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AFB

AllianceBernstein National Municipal Income Fund
AFB

73 hedge funds and large institutions have $127M invested in AllianceBernstein National Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

9% more funds holding

Funds holding: 67 → 73 (+6)

2.03% more ownership

Funds ownership: 32.98% → 35.02% (+2%)

10% less capital invested

Capital invested by funds: $141M → $127M (-$14M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
+$2.36M
2
GC
Guggenheim Capital
Illinois
+$1.5M
3
PPA
Parametric Portfolio Associates
Washington
+$1.42M
4
KeyBank National Association
KeyBank National Association
Ohio
+$840K
5
RCM
Rivernorth Capital Management
Florida
+$664K

Top Sellers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
-$520K
2
AAM
Advisors Asset Management
Colorado
-$460K
3
HighTower Advisors
HighTower Advisors
Illinois
-$381K
4
PMG
ProVise Management Group
Florida
-$266K
5
Millennium Management
Millennium Management
New York
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$600K -$3.81K -284 -0.6%
Osaic Holdings
27
Osaic Holdings
Arizona
$578K -$8.59K -641 -1%
Stifel Financial
28
Stifel Financial
Missouri
$569K -$134K -10,019 -18%
ACP
29
Aviance Capital Partners
Florida
$501K +$911 +68 +0.2%
LPL Financial
30
LPL Financial
California
$496K -$19.7K -1,468 -4%
H6H
31
Hightower 6M Holding
Kansas
$496K +$528K +39,433 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$430K -$114K -8,526 -20%
HWAM
33
Hennion & Walsh Asset Management
New Jersey
$360K +$384K +28,627 New
Truist Financial
34
Truist Financial
North Carolina
$330K – – –
RJT
35
Raymond James Trust
Florida
$299K – – –
VF
36
Virtu Financial
New York
$299K +$318K +23,742 New
MML Investors Services
37
MML Investors Services
Massachusetts
$294K +$110K +8,238 +54%
NFG
38
Nations Financial Group
Iowa
$261K +$278K +20,740 New
SIA
39
Sit Investment Associates
Minnesota
$260K -$165K -12,311 -37%
RJA
40
Raymond James & Associates
Florida
$253K +$114K +8,488 +73%
RIG
41
Ramiah Investment Group
Wisconsin
$241K +$46.5K +3,474 +22%
AWM
42
Accel Wealth Management
Iowa
$225K +$2.77K +207 +1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$211K -$172K -12,845 -43%
RCM
44
Robinson Capital Management
Michigan
$208K +$220K +16,450 New
JWM
45
Jupiter Wealth Management
Colorado
$207K – – –
IAA
46
Ironsides Asset Advisors
North Carolina
$197K +$209K +15,608 New
US Bancorp
47
US Bancorp
Minnesota
$180K – – –
PK
48
Pflug Koory
Nebraska
$169K – – –
SCA
49
SMH Capital Advisors
Texas
$166K +$1.33K +99 +0.8%
KPWS
50
Kestra Private Wealth Services
Texas
$145K – – –
1
2
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AFB Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q1 2022, worth a combined $127M — down 10% from $141M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AFB positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $2.36M. The largest seller was Private Wealth Strategies, cutting an estimated $520K.

  • 73 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $127M of AllianceBernstein National Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 14 funds opened new AllianceBernstein National Municipal Income Fund positions in Q1 2022 and 7 closed out, a net change of +7 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q1 2022 was Vivaldi Capital Management, an estimated $2.36M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q1 2022 was Private Wealth Strategies, an estimated $520K sold.

Based on aggregated 13F filings for Q1 2022.