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AllianceBernstein
AB

Overview Fund Activity

226 hedge funds and large institutions have $563M invested in AllianceBernstein in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
+27
Holders Change %
+13.57%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
65
Reduced
51
Closed
25
Calls
$20.4M
Puts
$17.7M
Net Calls
+$2.75M
Net Calls Change
+$6.15M

Top Buyers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$5.54M
2
JAM
2
Jupiter Asset Management
United Kingdom
$5.18M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$32.7M
4
AU
4
Algebris (UK)
United Kingdom
$3.28M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.16M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.7M
3
FP
3
Foundry Partners
Minnesota
$9.67M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
MYLI
5
Meiji Yasuda Life Insurance
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
176
Steward Partners Investment Advisory
New York
$61K -$20.3K -600 -25%
SC
177
Sawyer & Company
Massachusetts
$60K -$60.7K -1,790 -50%
CBT
178
CoreFirst Bank & Trust
Kansas
$58K +$58K +1,740 New
NSIM
179
North Star Investment Management
Illinois
$56K +$1.14K +34 +2%
OC
180
Oakworth Capital
Alabama
$51K – – –
PCG
181
Private Capital Group
Connecticut
$48K +$31.6K +930 +193%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$44K +$10.2K +300 +30%
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$43K – – –
FWM
184
FSA Wealth Management
Massachusetts
$37K +$37K +1,096 New
CHC
185
City Holding Co
West Virginia
$34K – – –
HPC
186
HM Payson & Co
Maine
$34K – – –
TH
187
TCTC Holdings
Texas
$34K +$34K +996 New
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
GEA
189
Glen Eagle Advisors
New Jersey
$30.4K – – –
FHA
190
First Horizon Advisors
Tennessee
$30K – – –
NFG
191
Next Financial Group
Texas
$30K +$5.11K +150 +21%
VFA
192
Valeo Financial Advisors
Indiana
$29K +$3.41K +100 +13%
GI
193
Gradient Investments
Minnesota
$27K – – –
RCA
194
Ranch Capital Advisors
Florida
$24K – – –
SWM
195
Selective Wealth Management
Virginia
$24K +$9.53K +280 +66%
ADL
196
Asset Dedication LLC
California
$24K +$24K +700 New
COCM
197
Charter Oak Capital Management
New Hampshire
$22K +$22K +650 New
TC
198
Truvestments Capital
Florida
$21K +$21K +648 New
JCM
199
Jacobi Capital Management
Pennsylvania
$20K – – –
HIM
200
Hillsdale Investment Management
Ontario, Canada
$20K – – –
6 7
8
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