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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$65.3M
2
Bank of America
Bank of America
North Carolina
$33.9M
3
Cerity Partners
Cerity Partners
New York
$10.3M
4
P2P
Phase 2 Partners
California
$7.17M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49M
2
PI
PEAK6 Investments
Illinois
$583K
3
UBS Group
UBS Group
Switzerland
$26.6M
4
Amundi
Amundi
France
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
151
Consolidated Planning Corp
Georgia
$258K – – –
CF
152
Cantor Fitzgerald
New York
$256K – – –
DTC
153
Davidson Trust Company
Washington
$256K – – –
IWC
154
Integrated Wealth Concepts
Massachusetts
$255K +$35.1K +960 +16%
OA
155
Operose Advisors
Wisconsin
$252K +$98.7K +2,700 +64%
MOS
156
MGO One Seven
Ohio
$250K – – –
WANY
157
Wealthspire Advisors (New York)
New York
$249K +$3.44K +94 +1%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$249K -$274K -7,485 -52%
VFA
159
Voya Financial Advisors
Connecticut
$248K +$248K +6,903 New
SPC
160
Sigma Planning Corp
Michigan
$233K -$28.1K -768 -11%
SDWIA
161
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$223K – – –
ACP
162
Aviance Capital Partners
Florida
$221K -$18.9K -518 -8%
RGC
163
Roberts, Glore & Co
Illinois
$221K – – –
BEAM
164
Baker Ellis Asset Management
Washington
$219K – – –
ZAM
165
Zevin Asset Management
Massachusetts
$217K – – –
EWA
166
EP Wealth Advisors
California
$214K +$214K +5,850 New
CCG
167
Coastwise Capital Group
California
$214K +$214K +5,849 New
FCH
168
Freestone Capital Holdings
Washington
$207K +$207K +5,667 New
NFSG
169
Newbridge Financial Services Group
Florida
$205K -$40.3K -1,102 -16%
CPRC
170
Consolidated Portfolio Review Corp
New York
$201K +$201K +5,486 New
AWM
171
Axxcess Wealth Management
California
$201K +$201K +5,485 New
UB
172
UMB Bank
Missouri
$190K -$3.66K -100 -2%
SN
173
Sittner & Nelson
Oregon
$183K – – –
CSC
174
Caldwell Sutter Capital
California
$170K +$118K +3,234 +227%
AWM
175
Atticus Wealth Management
Florida
$166K +$1.02K +28 +0.6%
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