AllianceBernstein
262 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.
107% more capital invested
Capital invested by funds: $405M → $837M (+$433M)
32% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 59
3.04% more ownership
Funds ownership: 11.23% → 14.27% (+3%)
4% more call options, than puts
Call options by funds: $22.9M | Put options by funds: $22M
0% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 35
2% less funds holding
Funds holding: 267 → 262 (-5)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$49.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$44.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.1M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$11.7M |
| 5 |
Citigroup
New York
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.3M |
| 2 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$8.24M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$4.05M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.08M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$2.66M |
AB Hedge Fund Activity: Q4 2022 in Review
262 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2022, worth a combined $837M — up 107% from $405M a quarter earlier.
Fund positioning in AB was balanced in Q4 2022: 35 funds opened new positions, 35 closed out, 78 added to existing stakes and 59 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $49.8M. The largest seller was Wells Fargo, cutting an estimated $12.3M.
- 262 institutional investors held AllianceBernstein (AB) as of Q4 2022, down from 267 in Q3 2022.
- Funds reported $837M of AllianceBernstein stock for Q4 2022, up 107% quarter-over-quarter.
- 35 funds opened new AllianceBernstein positions in Q4 2022 and 35 closed out, a net change of 0 holders.
- The largest AllianceBernstein buyer in Q4 2022 was JP Morgan Chase, an estimated $49.8M added.
- The largest AllianceBernstein seller in Q4 2022 was Wells Fargo, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2022.