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AllianceBernstein

292 hedge funds and large institutions have $556M invested in AllianceBernstein in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

14% more call options, than puts

Call options by funds: $29M | Put options by funds: $25.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1.54% less ownership

Funds ownership: 13.46%11.92% (-1.5%)

2% less funds holding

Funds holding: 297292 (-5)

12% less capital invested

Capital invested by funds: $632M → $556M (-$76.6M)

Holders
292
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
92
Reduced
79
Closed
29
Calls
$29M
Puts
$25.4M
Net Calls
+$3.65M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
126
Ancora Advisors
Ohio
$457K +$214K +4,600 +90%
RJT
127
Raymond James Trust
Florida
$453K +$50.4K +1,084 +13%
BRWA
128
B. Riley Wealth Advisors
Florida
$451K +$37.1K +798 +9%
TCWM
129
Total Clarity Wealth Management
Illinois
$450K +$196K +4,207 +78%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$449K +$42.1K +906 +10%
CIA
131
Capital Investment Advisors
Georgia
$437K +$29.5K +635 +7%
JWBC
132
J.W. Burns & Co
New York
$435K
VCP
133
Verus Capital Partners
Arizona
$419K +$484K +10,416 New
RWA
134
Redhawk Wealth Advisors
Minnesota
$405K -$56.3K -1,210 -12%
TFS
135
TrustCore Financial Services
Tennessee
$404K +$7.49K +161 +2%
IIA
136
IPG Investment Advisors
California
$404K +$83.5K +1,795 +26%
JF
137
Jump Financial
Illinois
$400K -$866K -18,629 -69%
TP
138
Tranquility Partners
Tennessee
$393K
CB
139
Commerce Bank
Missouri
$385K +$381K +8,200 New
FG
140
Fiduciary Group
Georgia
$384K
AAS
141
Avantax Advisory Services
Texas
$376K -$95.6K -2,056 -20%
KFGK
142
Keystone Financial Group (Kentucky)
Kentucky
$375K -$5.12K -110 -1%
CAAS
143
Capital Asset Advisory Services
Michigan
$369K +$1.53K +33 +0.4%
IAN
144
Integrated Advisors Network
Texas
$369K +$1.81K +39 +0.5%
DHFB
145
Dixon Hubard Feinour & Brown
Virginia
$364K
BFEC
146
Benjamin F. Edwards & Company
Missouri
$360K +$651 +14 +0.2%
EH
147
Equitable Holdings
New York
$354K +$1.21K +26 +0.3%
CF
148
Centaurus Financial
California
$353K
AAS
149
Ameritas Advisory Services
Nebraska
$351K +$65.8K +1,415 +23%
IWC
150
Integrated Wealth Concepts
Massachusetts
$349K +$55.8K +1,200 +19%

AB Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2022, worth a combined $556M — down 12% from $632M a quarter earlier.

Fund positioning in AB was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $11.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $13.9M sold.

  • 292 institutional investors held AllianceBernstein (AB) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $556M of AllianceBernstein stock for Q1 2022, down 12% quarter-over-quarter.
  • 29 funds opened new AllianceBernstein positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest AllianceBernstein buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $11.5M added.
  • The largest AllianceBernstein seller in Q1 2022 was Arrowstreet Capital, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.