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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 %
SC
201
Sawyer & Company
Massachusetts
$48K – – –
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$46.6K +$10.1K +275 +28%
OIA
203
Optimum Investment Advisors
Illinois
$43.9K – – –
MCM
204
MV Capital Management
Maryland
$43.9K – – –
GRP
205
Global Retirement Partners
California
$41.1K – – –
GWSG
206
GPS Wealth Strategies Group
Colorado
$41.1K +$41.1K +1,123 New
First Manhattan
207
First Manhattan
New York
$36.6K -$2.05M -56,000 -98%
CTC
208
Central Trust Company
Missouri
$36.6K – – –
HPC
209
HM Payson & Co
Maine
$36.6K – – –
PTC
210
Private Trust Company
Ohio
$36.6K +$36.6K +1,000 New
BAAM
211
Baker Avenue Asset Management
California
$36.6K +$36.6K +1,000 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$35K +$25K +675 +250%
GIA
213
GHP Investment Advisors
Colorado
$34.7K +$658 +18 +2%
AWM
214
AllSquare Wealth Management
New York
$34.4K – – –
OLVIG
215
Oliver Lagore Vanvalin Investment Group
Michigan
$34.4K – – –
TC
216
Truvestments Capital
Florida
$33.7K +$5.96K +163 +22%
FHA
217
First Horizon Advisors
Tennessee
$32.9K -$695 -19 -2%
HI
218
Harbour Investments
Wisconsin
$32.6K – – –
KA
219
Kozak & Associates
Colorado
$31.6K +$21.9K +598 +224%
PA
220
Parallel Advisors
California
$29.9K -$16.8K -459 -36%
AF
221
Allworth Financial
California
$29.2K – – –
GA
222
GoalVest Advisory
New York
$28.6K +$4.64K +127 +19%
ADL
223
Asset Dedication LLC
California
$26K – – –
PA
224
PSI Advisors
Florida
$25.6K – – –
WPWM
225
Western Pacific Wealth Management
Illinois
$25.6K – – –
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9
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