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AFB

AllianceBernstein National Municipal Income Fund
AFB

67 hedge funds and large institutions have $151M invested in AllianceBernstein National Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

4% more capital invested

Capital invested by funds: $146M → $151M (+$5.66M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less ownership

Funds ownership: 35.55% → 34.54% (-1%)

1% less funds holding

Funds holding: 68 → 67 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.19M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$762K
3
PMG
ProVise Management Group
Florida
+$564K
4
GC
Guggenheim Capital
Illinois
+$432K
5
KIM
Karpus Investment Management
New York
+$256K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.97M
2
PPA
Parametric Portfolio Associates
Washington
-$1.39M
3
Wells Fargo
Wells Fargo
California
-$774K
4
COLIM
City of London Investment Management
United Kingdom
-$716K
5
RCM
Rivernorth Capital Management
Florida
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aviance Capital Partners
Florida
$804K +$130K +8,889 +20%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$790K +$13.6K +929 +2%
Osaic Holdings
28
Osaic Holdings
Arizona
$749K -$16K -1,088 -2%
LPL Financial
29
LPL Financial
California
$695K -$37.4K -2,547 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$660K -$27.5K -1,878 -4%
SBH
31
Segall Bryant & Hamill
Illinois
$652K -$51.3K -3,500 -8%
KAS
32
Kestra Advisory Services
Texas
$613K +$1.88K +128 +0.3%
6M
33
6 Meridian
Kansas
$399K -$52.5K -3,577 -12%
Truist Financial
34
Truist Financial
North Carolina
$399K – – –
RJT
35
Raymond James Trust
Florida
$362K – – –
Citigroup
36
Citigroup
New York
$340K +$1.91K +130 +0.6%
KIM
37
Karpus Investment Management
New York
$266K +$256K +17,477 New
AWM
38
Accel Wealth Management
Iowa
$262K +$2.44K +166 +1%
JWM
39
Jupiter Wealth Management
Colorado
$245K +$6.6K +450 +3%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$222K +$112K +7,604 +109%
US Bancorp
41
US Bancorp
Minnesota
$218K +$22K +1,500 +12%
RIG
42
Ramiah Investment Group
Wisconsin
$218K +$3.24K +221 +2%
PHS
43
Pekin Hardy Strauss
Illinois
$205K – – –
PK
44
Pflug Koory
Nebraska
$204K – – –
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$201K – – –
SCA
46
SMH Capital Advisors
Texas
$200K +$193K +13,166 New
SWM
47
Spire Wealth Management
Virginia
$188K -$63.8K -4,350 -26%
KPWS
48
Kestra Private Wealth Services
Texas
$175K – – –
PAS
49
Park Avenue Securities
New York
$172K +$4.09K +279 +3%
RJA
50
Raymond James & Associates
Florida
$153K -$55.6K -3,788 -27%
1
2
3

AFB Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q2 2021, worth a combined $151M — up 3.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AFB and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 26 added.

The largest buyer was UBS Group, adding an estimated $1.19M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 67 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q2 2021, down from 68 in Q1 2021.
  • Funds reported $151M of AllianceBernstein National Municipal Income Fund stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 4 funds opened new AllianceBernstein National Municipal Income Fund positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q2 2021 was UBS Group, an estimated $1.19M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q2 2021 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2021.