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AllianceBernstein
AB

Overview Fund Activity

261 hedge funds and large institutions have $837M invested in AllianceBernstein in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
78
Reduced
59
Closed
35
Calls
$22.9M
Puts
$22M
Net Calls
+$945K
Net Calls Change
+$17M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$355M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.5M
3
American Century Companies
3
American Century Companies
Missouri
$43M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Citigroup
5
Citigroup
New York
$15.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.97M
2
PI
2
PEAK6 Investments
Illinois
$4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.43K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
151
Sigma Planning Corp
Michigan
$246K +$18.3K +533 +8%
ME
152
McIlrath & Eck
Washington
$243K – – –
CPC
153
Consolidated Planning Corp
Georgia
$242K – – –
CF
154
Cantor Fitzgerald
New York
$241K – – –
DTC
155
Davidson Trust Company
Washington
$241K – – –
MOS
156
MGO One Seven
Ohio
$235K +$7.46K +217 +3%
WANY
157
Wealthspire Advisors (New York)
New York
$231K – – –
NFSG
158
Newbridge Financial Services Group
Florida
$230K -$74.9K -2,180 -25%
William Blair & Company
159
William Blair & Company
Illinois
$230K +$31.3K +912 +16%
ACP
160
Aviance Capital Partners
Florida
$226K -$17.3K -504 -7%
SDWIA
161
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$209K – – –
RGC
162
Roberts, Glore & Co
Illinois
$208K – – –
IWC
163
Integrated Wealth Concepts
Massachusetts
$207K -$5.3K -154 -2%
PCM
164
Parsons Capital Management
Rhode Island
$206K – – –
BEAM
165
Baker Ellis Asset Management
Washington
$206K – – –
ZAM
166
Zevin Asset Management
Massachusetts
$204K – – –
MCC
167
Money Concepts Capital
Florida
$193K +$193K +5,625 New
UB
168
UMB Bank
Missouri
$182K – – –
SN
169
Sittner & Nelson
Oregon
$172K +$51.6K +1,500 +43%
CFGS
170
Concourse Financial Group Securities
Alabama
$162K +$162K +4,721 New
ABLA
171
Alan B. Lancz & Associates
Ohio
$156K – – –
AWM
172
Atticus Wealth Management
Florida
$155K +$1.44K +42 +0.9%
AWM
173
Accurate Wealth Management
Florida
$150K +$150K +3,950 New
OA
174
Operose Advisors
Wisconsin
$144K – – –
WT
175
Washington Trust
Rhode Island
$142K – – –
5 6
7
8 9