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AllianceBernstein
AB

Overview Fund Activity

277 hedge funds and large institutions have $465M invested in AllianceBernstein in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
89
Reduced
72
Closed
37
Calls
$35.9M
Puts
$39.4M
Net Calls
-$3.45M
Net Calls Change
-$7.1M

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$8.43M
2
PI
PEAK6 Investments
Illinois
+$4.04M
3
MHI
Miller Howard Investments
New York
+$3.12M
4
AA
ALPS Advisors
Colorado
+$2.47M
5
LPL Financial
LPL Financial
California
+$1.12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.02M
2
Bank of America
Bank of America
North Carolina
-$5.75M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.46M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.53M
5
UBS Group
UBS Group
Switzerland
-$3.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
TIAA FSB
Florida
$216K +$216K +5,198 New
TC
177
Telemus Capital
Michigan
$208K – – –
EWA
178
EP Wealth Advisors
California
$208K – – –
BWM
179
BigSur Wealth Management
Florida
$208K – – –
CCG
180
Coastwise Capital Group
California
$208K +$208K +4,993 New
TYCC
181
Texas Yale Capital Corp
Florida
$206K – – –
ACM
182
AlphaStar Capital Management
North Carolina
$205K +$749 +18 +0.4%
BIAS
183
Beacon Investment Advisory Services
New Jersey
$202K – – –
CWM
184
Cornerstone Wealth Management
Missouri
$200K -$6.57K -158 -3%
AWM
185
Atticus Wealth Management
Florida
$186K +$1.16K +28 +0.6%
TH
186
TCTC Holdings
Texas
$177K – – –
ABLA
187
Alan B. Lancz & Associates
Ohio
$176K +$176K +4,000 New
DSC
188
Duncker Streett & Co
Missouri
$168K -$5.52K -133 -3%
AIM
189
Anchor Investment Management
South Carolina
$167K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$166K +$8.04K +194 +5%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$166K +$166K +4,000 New
GWM
192
Geneos Wealth Management
Colorado
$164K -$7.44K -177 -4%
IA
193
IFP Advisors
Florida
$150K – – –
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$144K +$58.1K +1,399 +68%
CWA
195
Clearview Wealth Advisors
Oregon
$141K +$2.95K +71 +2%
WT
196
Washington Trust
Rhode Island
$139K – – –
NL
197
NVWM LLC
Pennsylvania
$138K – – –
CBT
198
CoreFirst Bank & Trust
Kansas
$135K – – –
CJL
199
Cyrus J. Lawrence
New York
$131K – – –
HNB
200
Huntington National Bank
Ohio
$125K – – –
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