AllianceBernstein
176 hedge funds and large institutions have $556M invested in AllianceBernstein in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 10 closing their positions.
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
32% more call options, than puts
Call options by funds: $6.25M | Put options by funds: $4.75M
17% more capital invested
Capital invested by funds: $474M → $556M (+$82.3M)
17% more funds holding
Funds holding: 151 → 176 (+25)
2.8% more ownership
Funds ownership: 20.91% → 23.71% (+2.8%)
10% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$10.2M |
| 2 |
Morgan Stanley
New York
|
+$8.4M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$7.17M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.56M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.94M |
Top Sellers
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.85M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$1.01M |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
-$606K |
| 5 |
RA
Royce & Associates
New York
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCG
176
Private Capital Group
West Hartford,
Connecticut
| $12 | +$7.6K | +301 | New |
|
|
BI
177
Bramshill Investments
Naples,
Florida
| – | -$2.2M | -90,558 | Closed |
|
|
RGC
178
Roberts, Glore & Co
Deerfield,
Illinois
| – | -$257K | -10,571 | Closed |
|
|
NPC
179
National Planning Corporation
El Segundo,
California
| – | -$248K | -10,207 | Closed |
|
|
PA
180
Pinnacle Associates
New York
| – | -$237K | -9,750 | Closed |
|
|
GW
181
GW & Wade
Wellesley,
Massachusetts
| – | -$220K | -9,046 | Closed |
|
|
PCM
182
Penserra Capital Management
Orinda,
California
| – | -$28K | -1,188 | Closed |
|
|
AIM
183
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$24K | -1,000 | Closed |
|
|
MCIA
184
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$13K | -528 | Closed |
|
|
NFG
185
Next Financial Group
Houston,
Texas
| – | -$5K | -200 | Closed |
|
186
BlackRock
New York
| – | -$2K | -100 | Closed |
|
AB Hedge Fund Activity: Q4 2017 in Review
176 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2017, worth a combined $556M — up 17% from $474M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new AB positions and 10 closed out — a net gain of 25 holders — while 45 added to existing stakes and 41 trimmed.
The largest buyer was Wells Fargo, adding an estimated $10.2M. The largest seller was Bramshill Investments, exiting entirely with an estimated $2.2M sold.
- 176 institutional investors held AllianceBernstein (AB) as of Q4 2017, up from 151 in Q3 2017.
- Funds reported $556M of AllianceBernstein stock for Q4 2017, up 17% quarter-over-quarter.
- 35 funds opened new AllianceBernstein positions in Q4 2017 and 10 closed out, a net change of +25 holders.
- The largest AllianceBernstein buyer in Q4 2017 was Wells Fargo, an estimated $10.2M added.
- The largest AllianceBernstein seller in Q4 2017 was Bramshill Investments, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2017.