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AFB

AllianceBernstein National Municipal Income Fund
AFB

73 hedge funds and large institutions have $143M invested in AllianceBernstein National Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

12% more funds holding

Funds holding: 65 → 73 (+8)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $139M → $143M (+$4.41M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.12% less ownership

Funds ownership: 34.61% → 34.49% (-0.12%)

Holders
73
Holders Change
+8
Holders Change %
+12.31%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$688K
2
KAS
Kestra Advisory Services
Texas
+$511K
3
PMG
ProVise Management Group
Florida
+$231K
4
Millennium Management
Millennium Management
New York
+$218K
5
BPA
Beacon Pointe Advisors
California
+$139K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$791K
2
KIM
Karpus Investment Management
New York
-$592K
3
Invesco
Invesco
Georgia
-$524K
4
PPA
Parametric Portfolio Associates
Washington
-$302K
5
VCM
Vivaldi Capital Management
Illinois
-$272K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$858K +$1.97K +142 +0.2%
AWA
27
Arete Wealth Advisors
Illinois
$853K +$3.81K +275 +0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$774K +$14.7K +1,058 +2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$746K -$68.4K -4,932 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$715K -$21.2K -1,531 -3%
SBH
31
Segall Bryant & Hamill
Illinois
$671K – – –
LPL Financial
32
LPL Financial
California
$658K +$109K +7,880 +21%
ACP
33
Aviance Capital Partners
Florida
$612K +$1.8K +130 +0.3%
6M
34
6 Meridian
Kansas
$430K +$6.89K +497 +2%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$387K -$211K -15,192 -36%
Truist Financial
36
Truist Financial
North Carolina
$382K +$25.5K +1,839 +7%
RJT
37
Raymond James Trust
Florida
$343K – – –
Citigroup
38
Citigroup
New York
$313K +$45K +3,246 +18%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$296K -$651 -47 -0.2%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$292K – – –
Invesco
41
Invesco
Georgia
$280K -$524K -37,778 -66%
RJA
42
Raymond James & Associates
Florida
$268K -$791K -57,086 -75%
PHS
43
Pekin Hardy Strauss
Illinois
$252K – – –
PMG
44
ProVise Management Group
Florida
$240K +$231K +16,650 New
AWM
45
Accel Wealth Management
Iowa
$232K +$223K +16,091 New
Millennium Management
46
Millennium Management
New York
$227K +$218K +15,713 New
DWM
47
Dakota Wealth Management
Florida
$209K – – –
PK
48
Pflug Koory
Nebraska
$193K – – –
RIG
49
Ramiah Investment Group
Wisconsin
$190K -$30.9K -2,229 -14%
US Bancorp
50
US Bancorp
Minnesota
$184K – – –
1
2
3 4

AFB Hedge Fund Activity: Q4 2020 in Review

73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q4 2020, worth a combined $143M — up 3.2% from $139M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AFB positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $688K. The largest seller was Raymond James & Associates, cutting an estimated $791K.

  • 73 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q4 2020, up from 65 in Q3 2020.
  • Funds reported $143M of AllianceBernstein National Municipal Income Fund stock for Q4 2020, up 3.2% quarter-over-quarter.
  • 11 funds opened new AllianceBernstein National Municipal Income Fund positions in Q4 2020 and 3 closed out, a net change of +8 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q4 2020 was City of London Investment Management, an estimated $688K added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q4 2020 was Raymond James & Associates, an estimated $791K sold.

Based on aggregated 13F filings for Q4 2020.