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AllianceBernstein
AB

Overview Fund Activity

231 hedge funds and large institutions have $573M invested in AllianceBernstein in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
66
Reduced
67
Closed
25
Calls
$17.9M
Puts
$15.6M
Net Calls
+$2.31M
Net Calls Change
+$2.33M

Top Buyers

1
CAG
Crestwood Advisors Group
Massachusetts
+$85.5M
2
CAM
Cresset Asset Management
Illinois
+$17.1M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$5.62M
4
Nomura Holdings
Nomura Holdings
Japan
+$4.33M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.4M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$13M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$7.05M
3
UBS Group
UBS Group
Switzerland
-$3.76M
4
IG
ING Group
Netherlands
-$3.44M
5
Bank of America
Bank of America
North Carolina
-$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$214K -$152K -5,000 -41%
DTC
152
Davidson Trust Company
Washington
$212K – – –
CF
153
Cantor Fitzgerald
New York
$212K – – –
PAG
154
Private Advisor Group
New Jersey
$202K -$42.5K -1,399 -17%
CSC
155
Caldwell Sutter Capital
California
$155K +$4.55K +150 +3%
AWM
156
Atticus Wealth Management
Florida
$140K +$910 +30 +0.7%
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$127K +$6.07K +200 +5%
WT
158
Washington Trust
Rhode Island
$126K – – –
DSC
159
Duncker Streett & Co
Missouri
$114K – – –
AAP
160
Arax Advisory Partners
Colorado
$109K +$2.13K +70 +2%
ME
161
McIlrath & Eck
Washington
$107K -$107K -3,532 -50%
AAG
162
Armstrong Advisory Group
Massachusetts
$106K – – –
OA
163
Operose Advisors
Wisconsin
$103K -$167K -5,500 -62%
AIM
164
Anchor Investment Management
South Carolina
$102K – – –
CFGS
165
Concourse Financial Group Securities
Alabama
$98.1K -$19.2K -631 -16%
RFA
166
Register Financial Advisors
Georgia
$97.7K – – –
NFSG
167
Newbridge Financial Services Group
Florida
$91.1K -$97.1K -3,200 -52%
CBT
168
CoreFirst Bank & Trust
Kansas
$83.9K – – –
UB
169
UMB Bank
Missouri
$81.9K -$75.9K -2,500 -48%
VNIM
170
Vaughan Nelson Investment Management
Texas
$79K – – –
NA
171
NewEdge Advisors
Louisiana
$78.2K +$1.4K +46 +2%
SPIA
172
Steward Partners Investment Advisory
New York
$76.9K -$7.59K -250 -9%
TLCM
173
Twin Lakes Capital Management
California
$65.7K +$1.28K +42 +2%
NSIM
174
North Star Investment Management
Illinois
$62.4K +$1.21K +40 +2%
ZB
175
Zions Bancorporation
Utah
$60.7K – – –
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