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AllianceBernstein
AB

Overview Fund Activity

261 hedge funds and large institutions have $837M invested in AllianceBernstein in 2022 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
-5
Holders Change %
-1.88%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
78
Reduced
59
Closed
35
Calls
$22.9M
Puts
$22M
Net Calls
+$945K
Net Calls Change
+$17M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$355M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$67.5M
3
American Century Companies
3
American Century Companies
Missouri
$43M
4
UBS Group
4
UBS Group
Switzerland
$28.2M
5
Citigroup
5
Citigroup
New York
$15.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.97M
2
PI
2
PEAK6 Investments
Illinois
$4M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$42.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.43K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
176
Duncker Streett & Co
Missouri
$139K – – –
CSPIA
177
Cary Street Partners Investment Advisory
Virginia
$137K +$137K +4,000 New
SPIA
178
Steward Partners Investment Advisory
New York
$137K – – –
AAG
179
Armstrong Advisory Group
Massachusetts
$132K +$132K +3,845 New
RFA
180
Register Financial Advisors
Georgia
$128K +$128K +3,718 New
AIM
181
Anchor Investment Management
South Carolina
$121K -$17.2K -500 -12%
AAP
182
Arax Advisory Partners
Colorado
$117K +$1.75K +51 +2%
RBC
183
Romano Brothers & Co
Illinois
$112K +$112K +3,250 New
CWA
184
Clearview Wealth Advisors
Oregon
$111K +$1.69K +49 +2%
HNB
185
Huntington National Bank
Ohio
$110K -$24.1K -700 -18%
IA
186
IFP Advisors
Florida
$103K -$51.9K -1,761 -33%
CBT
187
CoreFirst Bank & Trust
Kansas
$98.5K – – –
FCA
188
Fortis Capital Advisors
Kansas
$95.8K +$95.8K +2,787 New
VNIM
189
Vaughan Nelson Investment Management
Texas
$89K +$89K +2,600 New
TLCM
190
Twin Lakes Capital Management
California
$70.2K +$1.07K +31 +2%
ZB
191
Zions Bancorporation
Utah
$68.7K – – –
NSIM
192
North Star Investment Management
Illinois
$66.9K +$1.03K +30 +2%
GWM
193
Guardian Wealth Management
Illinois
$66.3K +$516 +15 +0.8%
NL
194
NVWM LLC
Pennsylvania
$61.9K -$52K -1,512 -46%
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.1K +$69 +2 +0.1%
OC
196
Oakworth Capital
Alabama
$51.6K – – –
CSC
197
Caldwell Sutter Capital
California
$49K +$49K +1,425 New
GGI
198
Godsey & Gibb Inc
Virginia
$48.1K +$48.1K +1,400 New
SC
199
Sawyer & Company
Massachusetts
$48K – – –
PA
200
Parallel Advisors
California
$43.9K +$69 +2 +0.2%
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