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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 %
HR
201
Howe & Rusling
New York
$125K – – –
CFGS
202
Concourse Financial Group Securities
Alabama
$97K +$40.2K +971 +71%
SN
203
Sittner & Nelson
Oregon
$94K +$20.9K +500 +29%
AWMS
204
Advocacy Wealth Management Services
Georgia
$83K -$3.4K -82 -4%
ZB
205
Zions Bancorporation
Utah
$83K – – –
HI
206
Harbour Investments
Wisconsin
$81K +$81K +1,959 New
BCMLT
207
Beacon Capital Management LLC (Tennessee)
Tennessee
$79K – – –
GWM
208
Guardian Wealth Management
Illinois
$79K +$622 +15 +0.8%
NSIM
209
North Star Investment Management
Illinois
$79K +$1.67K +40 +2%
OA
210
Operose Advisors
Wisconsin
$71K – – –
CG
211
Cutler Group
California
$66K +$8.22K +200 +14%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$62.2K -$2.81M -67,603 -98%
OC
213
Oakworth Capital
Alabama
$62K – – –
SC
214
Sawyer & Company
Massachusetts
$59K – – –
SWM
215
Spire Wealth Management
Virginia
$58K -$4.13K -100 -7%
GGI
216
Godsey & Gibb Inc
Virginia
$58K +$58K +1,400 New
PA
217
Parallel Advisors
California
$53K +$44.6K +1,067 +528%
OIA
218
Optimum Investment Advisors
Illinois
$50K -$41.7K -1,000 -45%
MCM
219
MV Capital Management
Maryland
$50K – – –
Barclays
220
Barclays
United Kingdom
$48K +$41.4K +1,011 +628%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
GWSG
222
GPS Wealth Strategies Group
Colorado
$44K +$948 +23 +2%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$42K -$6.3K -150 -13%
CHC
224
City Holding Co
West Virginia
$42K – – –
HPC
225
HM Payson & Co
Maine
$42K – – –
7 8
9
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