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AllianceBernstein

297 hedge funds and large institutions have $632M invested in AllianceBernstein in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

8% more funds holding

Funds holding: 275297 (+22)

0.59% more ownership

Funds ownership: 12.87%13.46% (+0.59%)

1% less capital invested

Capital invested by funds: $637M → $632M (-$4.88M)

43% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $22.5M

Holders
297
Holders Change
+22
Holders Change %
+8%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
91
Reduced
63
Closed
20
Calls
$12.7M
Puts
$22.5M
Net Calls
-$9.76M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$293K
BRWM
177
B. Riley Wealth Management
Tennessee
$290K +$3.87K +74 +1%
RGC
178
Roberts, Glore & Co
Illinois
$286K
MOS
179
MGO One Seven
Ohio
$285K -$31.4K -600 -9%
CPO
180
Cerity Partners OCIO
New York
$283K +$40.1K +767 +15%
TI
181
TTP Investments
California
$283K +$303K +5,798 New
MNBTD
182
Moody National Bank Trust Division
Texas
$281K -$1.61M -30,850 -84%
FCH
183
Freestone Capital Holdings
Washington
$277K
ACM
184
AlphaStar Capital Management
North Carolina
$276K +$837 +16 +0.3%
VWA
185
V Wealth Advisors
Kansas
$273K -$53.5K -1,023 -16%
SAM
186
Summit Asset Management
Tennessee
$266K
GWM
187
Geneos Wealth Management
Colorado
$263K +$7.32K +140 +3%
TCWM
188
Total Clarity Wealth Management
Illinois
$262K +$150K +2,866 +114%
UB
189
UMB Bank
Missouri
$259K +$52.3K +1,000 +23%
WT
190
Washington Trust
Rhode Island
$257K
WA
191
Waddell & Associates
Tennessee
$254K +$272K +5,200 New
AA
192
Ancora Advisors
Ohio
$249K
CFSG
193
Clark Financial Services Group
Missouri
$249K
ACA
194
Aptus Capital Advisors
Alabama
$245K
BWM
195
BigSur Wealth Management
Florida
$244K
EWA
196
EP Wealth Advisors
California
$244K
MWM
197
Minot Wealth Management
Massachusetts
$244K
TC
198
Telemus Capital
Michigan
$244K
MWM
199
Meridian Wealth Management
Kentucky
$242K +$259K +4,952 New
TYCC
200
Texas Yale Capital Corp
Florida
$241K +$13.6K +260 +6%

AB Hedge Fund Activity: Q4 2021 in Review

297 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2021, worth a combined $632M — down 0.77% from $637M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AB positions and 20 closed out — a net gain of 26 holders — while 91 added to existing stakes and 63 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.6M. The largest seller was Amundi, cutting an estimated $16.5M.

  • 297 institutional investors held AllianceBernstein (AB) as of Q4 2021, up from 275 in Q3 2021.
  • Funds reported $632M of AllianceBernstein stock for Q4 2021, down 0.77% quarter-over-quarter.
  • 46 funds opened new AllianceBernstein positions in Q4 2021 and 20 closed out, a net change of +26 holders.
  • The largest AllianceBernstein buyer in Q4 2021 was Morgan Stanley, an estimated $29.6M added.
  • The largest AllianceBernstein seller in Q4 2021 was Amundi, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2021.