AllianceBernstein
151 hedge funds and large institutions have $726M invested in AllianceBernstein in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 19 closing their positions.
140% more call options, than puts
Call options by funds: $9.14M | Put options by funds: $3.81M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
6% more funds holding
Funds holding: 142 → 151 (+9)
2% more capital invested
Capital invested by funds: $710M → $726M (+$15.3M)
0.71% more ownership
Funds ownership: 28.2% → 28.92% (+0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.9M |
| 2 |
Citigroup
New York
|
+$15.1M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$13.2M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$10.8M |
| 5 |
Goldman Sachs
New York
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.6M |
| 2 |
RA
Royce & Associates
New York
|
-$10.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$10.1M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
-$8.8M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$5.44M |
AB Hedge Fund Activity: Q4 2014 in Review
151 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q4 2014, worth a combined $726M — up 2.2% from $710M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new AB positions and 19 closed out — a net gain of 12 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Bank of America, adding an estimated $26.9M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.
- 151 institutional investors held AllianceBernstein (AB) as of Q4 2014, up from 142 in Q3 2014.
- Funds reported $726M of AllianceBernstein stock for Q4 2014, up 2.2% quarter-over-quarter.
- 31 funds opened new AllianceBernstein positions in Q4 2014 and 19 closed out, a net change of +12 holders.
- The largest AllianceBernstein buyer in Q4 2014 was Bank of America, an estimated $26.9M added.
- The largest AllianceBernstein seller in Q4 2014 was Morgan Stanley, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2014.