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AllianceBernstein
AB

Overview Fund Activity

261 hedge funds and large institutions have $837M invested in AllianceBernstein in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
78
Reduced
59
Closed
35
Calls
$22.9M
Puts
$22M
Net Calls
+$945K
Net Calls Change
+$17M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$355M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.5M
3
American Century Companies
3
American Century Companies
Missouri
$43M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Citigroup
5
Citigroup
New York
$15.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.97M
2
PI
2
PEAK6 Investments
Illinois
$4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.43K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
126
Hudson Portfolio Management
New York
$342K – – –
YMRC
127
Yorktown Management & Research Company
Virginia
$337K +$101K +2,950 +43%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$335K – – –
BWM
129
BlackDiamond Wealth Management
New York
$323K – – –
JWBC
130
J.W. Burns & Co
New York
$318K – – –
NAS
131
Nicolet Advisory Services
Wisconsin
$316K +$43K +1,112 +16%
AWM
132
AE Wealth Management
Kansas
$315K -$55K -1,601 -15%
TFS
133
TrustCore Financial Services
Tennessee
$307K +$3.71K +108 +1%
BMO
134
Beck Mack & Oliver
New York
$306K -$30.2K -878 -9%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$299K +$48.2K +1,403 +19%
ACA
136
Aptus Capital Advisors
Alabama
$298K +$10.3K +300 +4%
JIC
137
Joel Isaacson & Co
New York
$288K +$28.3K +822 +11%
IIA
138
IPG Investment Advisors
California
$286K -$37.1K -1,080 -11%
IAN
139
Integrated Advisors Network
Texas
$284K +$17.2K +500 +6%
CIG
140
Cascade Investment Group
Colorado
$282K +$282K +8,200 New
ONST
141
Old North State Trust
North Carolina
$276K – – –
CF
142
Centaurus Financial
California
$276K +$25.8K +750 +10%
BCM
143
Brookstone Capital Management
Illinois
$273K +$5.4K +146 +2%
CAAS
144
Capital Asset Advisory Services
Michigan
$271K – – –
BRWA
145
B. Riley Wealth Advisors
Florida
$259K +$37K +1,077 +17%
EH
146
Equitable Holdings
New York
$259K – – –
SBIA
147
Sheaff Brock Investment Advisors
Indiana
$255K +$4.85K +141 +2%
AAS
148
Avantax Advisory Services
Texas
$254K +$45.4K +1,322 +22%
BAM
149
Belpointe Asset Management
Nevada
$247K -$311K -9,053 -56%
CB
150
Commerce Bank
Missouri
$247K – – –
4 5
6
7 8