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AllianceBernstein

143 hedge funds and large institutions have $591M invested in AllianceBernstein in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $3.32M

0.62% less ownership

Funds ownership: 26.4%25.78% (-0.62%)

3% less capital invested

Capital invested by funds: $611M → $591M (-$19.8M)

8% less funds holding

Funds holding: 155143 (-12)

28% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 53

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
143
Holders Change
-12
Holders Change %
-7.74%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
38
Reduced
53
Closed
20
Calls
$12.7M
Puts
$3.32M
Net Calls
+$9.37M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141M -$2.55M -109,403 -2%
American Century Companies
2
American Century Companies
Missouri
$47.4M -$3.1M -133,116 -6%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$37M
Bank of America
4
Bank of America
North Carolina
$33.7M +$2.21M +94,840 +7%
Allianz Asset Management
5
Allianz Asset Management
Germany
$33M +$3.8M +163,000 +13%
Franklin Resources
6
Franklin Resources
California
$31.9M -$43.8K -1,881 -0.1%
RA
7
Royce & Associates
New York
$24.7M
PI
8
Putnam Investments
Massachusetts
$21.8M -$1.35M -57,883 -6%
Wells Fargo
9
Wells Fargo
California
$20.7M +$208K +8,931 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$15.5M
Morgan Stanley
11
Morgan Stanley
New York
$12.5M -$1.35M -58,074 -10%
GF
12
Gabelli Funds
New York
$11.7M -$699K -30,000 -6%
PIM
13
Perkins Investment Management
Illinois
$10.1M -$2M -85,679 -16%
Deutsche Bank
14
Deutsche Bank
Germany
$9.91M -$3.75M -160,915 -27%
Goldman Sachs
15
Goldman Sachs
New York
$8.85M -$294K -12,633 -3%
FIM
16
Foresters Investment Management
New York
$8.6M +$62.9K +2,700 +0.7%
CS
17
Credit Suisse
Switzerland
$7.79M -$289K -12,419 -4%
RIM
18
Ranger International Management
Illinois
$7.76M -$2.46M -105,370 -24%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$7.65M
NIPH
20
NN Investment Partners Holdings
Netherlands
$6.45M +$168K +7,200 +3%
GI
21
GAMCO Investors
Connecticut
$5.76M -$352K -15,100 -6%
SIM
22
Sadoff Investment Management
Wisconsin
$5.39M -$18.6K -800 -0.3%
Stifel Financial
23
Stifel Financial
Missouri
$5.34M +$20.7K +890 +0.4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$4.53M -$133K -5,700 -3%
UCFA
25
United Capital Financial Advisors
Texas
$4.42M -$141K -6,057 -3%

AB Hedge Fund Activity: Q2 2016 in Review

143 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q2 2016, worth a combined $591M — down 3.2% from $611M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of AB and 9 opened new positions — a net loss of 11 holders — while 53 trimmed existing stakes and 38 added.

The largest buyer was Allianz Asset Management, adding an estimated $3.8M. The largest seller was Deutsche Bank, cutting an estimated $3.75M.

  • 143 institutional investors held AllianceBernstein (AB) as of Q2 2016, down from 155 in Q1 2016.
  • Funds reported $591M of AllianceBernstein stock for Q2 2016, down 3.2% quarter-over-quarter.
  • 9 funds opened new AllianceBernstein positions in Q2 2016 and 20 closed out, a net change of -11 holders.
  • The largest AllianceBernstein buyer in Q2 2016 was Allianz Asset Management, an estimated $3.8M added.
  • The largest AllianceBernstein seller in Q2 2016 was Deutsche Bank, an estimated $3.75M sold.

Based on aggregated 13F filings for Q2 2016.