AllianceBernstein
179 hedge funds and large institutions have $571M invested in AllianceBernstein in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
43% more call options, than puts
Call options by funds: $7.42M | Put options by funds: $5.18M
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
3% more funds holding
Funds holding: 174 → 179 (+5)
4% less capital invested
Capital invested by funds: $597M → $571M (-$25.1M)
2.54% less ownership
Funds ownership: 23.03% → 20.48% (-2.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$8.06M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.77M |
| 3 |
JP Morgan Chase
New York
|
+$5.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.72M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$22.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$9.22M |
| 5 |
Morgan Stanley
New York
|
-$7.53M |
AB Hedge Fund Activity: Q2 2018 in Review
179 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2018, worth a combined $571M — down 4.2% from $597M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AB positions and 16 closed out — a net gain of 7 holders — while 52 added to existing stakes and 45 trimmed.
The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $8.06M. The largest seller was Goldman Sachs, cutting an estimated $22.7M.
- 179 institutional investors held AllianceBernstein (AB) as of Q2 2018, up from 174 in Q1 2018.
- Funds reported $571M of AllianceBernstein stock for Q2 2018, down 4.2% quarter-over-quarter.
- 23 funds opened new AllianceBernstein positions in Q2 2018 and 16 closed out, a net change of +7 holders.
- The largest AllianceBernstein buyer in Q2 2018 was Weiss Multi-Strategy Advisers, an estimated $8.06M added.
- The largest AllianceBernstein seller in Q2 2018 was Goldman Sachs, an estimated $22.7M sold.
Based on aggregated 13F filings for Q2 2018.