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AllianceBernstein

267 hedge funds and large institutions have $405M invested in AllianceBernstein in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 60 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 11.25%11.23% (-0.02%)

4% less funds holding

Funds holding: 279267 (-12)

13% less capital invested

Capital invested by funds: $466M → $405M (-$60.9M)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

38% less call options, than puts

Call options by funds: $26M | Put options by funds: $42M

Holders
267
Holders Change
-12
Holders Change %
-4.3%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
87
Reduced
60
Closed
44
Calls
$26M
Puts
$42M
Net Calls
-$16M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$46.3M -$5.57M -131,722 -9%
Morgan Stanley
2
Morgan Stanley
New York
$32.9M +$6.63M +156,814 +20%
JP Morgan Chase
3
JP Morgan Chase
New York
$21.8M +$20.6M +488,591 +370%
Wells Fargo
4
Wells Fargo
California
$17.7M -$21.3K -505 -0.1%
UBS Group
5
UBS Group
Switzerland
$17.3M +$4.15M +98,299 +25%
Franklin Resources
6
Franklin Resources
California
$17M -$1.27M -30,029 -6%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.1M -$4.89M -115,804 -24%
Bank of America
8
Bank of America
North Carolina
$12.7M +$848K +20,076 +6%
PI
9
PEAK6 Investments
Illinois
$11.9M +$8.23M +194,675 +135%
LPL Financial
10
LPL Financial
California
$10M +$429K +10,147 +4%
BIM
11
Bridgecreek Investment Management
Oklahoma
$8.27M -$42.3K -1,000 -0.4%
Citigroup
12
Citigroup
New York
$7.12M +$5.49M +129,987 +178%
SIM
13
Sadoff Investment Management
Wisconsin
$7.02M -$181K -4,280 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.57M +$509K +12,042 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.54M +$83.5K +1,976 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.31M -$48.7K -1,153 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.77M -$92.6K -2,190 -2%
Stifel Financial
18
Stifel Financial
Missouri
$4.49M -$20.4K -482 -0.4%
DADC
19
D.A. Davidson & Co
Montana
$4.3M +$249K +5,903 +5%
UCFA
20
United Capital Financial Advisors
Texas
$3.95M -$1.06K -25 -0%
GF
21
Gabelli Funds
New York
$3.9M -$21.1K -500 -0.4%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$3.56M -$484K -11,462 -10%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.4M +$194K +4,596 +5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.37M +$395K +9,349 +11%
EIP
25
Epoch Investment Partners
New York
$3.34M -$124K -2,936 -3%

AB Hedge Fund Activity: Q3 2022 in Review

267 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein (AB) for Q3 2022, worth a combined $405M — down 13% from $466M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of AB and 35 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 87 added.

The largest buyer was JP Morgan Chase, adding an estimated $20.6M. The largest seller was Deutsche Bank, exiting entirely with an estimated $9.66M sold.

  • 267 institutional investors held AllianceBernstein (AB) as of Q3 2022, down from 279 in Q2 2022.
  • Funds reported $405M of AllianceBernstein stock for Q3 2022, down 13% quarter-over-quarter.
  • 35 funds opened new AllianceBernstein positions in Q3 2022 and 44 closed out, a net change of -9 holders.
  • The largest AllianceBernstein buyer in Q3 2022 was JP Morgan Chase, an estimated $20.6M added.
  • The largest AllianceBernstein seller in Q3 2022 was Deutsche Bank, an estimated $9.66M sold.

Based on aggregated 13F filings for Q3 2022.