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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$65.3M
2
Bank of America
Bank of America
North Carolina
$33.9M
3
Cerity Partners
Cerity Partners
New York
$10.3M
4
P2P
Phase 2 Partners
California
$7.17M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49M
2
PI
PEAK6 Investments
Illinois
$583K
3
UBS Group
UBS Group
Switzerland
$26.6M
4
Amundi
Amundi
France
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFMC
126
Empire Financial Management Company
New York
$328K +$328K +8,985 New
AWM
127
AE Wealth Management
Kansas
$325K -$9.29K -254 -3%
WS
128
Wedbush Securities
California
$323K -$52.8K -1,441 -14%
JIC
129
Joel Isaacson & Co
New York
$313K +$6.07K +166 +2%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$306K -$50.2K -1,372 -14%
IAN
131
Integrated Advisors Network
Texas
$302K – – –
BMO
132
Beck Mack & Oliver
New York
$295K -$31.1K -852 -10%
CF
133
Centaurus Financial
California
$294K – – –
ONST
134
Old North State Trust
North Carolina
$294K – – –
BWM
135
BlackDiamond Wealth Management
New York
$293K – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$291K +$291K +7,958 New
BCM
137
Brookstone Capital Management
Illinois
$287K +$15.7K +428 +6%
CIG
138
Cascade Investment Group
Colorado
$285K -$14.6K -400 -5%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$284K -$33.9K -927 -11%
EH
140
Equitable Holdings
New York
$283K +$7.64K +209 +3%
SBIA
141
Sheaff Brock Investment Advisors
Indiana
$283K +$10.9K +298 +4%
CB
142
Commerce Bank
Missouri
$282K +$19K +520 +7%
FG
143
Fiduciary Group
Georgia
$280K -$101K -2,750 -26%
IIA
144
IPG Investment Advisors
California
$280K -$24.1K -660 -8%
NAS
145
Nicolet Advisory Services
Wisconsin
$279K – – –
IAA
146
Independent Advisor Alliance
North Carolina
$279K +$279K +7,622 New
BRWA
147
B. Riley Wealth Advisors
Florida
$278K +$2.56K +70 +0.9%
YMRC
148
Yorktown Management & Research Company
Virginia
$265K -$93.2K -2,550 -26%
CAAS
149
Capital Asset Advisory Services
Michigan
$259K -$29.2K -800 -10%
ME
150
McIlrath & Eck
Washington
$258K – – –
4 5
6
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