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AFB

AllianceBernstein National Municipal Income Fund

90 hedge funds and large institutions have $182M invested in AllianceBernstein National Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

8% more funds holding

Funds holding: 8390 (+7)

7% more capital invested

Capital invested by funds: $170M → $182M (+$12.6M)

3.37% more ownership

Funds ownership: 53.75%57.12% (+3.4%)

60% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 42

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
17
Reduced
42
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Whitebox Advisors
Minnesota
$1.19M +$1.15M +107,050 New
EDRIA
27
Edmonds Duncan Registered Investment Advisors
Kansas
$1.1M -$34.1K -3,167 -3%
VCM
28
Vivaldi Capital Management
Illinois
$1.1M -$163K -15,115 -13%
UBS Group
29
UBS Group
Switzerland
$960K -$184K -17,121 -17%
RIL
30
Rothschild Investment LLC
Illinois
$891K -$226K -21,000 -21%
IWC
31
Integrated Wealth Concepts
Massachusetts
$890K -$25.6K -2,381 -3%
CIA
32
Capital Investment Advisors
Georgia
$865K -$35.7K -3,311 -4%
1CP
33
1607 Capital Partners
Virginia
$762K -$510K -47,388 -41%
BWG
34
Balanced Wealth Group
Ohio
$762K -$214K -19,861 -22%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$727K -$394K -36,588 -36%
Bank of America
36
Bank of America
North Carolina
$577K -$58.5K -5,433 -9%
NFG
37
Nations Financial Group
Iowa
$529K -$4.31K -400 -0.8%
MWM
38
Melfa Wealth Management
Massachusetts
$525K -$1.69K -157 -0.3%
Cohen & Steers
39
Cohen & Steers
New York
$500K +$53.8K +5,000 +13%
DWM
40
Dakota Wealth Management
Florida
$476K
Ameriprise
41
Ameriprise
Minnesota
$475K +$51.3K +4,763 +13%
HighTower Advisors
42
HighTower Advisors
Illinois
$461K -$14K -1,296 -3%
Invesco
43
Invesco
Georgia
$403K -$657 -61 -0.2%
Stifel Financial
44
Stifel Financial
Missouri
$381K +$3.07K +285 +0.8%
AWA
45
Arete Wealth Advisors
Illinois
$374K -$28.9K -2,683 -7%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$366K +$163K +15,102 +85%
AWM
47
Avior Wealth Management
Nebraska
$353K +$474 +44 +0.1%
LCM
48
Landscape Capital Management
New Jersey
$351K -$91K -8,449 -21%
HIP
49
HUB Investment Partners
Texas
$333K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$299K -$53.8K -5,000 -16%

AFB Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q2 2024, worth a combined $182M — up 7.4% from $170M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AFB positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 42 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.89M. The largest seller was Logan Stone Capital, cutting an estimated $3.33M.

  • 90 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q2 2024, up from 83 in Q1 2024.
  • Funds reported $182M of AllianceBernstein National Municipal Income Fund stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 12 funds opened new AllianceBernstein National Municipal Income Fund positions in Q2 2024 and 5 closed out, a net change of +7 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q2 2024 was Saba Capital Management, an estimated $5.89M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q2 2024 was Logan Stone Capital, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2024.