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Ameriprise Financial

1,155 hedge funds and large institutions have $32.8B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+76
Holders Change %
+7.04%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
167
Increased
336
Reduced
438
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
526
HM Payson & Co
Maine
$1.04M
IAA
527
Independent Advisor Alliance
North Carolina
$1.04M +$148K +391 +17%
Jacobs Levy Equity Management
528
Jacobs Levy Equity Management
New Jersey
$1.02M -$37.2K -98 -4%
SS
529
Simplicity Solutions
Minnesota
$1.02M -$14.8K -39 -1%
BFG
530
Bleakley Financial Group
New Jersey
$1.02M -$14.8K -39 -1%
PCS
531
Personal CFO Solutions
New Jersey
$1.01M -$1.9K -5 -0.2%
PAM
532
Paradigm Asset Management
New York
$988K -$38K -100 -4%
GCM
533
Gator Capital Management
Florida
$988K
CIC
534
Chase Investment Counsel
Virginia
$987K +$987K +2,600 New
LNC
535
Lincoln National Corp
Pennsylvania
$983K +$259K +682 +36%
Fayez Sarofim & Co
536
Fayez Sarofim & Co
Texas
$980K
PIM
537
Penobscot Investment Management
Massachusetts
$979K -$32.3K -85 -3%
TMAM
538
Tokio Marine Asset Management
Japan
$971K +$101K +266 +12%
BL
539
Balentine LLC
Georgia
$970K +$140K +369 +17%
BFA
540
Brendel Financial Advisors
New Hampshire
$962K
LSAG
541
Lake Street Advisors Group
New Hampshire
$946K +$946K +2,492 New
IWC
542
Integrated Wealth Concepts
Massachusetts
$939K -$428K -1,127 -31%
VRM
543
Vectors Research Management
New York
$938K
UH
544
Unigestion Holding
Switzerland
$936K -$263K -692 -22%
FI
545
FJ Investments
Utah
$931K +$931K +2,450 New
FIM
546
Freedom Investment Management
Connecticut
$927K +$121K +318 +15%
CA
547
Clearstead Advisors
Ohio
$918K -$909K -2,393 -50%
SEC
548
Seven Eight Capital
New York
$906K -$477K -1,255 -34%
CF
549
Copperwynd Financial
Arizona
$905K -$14.1K -37 -2%
C
550
Certuity
Florida
$904K +$347K +913 +62%