AllianceBernstein
137 hedge funds and large institutions have $572M invested in AllianceBernstein in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 17 closing their positions.
40% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $7.23M
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
16% more capital invested
Capital invested by funds: $491M → $572M (+$81M)
2% more funds holding
Funds holding: 134 → 137 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
1.45% less ownership
Funds ownership: 29.21% → 27.76% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8.03M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$4.59M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.75M |
| 4 |
CIM
Contrarius Investment Management
St. Helier,
Jersey
|
+$3.69M |
| 5 |
WJA
Williams Jones & Associates
New York
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.02M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$6.17M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.59M |
| 4 |
LCS
Levin Capital Strategies
New York
|
-$5.43M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.41M |
AB Hedge Fund Activity: Q1 2014 in Review
137 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2014, worth a combined $572M — up 16% from $491M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AB positions and 17 closed out — a net gain of 3 holders — while 39 added to existing stakes and 39 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $8.03M. The largest seller was Credit Suisse, cutting an estimated $7.02M.
- 137 institutional investors held AllianceBernstein (AB) as of Q1 2014, up from 134 in Q4 2013.
- Funds reported $572M of AllianceBernstein stock for Q1 2014, up 16% quarter-over-quarter.
- 20 funds opened new AllianceBernstein positions in Q1 2014 and 17 closed out, a net change of +3 holders.
- The largest AllianceBernstein buyer in Q1 2014 was Goldman Sachs, an estimated $8.03M added.
- The largest AllianceBernstein seller in Q1 2014 was Credit Suisse, an estimated $7.02M sold.
Based on aggregated 13F filings for Q1 2014.