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AFB

AllianceBernstein National Municipal Income Fund
AFB

73 hedge funds and large institutions have $127M invested in AllianceBernstein National Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

9% more funds holding

Funds holding: 67 → 73 (+6)

2.03% more ownership

Funds ownership: 32.98% → 35.02% (+2%)

10% less capital invested

Capital invested by funds: $141M → $127M (-$14M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
26
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
+$2.36M
2
GC
Guggenheim Capital
Illinois
+$1.5M
3
PPA
Parametric Portfolio Associates
Washington
+$1.42M
4
KeyBank National Association
KeyBank National Association
Ohio
+$840K
5
RCM
Rivernorth Capital Management
Florida
+$664K

Top Sellers

Rank Fund Capital Flow
1
PWS
Private Wealth Strategies
Ohio
-$520K
2
AAM
Advisors Asset Management
Colorado
-$460K
3
HighTower Advisors
HighTower Advisors
Illinois
-$381K
4
PMG
ProVise Management Group
Florida
-$266K
5
Millennium Management
Millennium Management
New York
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Park Avenue Securities
New York
$144K +$3.97K +296 +3%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$132K +$80 +6 +0.1%
SA
53
SRH Advisors
Kansas
$101K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$88K – – –
FAG
55
Fortitude Advisory Group
Washington
$79K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$76K +$81K +6,047 New
FPB
57
First PREMIER Bank
South Dakota
$59K +$63K +4,700 New
IA
58
IFP Advisors
Florida
$58K +$59.9K +4,474 New
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$52K – – –
CFB
60
Cullen/Frost Bankers
Texas
$43K – – –
AWM
61
Avior Wealth Management
Nebraska
$42K +$549 +41 +1%
MA
62
MCF Advisors
Kentucky
$38K +$40K +2,982 New
HA
63
Herold Advisors
New York
$37.8K +$40.2K +3,000 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$36K – – –
LWP
65
Laurel Wealth Planning
Minnesota
$30K +$32.2K +2,400 New
TCM
66
Tradewinds Capital Management
Washington
$19K – – –
Bessemer Group
67
Bessemer Group
New Jersey
$8K +$4.23K +316 +104%
APA
68
American Portfolios Advisors
New York
$7.38K +$7.85K +586 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$7K -$643 -48 -8%
TAM
70
Tucker Asset Management
Colorado
$6.89K – – –
MA
71
Montag & Associates
Georgia
$4K – – –
PP
72
Pacifica Partners
Canada
$3K – – –
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
HighTower Advisors
74
HighTower Advisors
Illinois
– -$381K -25,765 Closed
Millennium Management
75
Millennium Management
New York
– -$222K -15,021 Closed
1 2
3
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AFB Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein National Municipal Income Fund (AFB) for Q1 2022, worth a combined $127M — down 10% from $141M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AFB positions and 7 closed out — a net gain of 7 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Vivaldi Capital Management, opening a new position worth an estimated $2.36M. The largest seller was Private Wealth Strategies, cutting an estimated $520K.

  • 73 institutional investors held AllianceBernstein National Municipal Income Fund (AFB) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $127M of AllianceBernstein National Municipal Income Fund stock for Q1 2022, down 10% quarter-over-quarter.
  • 14 funds opened new AllianceBernstein National Municipal Income Fund positions in Q1 2022 and 7 closed out, a net change of +7 holders.
  • The largest AllianceBernstein National Municipal Income Fund buyer in Q1 2022 was Vivaldi Capital Management, an estimated $2.36M added.
  • The largest AllianceBernstein National Municipal Income Fund seller in Q1 2022 was Private Wealth Strategies, an estimated $520K sold.

Based on aggregated 13F filings for Q1 2022.