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AFB

AllianceBernstein National Municipal Income Fund

81 hedge funds and large institutions have $190M invested in AllianceBernstein National Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

4.99% more ownership

Funds ownership: 55.6%60.59% (+5%)

1% more funds holding

Funds holding: 8081 (+1)

1% more capital invested

Capital invested by funds: $189M → $190M (+$1.3M)

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
27
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.15M -$13.7K -1,210 -1%
BWG
27
Balanced Wealth Group
Ohio
$1.12M +$219K +19,318 +24%
UBS Group
28
UBS Group
Switzerland
$889K -$31K -2,731 -3%
CIA
29
Capital Investment Advisors
Georgia
$884K +$37.1K +3,267 +4%
RIL
30
Rothschild Investment LLC
Illinois
$871K
IWC
31
Integrated Wealth Concepts
Massachusetts
$838K -$33.9K -2,986 -4%
Cohen & Steers
32
Cohen & Steers
New York
$794K
1CP
33
1607 Capital Partners
Virginia
$794K +$76K +6,700 +10%
AA
34
AQR Arbitrage
Connecticut
$768K -$788K -69,444 -50%
Ameriprise
35
Ameriprise
Minnesota
$657K +$176K +15,500 +35%
RP
36
Riverbridge Partners
Minnesota
$656K +$445K +39,236 +186%
Bank of America
37
Bank of America
North Carolina
$597K +$46.8K +4,128 +8%
HighTower Advisors
38
HighTower Advisors
Illinois
$591K +$91.7K +8,083 +17%
MWM
39
Melfa Wealth Management
Massachusetts
$511K -$704 -62 -0.1%
IUHSA
40
Itau Unibanco Holding S.A.
Brazil
$496K +$154K +13,600 New
DWM
41
Dakota Wealth Management
Florida
$468K +$20.4K +1,800 +4%
NFG
42
Nations Financial Group
Iowa
$441K -$22.7K -2,000 -5%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$433K +$45.7K +4,024 +11%
AWA
44
Arete Wealth Advisors
Illinois
$427K +$80.5K +7,090 +22%
Stifel Financial
45
Stifel Financial
Missouri
$407K +$19.7K +1,736 +5%
Invesco
46
Invesco
Georgia
$389K -$3.71K -327 -0.9%
AWM
47
Avior Wealth Management
Nebraska
$299K -$29.7K -2,617 -9%
PMG
48
ProVise Management Group
Florida
$282K +$115K +10,100 +64%
Raymond James Financial
49
Raymond James Financial
Florida
$268K +$280K +24,674 New
HIP
50
HUB Investment Partners
Texas
$256K -$73.2K -6,454 -22%

AFB Hedge Fund Activity: Q4 2024 in Review

81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q4 2024, worth a combined $190M — up 0.69% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AFB positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $6.61M. The largest seller was Morgan Stanley, cutting an estimated $1.44M.

  • 81 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $190M of AllianceBernstein National Municipal Income Fund stock for Q4 2024, up 0.69% quarter-over-quarter.
  • 12 funds opened new AllianceBernstein National Municipal Income Fund positions in Q4 2024 and 8 closed out, a net change of +4 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q4 2024 was Lido Advisors, an estimated $6.61M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2024.