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AllianceBernstein
AB

Overview Fund Activity

231 hedge funds and large institutions have $573M invested in AllianceBernstein in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
66
Reduced
67
Closed
25
Calls
$17.9M
Puts
$15.6M
Net Calls
+$2.31M
Net Calls Change
+$2.33M

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$85.5M
2
CAM
Cresset Asset Management
Illinois
+$17.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.62M
4
Nomura Holdings
Nomura Holdings
Japan
+$4.33M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.4M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$13M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.05M
3
UBS Group
UBS Group
Switzerland
-$3.76M
4
IG
ING Group
Netherlands
-$3.44M
5
Bank of America
Bank of America
North Carolina
-$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
126
Hudson Portfolio Management
New York
$302K – – –
US Bancorp
127
US Bancorp
Minnesota
$299K -$107K -3,534 -26%
FHA
128
Flagship Harbor Advisors
Massachusetts
$296K -$1.79K -59 -0.6%
RJT
129
Raymond James Trust
Florida
$287K -$24.6K -809 -8%
GA
130
Gateway Advisory
New Jersey
$273K +$273K +9,000 New
JIC
131
Joel Isaacson & Co
New York
$270K +$5.28K +174 +2%
SWA
132
Sax Wealth Advisors
New Jersey
$258K – – –
IAN
133
Integrated Advisors Network
Texas
$257K +$6.07K +200 +2%
GCP
134
GSA Capital Partners
United Kingdom
$250K -$111K -3,670 -31%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$250K -$4.43K -146 -2%
NAS
136
Nicolet Advisory Services
Wisconsin
$249K +$4.62K +151 +2%
RIL
137
Rothschild Investment LLC
Illinois
$246K +$246K +8,100 New
ONST
138
Old North State Trust
North Carolina
$244K – – –
BWM
139
BlackDiamond Wealth Management
New York
$243K – – –
IAA
140
Independent Advisor Alliance
North Carolina
$243K -$62.9K -2,074 -21%
SBIA
141
Sheaff Brock Investment Advisors
Indiana
$235K – – –
AWM
142
AE Wealth Management
Kansas
$233K -$254K -8,378 -52%
FG
143
Fiduciary Group
Georgia
$233K – – –
BMO
144
Beck Mack & Oliver
New York
$232K – – –
HIP
145
HUB Investment Partners
Texas
$232K +$232K +7,658 New
IIA
146
IPG Investment Advisors
California
$232K – – –
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$231K +$231K +7,615 New
CB
148
Commerce Bank
Missouri
$228K – – –
AAS
149
Avantax Advisory Services
Texas
$226K -$74K -2,437 -25%
CPC
150
Consolidated Planning Corp
Georgia
$214K – – –
4 5
6
7 8