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AllianceBernstein
AB

Overview Fund Activity

274 hedge funds and large institutions have $637M invested in AllianceBernstein in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+11
Holders Change %
+4.18%
% of All Funds
4.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
69
Reduced
67
Closed
21
Calls
$30.6M
Puts
$22.8M
Net Calls
+$7.86M
Net Calls Change
-$1.98M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$9.45M
2
Citigroup
2
Citigroup
New York
$13.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13M
4
UBS Group
4
UBS Group
Switzerland
$30.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.96M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.4M
2
Amundi
2
Amundi
France
$19.8M
3
Franklin Resources
3
Franklin Resources
California
$28.4M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$0
5
MHI
5
Miller Howard Investments
New York
$7.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
176
Contravisory Investment Management
Massachusetts
$273K – – –
JIC
177
Joel Isaacson & Co
New York
$271K +$4.71K +95 +2%
SAM
178
Summit Asset Management
Tennessee
$270K – – –
GWM
179
Geneos Wealth Management
Colorado
$266K +$16.6K +328 +7%
WT
180
Washington Trust
Rhode Island
$261K – – –
CAN
181
Claraphi Advisory Network
United States
$258K +$11.3K +228 +5%
CFSG
182
Clark Financial Services Group
Missouri
$253K – – –
AA
183
Ancora Advisors
Ohio
$253K +$4.96K +100 +2%
CPO
184
Cerity Partners OCIO
New York
$250K – – –
EWA
185
EP Wealth Advisors
California
$248K – – –
TC
186
Telemus Capital
Michigan
$248K – – –
BWM
187
BigSur Wealth Management
Florida
$248K – – –
ACA
188
Aptus Capital Advisors
Alabama
$248K – – –
MWM
189
Minot Wealth Management
Massachusetts
$248K – – –
AIC
190
Ameritas Investment Company
Nebraska
$248K +$15.3K +310 +7%
NL
191
NVWM LLC
Pennsylvania
$242K – – –
SWM
192
SeaCrest Wealth Management
New York
$242K – – –
BIAS
193
Beacon Investment Advisory Services
New Jersey
$241K – – –
AIM
194
Anchor Investment Management
South Carolina
$236K +$545 +11 +0.2%
CWM
195
Centric Wealth Management
Illinois
$236K – – –
TYCC
196
Texas Yale Capital Corp
Florida
$232K -$18.6K -375 -7%
WB
197
WesBanco Bank
West Virginia
$231K +$231K +4,665 New
SPC
198
Sigma Planning Corp
Michigan
$227K +$227K +4,580 New
BBA
199
BLB&B Advisors
Pennsylvania
$224K -$99.2K -2,001 -31%
IIC
200
Ironwood Investment Counsel
Arizona
$223K – – –
6 7
8
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