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AFB

AllianceBernstein National Municipal Income Fund
AFB

67 hedge funds and large institutions have $151M invested in AllianceBernstein National Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

4% more capital invested

Capital invested by funds: $146M → $151M (+$5.66M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less ownership

Funds ownership: 35.55% → 34.54% (-1%)

1% less funds holding

Funds holding: 68 → 67 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
26
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.19M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$762K
3
PMG
ProVise Management Group
Florida
+$564K
4
GC
Guggenheim Capital
Illinois
+$432K
5
KIM
Karpus Investment Management
New York
+$256K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.97M
2
PPA
Parametric Portfolio Associates
Washington
-$1.39M
3
Wells Fargo
Wells Fargo
California
-$774K
4
COLIM
City of London Investment Management
United Kingdom
-$716K
5
RCM
Rivernorth Capital Management
Florida
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
SRH Advisors
Kansas
$122K – – –
LB
52
Legacy Bridge
Iowa
$70K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$63K – – –
CFB
54
Cullen/Frost Bankers
Texas
$52K – – –
MA
55
MCF Advisors
Kentucky
$44K +$440 +30 +1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$43K +$41.6K +2,839 New
HI
57
Harbour Investments
Wisconsin
$26K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$23K – – –
TCM
59
Tradewinds Capital Management
Washington
$23K – – –
CI
60
CX Institutional
Indiana
$18K – – –
RCA
61
Ranch Capital Advisors
Florida
$13K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
TAM
63
Tucker Asset Management
Colorado
$8.32K – – –
MA
64
Montag & Associates
Georgia
$5K – – –
PP
65
Pacifica Partners
Canada
$4K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
NFSG
67
Newbridge Financial Services Group
Florida
$2K – – –
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
– -$166K -11,673 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$79K -5,563 Closed
WAP
70
Wealthcare Advisory Partners
Pennsylvania
– -$78K -5,500 Closed
IAIM
71
International Assets Investment Management
Florida
– -$19K -1,285 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$10.7K -732 Closed
PAM
73
Panagora Asset Management
Massachusetts
– +$161 +11 New
1 2
3

AFB Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q2 2021, worth a combined $151M — up 3.9% from $146M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AFB and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 26 added.

The largest buyer was UBS Group, adding an estimated $1.19M. The largest seller was 1607 Capital Partners, cutting an estimated $3.97M.

  • 67 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q2 2021, down from 68 in Q1 2021.
  • Funds reported $151M of AllianceBernstein National Municipal Income Fund stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 4 funds opened new AllianceBernstein National Municipal Income Fund positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q2 2021 was UBS Group, an estimated $1.19M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q2 2021 was 1607 Capital Partners, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2021.