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AllianceBernstein

155 hedge funds and large institutions have $611M invested in AllianceBernstein in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $10.9M | Put options by funds: $3.11M

15% more capital invested

Capital invested by funds: $530M → $611M (+$81.6M)

1.99% less ownership

Funds ownership: 28.4%26.4% (-2%)

4% less funds holding

Funds holding: 162155 (-7)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 56

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
34
Reduced
56
Closed
22
Calls
$10.9M
Puts
$3.11M
Net Calls
+$7.77M
Net Calls Change
+$758K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138M +$11.6M +574,077 +10%
American Century Companies
2
American Century Companies
Missouri
$50.7M +$6.7M +330,229 +18%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$37.2M
Franklin Resources
4
Franklin Resources
California
$32.1M -$117K -5,747 -0.4%
Bank of America
5
Bank of America
North Carolina
$31.7M -$585K -28,851 -2%
Allianz Asset Management
6
Allianz Asset Management
Germany
$29.4M -$61K -3,006 -0.2%
RA
7
Royce & Associates
New York
$24.8M -$1.06M -52,000 -5%
PI
8
Putnam Investments
Massachusetts
$23.3M -$6.73M -331,641 -25%
Wells Fargo
9
Wells Fargo
California
$20.6M +$669K +32,961 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$15.6M
Morgan Stanley
11
Morgan Stanley
New York
$13.9M -$991K -48,819 -8%
Deutsche Bank
12
Deutsche Bank
Germany
$13.7M +$2.57M +126,409 +27%
GF
13
Gabelli Funds
New York
$12.4M -$1.32M -65,000 -11%
PIM
14
Perkins Investment Management
Illinois
$12.2M -$9.37M -461,745 -47%
RIM
15
Ranger International Management
Illinois
$10.3M -$584K -28,770 -6%
Goldman Sachs
16
Goldman Sachs
New York
$9.19M -$13.2M -648,506 -62%
FIM
17
Foresters Investment Management
New York
$8.59M +$26.4K +1,300 +0.4%
CS
18
Credit Suisse
Switzerland
$8.12M -$1.57M -77,266 -18%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$7.69M +$389K +19,192 +6%
SEI Investments
20
SEI Investments
Pennsylvania
$6.77M +$315K +15,500 +6%
NIPH
21
NN Investment Partners Holdings
Netherlands
$6.32M +$5.47M +269,800 New
GI
22
GAMCO Investors
Connecticut
$6.14M -$21.3K -1,050 -0.4%
SIM
23
Sadoff Investment Management
Wisconsin
$5.44M -$36.5K -1,800 -0.8%
Stifel Financial
24
Stifel Financial
Missouri
$5.35M -$3.27M -161,017 -41%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$4.69M -$227K -11,200 -5%

AB Hedge Fund Activity: Q1 2016 in Review

155 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2016, worth a combined $611M — up 15% from $530M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of AB and 15 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 34 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $11.6M. The largest seller was Goldman Sachs, cutting an estimated $13.2M.

  • 155 institutional investors held AllianceBernstein (AB) as of Q1 2016, down from 162 in Q4 2015.
  • Funds reported $611M of AllianceBernstein stock for Q1 2016, up 15% quarter-over-quarter.
  • 15 funds opened new AllianceBernstein positions in Q1 2016 and 22 closed out, a net change of -7 holders.
  • The largest AllianceBernstein buyer in Q1 2016 was Manulife (Manufacturers Life Insurance), an estimated $11.6M added.
  • The largest AllianceBernstein seller in Q1 2016 was Goldman Sachs, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2016.