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Ameriprise Financial
AMP

Overview Fund Activity

879 hedge funds and large institutions have $22.3B invested in Ameriprise Financial in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 267 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+32
Holders Change %
+3.78%
% of All Funds
15.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
108
Increased
267
Reduced
341
Closed
68
Calls
$47.8M
Puts
$37.6M
Net Calls
+$10.2M
Net Calls Change
+$7.97M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$197M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$584M
3
Invesco
3
Invesco
Georgia
$221M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$54.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$136M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.02B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$239M
4
UBS Group
4
UBS Group
Switzerland
$458M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
501
RFG Advisory
Alabama
$590K +$44.4K +191 +8%
BFA
502
Brendel Financial Advisors
New Hampshire
$589K – – –
VRM
503
Vectors Research Management
New York
$581K – – –
HC
504
HNP Capital
New York
$581K – – –
RWM
505
Ritholtz Wealth Management
New York
$576K +$57.4K +247 +11%
RIA
506
Realta Investment Advisors
Delaware
$573K +$573K +2,467 New
RWA
507
Ropes Wealth Advisors
Massachusetts
$571K -$47.7K -185 -8%
AIL
508
AGF Investments LLC
Ontario, Canada
$567K -$157K -676 -22%
DCM
509
Dupont Capital Management
Delaware
$559K -$172K -739 -24%
PI
510
Pettee Investors
Connecticut
$558K – – –
DW
511
Domani Wealth
Pennsylvania
$558K – – –
CCG
512
Ceeto Capital Group
Florida
$558K – – –
AP
513
Appleton Partners
Massachusetts
$557K -$3.49K -15 -0.6%
CSIC
514
Clifford Swan Investment Counsel
California
$555K -$34.8K -150 -6%
FTDI
515
First Trust Direct Indexing
Massachusetts
$551K +$34.2K +147 +7%
BTWM
516
Baker Tilly Wealth Management
Wisconsin
$551K +$551K +2,369 New
MPI
517
Mairs & Power Inc
Minnesota
$549K – – –
CFA
518
Carroll Financial Associates
North Carolina
$549K – – –
BSW
519
Buckingham Strategic Wealth
Missouri
$549K +$20.9K +90 +4%
PIM
520
Penobscot Investment Management
Massachusetts
$547K – – –
PPCM
521
Pillar Pacific Capital Management
California
$538K -$2.33K -10 -0.4%
FLPIM
522
F.L. Putnam Investment Management
Massachusetts
$536K -$5.58K -24 -1%
Fayez Sarofim & Co
523
Fayez Sarofim & Co
Texas
$523K -$41.8K -180 -7%
LIA
524
LS Investment Advisors
Michigan
$520K -$106K -458 -17%
KPWS
525
Kestra Private Wealth Services
Texas
$517K +$150K +647 +41%
19 20
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