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AWF

AllianceBernstein Global High Income Fund

90 hedge funds and large institutions have $128M invested in AllianceBernstein Global High Income Fund in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $114M → $128M (+$13.8M)

5% more funds holding

Funds holding: 8690 (+4)

1.69% more ownership

Funds ownership: 9.22%10.91% (+1.7%)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
42
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.4M +$99.4K +7,143 +0.5%
GC
2
Guggenheim Capital
Illinois
$15.3M +$161K +11,569 +1%
Invesco
3
Invesco
Georgia
$12.7M +$2.18M +157,047 +20%
NCM
4
Newgate Capital Management
Connecticut
$9.2M +$3.51M +252,611 +60%
Bank of America
5
Bank of America
North Carolina
$7.12M +$2.09M +150,290 +40%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$5.99M +$3.53M +253,398 +136%
LPL Financial
7
LPL Financial
California
$5.05M +$249K +17,917 +5%
U
8
UBS
Switzerland
$4.84M +$1.05M +75,320 +27%
CIA
9
Capital Investment Advisors
Georgia
$4.65M +$4.76M +342,182 New
Wells Fargo
10
Wells Fargo
California
$4.31M +$16.7K +1,202 +0.4%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$2.97M +$3.04M +218,400 New
Cohen & Steers
12
Cohen & Steers
New York
$2.31M -$31.3K -2,251 -1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.26M +$60.5K +4,349 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.23M -$635K -45,645 -22%
KSCM
15
Kamunting Street Capital Management
Florida
$2M +$373K +26,780 +22%
BTS
16
BB&T Securities
Virginia
$1.71M +$175K +12,550 New
CCM
17
Compton Capital Management
Rhode Island
$1.7M -$97.4K -7,000 -5%
NIMC
18
NWQ Investment Management Company
California
$1.53M -$4.17K -300 -0.3%
CA
19
Cornerstone Advisors
North Carolina
$1.53M +$1.26M +90,399 +410%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.46M -$871K -62,591 -37%
RJA
21
Raymond James & Associates
Florida
$1.44M -$317K -22,756 -18%
NL
22
NWAM LLC
Washington
$1.26M +$42.1K +3,028 +3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.24M -$25.3K -1,815 -2%
MCM
24
Maryland Capital Management
Maryland
$1.2M +$7.51K +540 +0.6%
NPC
25
National Planning Corporation
California
$1.15M +$266K +19,091 +29%

AWF Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in AllianceBernstein Global High Income Fund (AWF) for Q3 2014, worth a combined $128M — up 12% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AWF positions and 11 closed out — a net gain of 4 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $4.76M. The largest seller was Beck Capital Management, exiting entirely with an estimated $1.99M sold.

  • 90 institutional investors held AllianceBernstein Global High Income Fund (AWF) as of Q3 2014, up from 86 in Q2 2014.
  • Funds reported $128M of AllianceBernstein Global High Income Fund stock for Q3 2014, up 12% quarter-over-quarter.
  • 15 funds opened new AllianceBernstein Global High Income Fund positions in Q3 2014 and 11 closed out, a net change of +4 holders.
  • The largest AllianceBernstein Global High Income Fund buyer in Q3 2014 was Capital Investment Advisors, an estimated $4.76M added.
  • The largest AllianceBernstein Global High Income Fund seller in Q3 2014 was Beck Capital Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2014.