We are live on ! Find out more
AB icon

AllianceBernstein

292 hedge funds and large institutions have $556M invested in AllianceBernstein in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

14% more call options, than puts

Call options by funds: $29M | Put options by funds: $25.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1.54% less ownership

Funds ownership: 13.46%11.92% (-1.5%)

2% less funds holding

Funds holding: 297292 (-5)

12% less capital invested

Capital invested by funds: $632M → $556M (-$76.6M)

Holders
292
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
92
Reduced
79
Closed
29
Calls
$29M
Puts
$25.4M
Net Calls
+$3.65M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
151
Sheaff Brock Investment Advisors
Indiana
$346K +$53.4K +1,148 +19%
IAA
152
Independent Advisor Alliance
North Carolina
$341K -$2.6K -56 -0.8%
AWM
153
Apollon Wealth Management
South Carolina
$334K +$21.5K +462 +7%
NAS
154
Nicolet Advisory Services
Wisconsin
$333K -$47.7K -1,025 -13%
CPC
155
Consolidated Planning Corp
Georgia
$332K
DTC
156
Davidson Trust Company
Washington
$329K
CFIA
157
Cantor Fitzgerald Investment Advisors
New York
$329K +$46.5K +1,000 +17%
ME
158
McIlrath & Eck
Washington
$318K
William Blair & Company
159
William Blair & Company
Illinois
$316K -$45.1K -969 -13%
JIC
160
Joel Isaacson & Co
New York
$310K +$9.11K +196 +3%
ZAM
161
Zevin Asset Management
Massachusetts
$307K
JWCA
162
J.W. Cole Advisors
Florida
$294K -$34.1K -733 -10%
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$289K +$88.4K +1,900 +45%
BRWM
164
B. Riley Wealth Management
Tennessee
$288K +$8.6K +185 +3%
SDWIA
165
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$287K
OIA
166
OneDigital Investment Advisors
Kansas
$285K
TI
167
TTP Investments
California
$283K +$9.86K +212 +4%
CCM
168
Community Capital Management
Florida
$282K -$279K -6,000 Closed
BEAM
169
Baker Ellis Asset Management
Washington
$282K
FCA
170
FinTrust Capital Advisors
South Carolina
$282K
PCM
171
Parsons Capital Management
Rhode Island
$282K
RGC
172
Roberts, Glore & Co
Illinois
$275K
MOS
173
MGO One Seven
Ohio
$274K
CPO
174
Cerity Partners OCIO
New York
$273K
FAIM
175
Financial Advocates Investment Management
Washington
$270K -$41.3K -889 -13%

AB Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2022, worth a combined $556M — down 12% from $632M a quarter earlier.

Fund positioning in AB was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $11.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $13.9M sold.

  • 292 institutional investors held AllianceBernstein (AB) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $556M of AllianceBernstein stock for Q1 2022, down 12% quarter-over-quarter.
  • 29 funds opened new AllianceBernstein positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest AllianceBernstein buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $11.5M added.
  • The largest AllianceBernstein seller in Q1 2022 was Arrowstreet Capital, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.