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Ameriprise Financial
AMP

Overview Fund Activity

919 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+32
Holders Change %
+3.61%
% of All Funds
16.14%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
85
Increased
296
Reduced
336
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M

Top Buyers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$138M
2
Millennium Management
Millennium Management
New York
$115M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$101M
4
MWA
Marshall Wace Asia
Hong Kong
$123M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$143M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$180M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$996M
4
BlackRock
BlackRock
New York
$2.49B
5
LSV Asset Management
LSV Asset Management
Illinois
$539M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
501
Boston Financial Management
Massachusetts
$673K +$111K +419 +20%
BRWM
502
B. Riley Wealth Management
Tennessee
$670K +$670K +2,535 New
BFA
503
Brendel Financial Advisors
New Hampshire
$669K – – –
AIM
504
Achmea Investment Management
Netherlands
$664K +$26.7K +101 +4%
ESCM
505
Echo Street Capital Management
New York
$659K -$21.7K -82 -3%
HC
506
HNP Capital
New York
$655K -$5.28K -20 -0.8%
VRM
507
Vectors Research Management
New York
$655K -$5.28K -20 -0.8%
RIA
508
Realta Investment Advisors
Delaware
$652K – – –
HAG
509
HighPoint Advisor Group
Illinois
$649K +$1.58K +6 +0.2%
BU
510
BBVA USA
Alabama
$647K -$34.6K -131 -5%
CCG
511
Ceeto Capital Group
Florida
$634K – – –
GF
512
Gabelli Funds
New York
$634K – – –
PI
513
Pettee Investors
Connecticut
$634K – – –
QCG
514
Quadrant Capital Group
Ohio
$629K +$528 +2 +0.1%
CFA
515
Carroll Financial Associates
North Carolina
$629K +$2.91K +11 +0.5%
OWM
516
OneAscent Wealth Management
Alabama
$629K +$629K +2,381 New
BSW
517
Buckingham Strategic Wealth
Missouri
$626K – – –
MPI
518
Mairs & Power Inc
Minnesota
$624K – – –
PIM
519
Penobscot Investment Management
Massachusetts
$622K – – –
GAM
520
Guinness Asset Management
United Kingdom
$615K +$275K +1,040 +81%
OWA
521
One Wealth Advisors
California
$601K -$389K -1,474 -39%
Fayez Sarofim & Co
522
Fayez Sarofim & Co
Texas
$594K – – –
IWC
523
Integrated Wealth Concepts
Massachusetts
$590K +$20.9K +79 +4%
SCA
524
Stokes Capital Advisors
South Carolina
$586K +$14.5K +55 +3%
Squarepoint
525
Squarepoint
New York
$586K +$143K +540 +32%
19 20
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