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AFB

AllianceBernstein National Municipal Income Fund

79 hedge funds and large institutions have $194M invested in AllianceBernstein National Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.29% more ownership

Funds ownership: 60.59%61.89% (+1.3%)

2% more capital invested

Capital invested by funds: $190M → $194M (+$3.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 8179 (-2)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
22
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIG
26
Kennedy Investment Group
New Jersey
$1M -$164K -14,921 -14%
Creative Planning
27
Creative Planning
Kansas
$983K -$196K -17,789 -16%
CIA
28
Capital Investment Advisors
Georgia
$856K -$27.5K -2,501 -3%
IWC
29
Integrated Wealth Concepts
Massachusetts
$842K +$5.11K +464 +0.6%
RIL
30
Rothschild Investment LLC
Illinois
$809K -$62.8K -5,700 -7%
Cohen & Steers
31
Cohen & Steers
New York
$793K
DWM
32
Dakota Wealth Management
Florida
$747K +$284K +25,761 +60%
RP
33
Riverbridge Partners
Minnesota
$718K +$63.4K +5,758 +10%
1CP
34
1607 Capital Partners
Virginia
$708K -$85.9K -7,800 -11%
Ameriprise
35
Ameriprise
Minnesota
$655K -$1.17K -106 -0.2%
Bank of America
36
Bank of America
North Carolina
$628K +$31.7K +2,881 +5%
UBS Group
37
UBS Group
Switzerland
$605K -$287K -26,046 -32%
HighTower Advisors
38
HighTower Advisors
Illinois
$530K -$60.6K -5,505 -10%
MWM
39
Melfa Wealth Management
Massachusetts
$510K
AWA
40
Arete Wealth Advisors
Illinois
$433K +$7.7K +699 +2%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$414K -$18.3K -1,666 -4%
Stifel Financial
42
Stifel Financial
Missouri
$399K -$7.55K -686 -2%
Invesco
43
Invesco
Georgia
$399K +$10.1K +920 +3%
AWM
44
Avior Wealth Management
Nebraska
$365K +$67.1K +6,095 +22%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$343K +$100K +9,124 +41%
PMG
46
ProVise Management Group
Florida
$279K -$2.2K -200 -0.8%
Raymond James Financial
47
Raymond James Financial
Florida
$263K -$5.35K -486 -2%
HIP
48
HUB Investment Partners
Texas
$258K +$2.8K +254 +1%
SAM
49
Smith Asset Management
Florida
$198K
GWM
50
Geneos Wealth Management
Colorado
$175K +$159K +14,402 +844%

AFB Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q1 2025, worth a combined $194M — up 2% from $190M a quarter earlier.

Fund positioning in AFB was balanced in Q1 2025: 7 funds opened new positions, 7 closed out, 22 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.99M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $2.34M.

  • 79 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q1 2025, down from 81 in Q4 2024.
  • Funds reported $194M of AllianceBernstein National Municipal Income Fund stock for Q1 2025, up 2% quarter-over-quarter.
  • 7 funds opened new AllianceBernstein National Municipal Income Fund positions in Q1 2025 and 7 closed out, a net change of 0 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q1 2025 was Karpus Investment Management, an estimated $5.99M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q1 2025 was Hennion & Walsh Asset Management, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2025.