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AllianceBernstein
AB

Overview Fund Activity

277 hedge funds and large institutions have $465M invested in AllianceBernstein in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
89
Reduced
72
Closed
37
Calls
$35.9M
Puts
$39.4M
Net Calls
-$3.45M
Net Calls Change
-$7.1M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$8.43M
2
PI
PEAK6 Investments
Illinois
$5.83M
3
MHI
Miller Howard Investments
New York
$3.12M
4
AA
ALPS Advisors
Colorado
$2.47M
5
LPL Financial
LPL Financial
California
$11.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$32.4M
2
Bank of America
Bank of America
North Carolina
$14.2M
3
Citadel Advisors
Citadel Advisors
Florida
$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.49M
5
UBS Group
UBS Group
Switzerland
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
126
Total Clarity Wealth Management
Illinois
$407K +$8.49K +204 +2%
IIA
127
IPG Investment Advisors
California
$391K +$33.3K +800 +9%
RIL
128
Rothschild Investment LLC
Illinois
$389K -$49.9K -1,200 -11%
BRWA
129
B. Riley Wealth Advisors
Florida
$389K -$10.2K -245 -3%
JWBC
130
J.W. Burns & Co
New York
$385K – – –
TI
131
TTP Investments
California
$370K +$120K +2,896 +48%
TFS
132
TrustCore Financial Services
Tennessee
$363K +$5.45K +131 +2%
RWA
133
Redhawk Wealth Advisors
Minnesota
$359K +$707 +17 +0.2%
AAS
134
Avantax Advisory Services
Texas
$358K +$26K +626 +8%
AWS
135
Atria Wealth Solutions
New York
$355K -$450K -10,833 -56%
RJT
136
Raymond James Trust
Florida
$348K -$53.3K -1,280 -13%
TP
137
Tranquility Partners
Tennessee
$343K -$4.62K -111 -1%
IAA
138
Independent Advisor Alliance
North Carolina
$341K +$39.7K +956 +13%
CAAS
139
Capital Asset Advisory Services
Michigan
$327K +$1.08K +26 +0.3%
KFGK
140
Keystone Financial Group (Kentucky)
Kentucky
$324K -$7.53K -181 -2%
IAN
141
Integrated Advisors Network
Texas
$323K -$4.16K -100 -1%
EH
142
Equitable Holdings
New York
$313K – – –
CF
143
Centaurus Financial
California
$312K – – –
IWC
144
Integrated Wealth Concepts
Massachusetts
$310K +$1.12K +27 +0.4%
JIC
145
Joel Isaacson & Co
New York
$310K +$6.29K +151 +2%
ME
146
McIlrath & Eck
Washington
$306K +$24.9K +600 +9%
CIA
147
Capital Investment Advisors
Georgia
$302K -$84.7K -2,036 -22%
CB
148
Commerce Bank
Missouri
$298K -$42.3K -1,020 -12%
SBIA
149
Sheaff Brock Investment Advisors
Indiana
$295K -$10.3K -248 -3%
CPC
150
Consolidated Planning Corp
Georgia
$293K – – –
4 5
6
7 8