139
Parsons Capital Management
Rhode Island
$209K -$14.6K -500 -7%
US Bancorp
140
US Bancorp
Minnesota
$206K
AP
141
Americana Partners
Texas
$186K +$179K +6,155 New
FCA
142
FinTrust Capital Advisors
South Carolina
$182K
AA
143
Ancora Advisors
Ohio
$182K +$175K +6,000 New
AAP
144
Arax Advisory Partners
Colorado
$160K +$3.18K +109 +2%
MA
145
MUFG Americas
New York
$151K +$146K +5,000 New
CIM
146
Chiron Investment Management
New York
$149K -$46.7K -1,600 -24%
GWM
147
Geneos Wealth Management
Colorado
$146K
AWM
148
Atticus Wealth Management
Florida
$139K +$134K +4,595 New
QAM
149
QCI Asset Management
New York
$121K
SPIA
150
Steward Partners Investment Advisory
New York
$114K

AB Hedge Fund Activity: Q4 2019 in Review

220 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2019, worth a combined $590M — up 18% from $501M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AB positions and 10 closed out — a net gain of 34 holders — while 54 added to existing stakes and 49 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $24.3M. The largest seller was Bank of America, cutting an estimated $24.3M.

  • 220 institutional investors held AllianceBernstein (AB) as of Q4 2019, up from 190 in Q3 2019.
  • Funds reported $590M of AllianceBernstein stock for Q4 2019, up 18% quarter-over-quarter.
  • 44 funds opened new AllianceBernstein positions in Q4 2019 and 10 closed out, a net change of +34 holders.
  • The largest AllianceBernstein buyer in Q4 2019 was Arrowstreet Capital, an estimated $24.3M added.
  • The largest AllianceBernstein seller in Q4 2019 was Bank of America, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.