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AllianceBernstein
AB

Overview Fund Activity

257 hedge funds and large institutions have $558M invested in AllianceBernstein in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
81
Reduced
75
Closed
27
Calls
$25.9M
Puts
$30.4M
Net Calls
-$4.56M
Net Calls Change
-$5.51M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$65.3M
2
Bank of America
Bank of America
North Carolina
$33.9M
3
Cerity Partners
Cerity Partners
New York
$10.3M
4
P2P
Phase 2 Partners
California
$7.17M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$8.41M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$49M
2
PI
PEAK6 Investments
Illinois
$583K
3
UBS Group
UBS Group
Switzerland
$26.6M
4
Amundi
Amundi
France
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$164K -$8.12K -222 -5%
WT
177
Washington Trust
Rhode Island
$151K – – –
DSC
178
Duncker Streett & Co
Missouri
$148K – – –
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$146K – – –
ABLA
180
Alan B. Lancz & Associates
Ohio
$146K – – –
AAG
181
Armstrong Advisory Group
Massachusetts
$141K – – –
SPIA
182
Steward Partners Investment Advisory
New York
$134K -$12.1K -332 -8%
AIM
183
Anchor Investment Management
South Carolina
$128K – – –
AAP
184
Arax Advisory Partners
Colorado
$127K +$2.49K +68 +2%
CWA
185
Clearview Wealth Advisors
Oregon
$120K +$2.34K +64 +2%
RFA
186
Register Financial Advisors
Georgia
$118K -$18.3K -500 -13%
CBT
187
CoreFirst Bank & Trust
Kansas
$101K -$3.66K -100 -3%
TRCT
188
Tower Research Capital (TRC)
New York
$96K +$96K +2,628 New
HNB
189
Huntington National Bank
Ohio
$95.1K -$21.9K -600 -19%
VNIM
190
Vaughan Nelson Investment Management
Texas
$95K – – –
NA
191
NewEdge Advisors
Louisiana
$81.5K -$1.13K -31 -1%
TLCM
192
Twin Lakes Capital Management
California
$76.2K +$1.46K +40 +2%
ZB
193
Zions Bancorporation
Utah
$73.1K – – –
NSIM
194
North Star Investment Management
Illinois
$72.5K +$1.28K +35 +2%
GWM
195
Guardian Wealth Management
Illinois
$70.8K +$292 +8 +0.4%
NL
196
NVWM LLC
Pennsylvania
$65.8K – – –
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.8K +$37 +1 +0.1%
SOW
198
State of Wyoming
Wyoming
$57.6K +$57.6K +1,576 New
OC
199
Oakworth Capital
Alabama
$54.8K – – –
IA
200
IFP Advisors
Florida
$51.4K -$48.4K -1,696 -49%
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