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AllianceBernstein
AB

Overview Fund Activity

192 hedge funds and large institutions have $494M invested in AllianceBernstein in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+13
Holders Change %
+7.26%
% of All Funds
3.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
44
Reduced
50
Closed
22
Calls
$10M
Puts
$15.7M
Net Calls
-$5.62M
Net Calls Change
-$1.05M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.7M
2
Citigroup
Citigroup
New York
$9.76M
3
UBS Group
UBS Group
Switzerland
$12.5M
4
Deutsche Bank
Deutsche Bank
Germany
$1.44M
5
BAM
Belpointe Asset Management
Nevada
$1.22M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$83.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.1M
3
Morgan Stanley
Morgan Stanley
New York
$51M
4
Bank of America
Bank of America
North Carolina
$13M
5
AAMU
Amundi Asset Management US
Massachusetts
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$200K +$200K +7,356 New
GAM
127
Guinness Asset Management
United Kingdom
$193K – – –
PAG
128
Private Advisor Group
New Jersey
$185K +$185K +6,793 New
APA
129
American Portfolios Advisors
New York
$167K +$97.2K +3,570 +139%
FCA
130
FinTrust Capital Advisors
South Carolina
$163K – – –
AIM
131
Anchor Investment Management
South Carolina
$160K -$30.5K -1,119 -16%
CG
132
Cutler Group
California
$150K +$150K +5,511 New
AA
133
Ancora Advisors
Ohio
$136K – – –
WT
134
Washington Trust
Rhode Island
$132K -$63.4K -2,400 -32%
AWM
135
Atticus Wealth Management
Florida
$123K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$115K +$23.9K +880 +26%
GWM
137
Geneos Wealth Management
Colorado
$105K -$17.6K -700 -14%
SC
138
Sawyer & Company
Massachusetts
$97K – – –
OIA
139
Optimum Investment Advisors
Illinois
$90K – – –
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$82K – – –
HR
141
Howe & Rusling
New York
$82K +$82K +3,000 New
TFS
142
TrustCore Financial Services
Tennessee
$78K +$78K +2,850 New
US Bancorp
143
US Bancorp
Minnesota
$76K – – –
AAP
144
Arax Advisory Partners
Colorado
$76K +$1.86K +68 +3%
SPIA
145
Steward Partners Investment Advisory
New York
$65K – – –
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$62K -$16K -585 -20%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$57K -$10.8K -396 -16%
AWMS
148
Advocacy Wealth Management Services
Georgia
$54K – – –
ZB
149
Zions Bancorporation
Utah
$54K – – –
OSNBOA
150
Old Second National Bank of Aurora
Illinois
$53K – – –
4 5
6
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