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AllianceBernstein
AB

Overview Fund Activity

226 hedge funds and large institutions have $563M invested in AllianceBernstein in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
65
Reduced
51
Closed
25
Calls
$20.4M
Puts
$17.7M
Net Calls
+$2.75M
Net Calls Change
+$6.15M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$5.54M
2
JAM
2
Jupiter Asset Management
United Kingdom
$5.18M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$32.7M
4
AU
4
Algebris (UK)
United Kingdom
$3.28M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.7M
3
FP
3
Foundry Partners
Minnesota
$9.67M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
151
Baker Ellis Asset Management
Washington
$203K +$203K +6,000 New
FCH
152
Freestone Capital Holdings
Washington
$191K – – –
WT
153
Washington Trust
Rhode Island
$185K +$14.6K +430 +9%
GAM
154
Guinness Asset Management
United Kingdom
$182K -$57.4K -1,700 -24%
GWM
155
Geneos Wealth Management
Colorado
$181K +$15.8K +400 +10%
AA
156
Ancora Advisors
Ohio
$169K – – –
NL
157
NVWM LLC
Pennsylvania
$165K +$165K +4,890 New
CWA
158
Clearview Wealth Advisors
Oregon
$151K +$151K +4,482 New
AIM
159
Anchor Investment Management
South Carolina
$143K -$33.8K -1,000 -19%
US Bancorp
160
US Bancorp
Minnesota
$142K – – –
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$139K +$19.1K +540 +16%
AWM
162
Atticus Wealth Management
Florida
$137K – – –
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$118K -$3.6K -106 -3%
OIA
164
Optimum Investment Advisors
Illinois
$111K – – –
FC
165
FORA Capital
Florida
$103K +$103K +3,055 New
HR
166
Howe & Rusling
New York
$101K – – –
AAP
167
Arax Advisory Partners
Colorado
$98K +$2.09K +62 +2%
LGA
168
Lebenthal Global Advisors
New York
$94K +$94K +2,800 New
CFGS
169
Concourse Financial Group Securities
Alabama
$89K -$40.8K -1,204 -31%
ASN
170
Advisory Services Network
Georgia
$76K -$3.49K -103 -4%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$76K – – –
TFS
172
TrustCore Financial Services
Tennessee
$70K +$1.51K +45 +2%
AWMS
173
Advocacy Wealth Management Services
Georgia
$68K – – –
ZB
174
Zions Bancorporation
Utah
$68K – – –
RA
175
Reby Advisors
Connecticut
$66K +$66K +1,962 New
5 6
7
8 9