AllianceBernstein
193 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 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
38% more capital invested
Capital invested by funds: $359M → $494M (+$135M)
7% more funds holding
Funds holding: 181 → 193 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.2% less ownership
Funds ownership: 19.7% → 18.5% (-1.2%)
12% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 50
36% less call options, than puts
Call options by funds: $10M | Put options by funds: $15.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$9.93M |
| 2 |
Citigroup
New York
|
+$7.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.52M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.22M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$17M |
| 3 |
Morgan Stanley
New York
|
-$4.92M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.5M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.26M |
AB Hedge Fund Activity: Q2 2020 in Review
193 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2020, worth a combined $494M — up 38% from $359M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AB positions and 23 closed out — a net gain of 13 holders — while 44 added to existing stakes and 50 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $9.93M. The largest seller was Fidelity Investments, cutting an estimated $18.9M.
- 193 institutional investors held AllianceBernstein (AB) as of Q2 2020, up from 181 in Q1 2020.
- Funds reported $494M of AllianceBernstein stock for Q2 2020, up 38% quarter-over-quarter.
- 36 funds opened new AllianceBernstein positions in Q2 2020 and 23 closed out, a net change of +13 holders.
- The largest AllianceBernstein buyer in Q2 2020 was JP Morgan Chase, an estimated $9.93M added.
- The largest AllianceBernstein seller in Q2 2020 was Fidelity Investments, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2020.