We are live on ! Find out more
AB icon

AllianceBernstein

220 hedge funds and large institutions have $590M invested in AllianceBernstein in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

54% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $4.72M

18% more capital invested

Capital invested by funds: $501M → $590M (+$88.1M)

16% more funds holding

Funds holding: 190220 (+30)

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

2.6% more ownership

Funds ownership: 17.7%20.29% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
220
Holders Change
+30
Holders Change %
+15.79%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
54
Reduced
49
Closed
10
Calls
$7.26M
Puts
$4.72M
Net Calls
+$2.54M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
ONST
151
Old North State Trust
North Carolina
$110K
SC
152
Sawyer & Company
Massachusetts
$108K
OIA
153
Optimum Investment Advisors
Illinois
$100K
APA
154
American Portfolios Advisors
New York
$97.5K +$146 +5 +0.2%
AWMS
155
Advocacy Wealth Management Services
Georgia
$91K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$86K
VCP
157
Verus Capital Partners
Arizona
$83K +$80.2K +2,751 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$82K +$5.95K +204 +8%
Simplex Trading
159
Simplex Trading
Illinois
$76K +$38.5K +1,320 +109%
CFGS
160
Concourse Financial Group Securities
Alabama
$69K
NFG
161
Next Financial Group
Texas
$62K
ZB
162
Zions Bancorporation
Utah
$61K
OSNBOA
163
Old Second National Bank of Aurora
Illinois
$59K
FHA
164
First Horizon Advisors
Tennessee
$51K
OC
165
Oakworth Capital
Alabama
$48K
ASN
166
Advisory Services Network
Georgia
$48K +$4.26K +146 +10%
CT
167
Caldwell Trust
Florida
$46.2K +$44.6K +1,528 New
NSIM
168
North Star Investment Management
Illinois
$46K +$875 +30 +2%
SFS
169
Sowell Financial Services
Arkansas
$46K +$19.2K +660 +78%
MWA
170
Moser Wealth Advisors
Washington
$46K +$43.9K +1,504 New
GT
171
Glenmede Trust
Pennsylvania
$45K
SIC
172
Samalin Investment Counsel
New York
$45K +$43.7K +1,500 New
CCM
173
Copeland Capital Management
Pennsylvania
$34K
SF
174
Synovus Financial
Georgia
$33K -$90.9K -3,119 -74%
RCA
175
Ranch Capital Advisors
Florida
$31K +$29.8K +1,023 New

AB Hedge Fund Activity: Q4 2019 in Review

220 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2019, worth a combined $590M — up 18% from $501M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AB positions and 10 closed out — a net gain of 34 holders — while 54 added to existing stakes and 49 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $24.3M. The largest seller was Bank of America, cutting an estimated $24.3M.

  • 220 institutional investors held AllianceBernstein (AB) as of Q4 2019, up from 190 in Q3 2019.
  • Funds reported $590M of AllianceBernstein stock for Q4 2019, up 18% quarter-over-quarter.
  • 44 funds opened new AllianceBernstein positions in Q4 2019 and 10 closed out, a net change of +34 holders.
  • The largest AllianceBernstein buyer in Q4 2019 was Arrowstreet Capital, an estimated $24.3M added.
  • The largest AllianceBernstein seller in Q4 2019 was Bank of America, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2019.