We are live on ! Find out more
AFB

AllianceBernstein National Municipal Income Fund

75 hedge funds and large institutions have $136M invested in AllianceBernstein National Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

3.25% more ownership

Funds ownership: 47.38%50.64% (+3.3%)

6% less funds holding

Funds holding: 8075 (-5)

7% less capital invested

Capital invested by funds: $146M → $136M (-$10.2M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
75
Holders Change
-5
Holders Change %
-6.25%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$549K +$39.2K +3,787 +7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$527K -$212K -20,476 -27%
MWM
28
Melfa Wealth Management
Massachusetts
$498K +$734 +71 +0.1%
DWM
29
Dakota Wealth Management
Florida
$462K -$206K -19,900 -29%
NFG
30
Nations Financial Group
Iowa
$440K
Invesco
31
Invesco
Georgia
$399K -$55.4K -5,357 -11%
Ameriprise
32
Ameriprise
Minnesota
$384K +$49.9K +4,825 +13%
AWA
33
Arete Wealth Advisors
Illinois
$374K -$19K -1,833 -4%
RJA
34
Raymond James & Associates
Florida
$366K +$211K +20,432 +109%
Stifel Financial
35
Stifel Financial
Missouri
$340K +$17K +1,646 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$297K -$207K -19,996 -39%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$288K +$5.62K +543 +2%
PMG
38
ProVise Management Group
Florida
$254K -$5.17K -500 -2%
SIA
39
SkyView Investment Advisors
New Jersey
$247K
PAS
40
Park Avenue Securities
New York
$247K +$19.4K +1,878 +8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$245K +$108K +10,411 +66%
JWM
42
Jupiter Wealth Management
Colorado
$233K +$776 +75 +0.3%
GWM
43
Greenwich Wealth Management
Connecticut
$223K +$910 +88 +0.4%
AFG
44
AFS Financial Group
Maryland
$218K
RJT
45
Raymond James Trust
Florida
$192K -$29K -2,800 -12%
IAA
46
Ironsides Asset Advisors
North Carolina
$191K +$13.4K +1,298 +7%
Osaic Holdings
47
Osaic Holdings
Arizona
$190K +$12.3K +1,186 +6%
Mariner
48
Mariner
Kansas
$184K -$145 -14 -0.1%
FPCP
49
Fort Point Capital Partners
California
$181K +$201K +19,430 New
LCM
50
Landscape Capital Management
New Jersey
$150K +$14.7K +1,422 +10%

AFB Hedge Fund Activity: Q3 2023 in Review

75 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q3 2023, worth a combined $136M — down 7% from $146M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of AFB and 7 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 29 added.

The largest buyer was Saba Capital Management, adding an estimated $12.1M. The largest seller was Karpus Investment Management, cutting an estimated $8.35M.

  • 75 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q3 2023, down from 80 in Q2 2023.
  • Funds reported $136M of AllianceBernstein National Municipal Income Fund stock for Q3 2023, down 7% quarter-over-quarter.
  • 7 funds opened new AllianceBernstein National Municipal Income Fund positions in Q3 2023 and 12 closed out, a net change of -5 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q3 2023 was Saba Capital Management, an estimated $12.1M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q3 2023 was Karpus Investment Management, an estimated $8.35M sold.

Based on aggregated 13F filings for Q3 2023.