We are live on ! Find out more
AB icon

AllianceBernstein

292 hedge funds and large institutions have $556M invested in AllianceBernstein in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

14% more call options, than puts

Call options by funds: $29M | Put options by funds: $25.4M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1.54% less ownership

Funds ownership: 13.46%11.92% (-1.5%)

2% less funds holding

Funds holding: 297292 (-5)

12% less capital invested

Capital invested by funds: $632M → $556M (-$76.6M)

Holders
292
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
92
Reduced
79
Closed
29
Calls
$29M
Puts
$25.4M
Net Calls
+$3.65M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$72.2M -$5.18M -111,464 -7%
Morgan Stanley
2
Morgan Stanley
New York
$43.5M -$6M -129,120 -12%
Franklin Resources
3
Franklin Resources
California
$24.7M
Wells Fargo
4
Wells Fargo
California
$23.6M +$889K +19,115 +4%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.6M +$11.5M +248,055 +98%
UBS Group
6
UBS Group
Switzerland
$23M -$7.26M -156,073 -24%
Bank of America
7
Bank of America
North Carolina
$22.6M -$1.43M -30,697 -6%
BIM
8
Bridgecreek Investment Management
Oklahoma
$11.7M -$267K -5,750 -2%
LPL Financial
9
LPL Financial
California
$11.7M +$1.17M +25,176 +11%
JP Morgan Chase
10
JP Morgan Chase
New York
$11.3M -$8.95M -192,545 -44%
Deutsche Bank
11
Deutsche Bank
Germany
$10.9M -$1.77K -38 -0%
SIM
12
Sadoff Investment Management
Wisconsin
$9.61M -$17K -365 -0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.55M -$693K -14,902 -8%
Citadel Advisors
14
Citadel Advisors
Florida
$8.32M -$2.04M -43,940 -20%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.17M -$262K -5,644 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$7.74M +$402K +8,649 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.57M +$832K +17,884 +15%
AIM
18
Artemis Investment Management
United Kingdom
$6.44M -$2.18M -46,978 -26%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$6.43M -$204K -4,394 -3%
Stifel Financial
20
Stifel Financial
Missouri
$6.02M -$17.8K -383 -0.3%
UCFA
21
United Capital Financial Advisors
Texas
$5.58M -$92.2K -1,983 -2%
DADC
22
D.A. Davidson & Co
Montana
$5.42M +$304K +6,528 +6%
GF
23
Gabelli Funds
New York
$5.25M
NIG
24
NFJ Investment Group
Texas
$4.21M -$6.14K -132 -0.1%
RJA
25
Raymond James & Associates
Florida
$4.13M +$704K +15,141 +21%

AB Hedge Fund Activity: Q1 2022 in Review

292 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q1 2022, worth a combined $556M — down 12% from $632M a quarter earlier.

Fund positioning in AB was balanced in Q1 2022: 29 funds opened new positions, 29 closed out, 92 added to existing stakes and 79 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $11.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $13.9M sold.

  • 292 institutional investors held AllianceBernstein (AB) as of Q1 2022, down from 297 in Q4 2021.
  • Funds reported $556M of AllianceBernstein stock for Q1 2022, down 12% quarter-over-quarter.
  • 29 funds opened new AllianceBernstein positions in Q1 2022 and 29 closed out, a net change of 0 holders.
  • The largest AllianceBernstein buyer in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $11.5M added.
  • The largest AllianceBernstein seller in Q1 2022 was Arrowstreet Capital, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.