AllianceBernstein
275 hedge funds and large institutions have $637M invested in AllianceBernstein in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 20 closing their positions.
80% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 20
35% more call options, than puts
Call options by funds: $30.6M | Put options by funds: $22.8M
5% more funds holding
Funds holding: 263 → 275 (+12)
3% more capital invested
Capital invested by funds: $617M → $637M (+$20.2M)
3% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 67
0.32% less ownership
Funds ownership: 13.19% → 12.87% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$9.4M |
| 2 |
Citigroup
New York
|
+$6.34M |
| 3 |
JP Morgan Chase
New York
|
+$6.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.74M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
| 2 |
Amundi
Paris,
France
|
-$10.8M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$8.26M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.44M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$2.46M |
AB Hedge Fund Activity: Q3 2021 in Review
275 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2021, worth a combined $637M — up 3.3% from $617M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AB positions and 20 closed out — a net gain of 16 holders — while 69 added to existing stakes and 67 trimmed.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $9.4M. The largest seller was Fidelity Investments, cutting an estimated $21M.
- 275 institutional investors held AllianceBernstein (AB) as of Q3 2021, up from 263 in Q2 2021.
- Funds reported $637M of AllianceBernstein stock for Q3 2021, up 3.3% quarter-over-quarter.
- 36 funds opened new AllianceBernstein positions in Q3 2021 and 20 closed out, a net change of +16 holders.
- The largest AllianceBernstein buyer in Q3 2021 was CIBC Private Wealth Group, an estimated $9.4M added.
- The largest AllianceBernstein seller in Q3 2021 was Fidelity Investments, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2021.