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Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
551
Essex Financial Services
Connecticut
$638K +$71.4K +233 +13%
CI
552
Cavalier Investments
Georgia
$637K +$28.2K +92 +5%
GW
553
GW & Wade
Massachusetts
$632K +$17.5K +57 +3%
BFM
554
Boston Financial Management
Massachusetts
$629K +$9.2K +30 +1%
TMAM
555
Tokio Marine Asset Management
Japan
$626K +$31.6K +103 +5%
SCA
556
Stokes Capital Advisors
South Carolina
$622K
ASA
557
Armstrong Shaw Associates
Connecticut
$619K
KA
558
Kintegral Advisory
New York
$616K -$33.1K -108 -5%
EWS
559
Evergreen Wealth Solutions
Pennsylvania
$613K -$64.9K -212 -10%
ONST
560
Old North State Trust
North Carolina
$611K +$31.3K +102 +5%
SF
561
Synovus Financial
Georgia
$611K -$11K -36 -2%
MAM
562
Martingale Asset Management
Massachusetts
$609K +$609K +1,988 New
BAM
563
Belpointe Asset Management
Nevada
$609K +$70.5K +230 +13%
1W
564
1776 Wealth
Georgia
$603K +$2.15K +7 +0.4%
PCM
565
Pennsylvania Capital Management
Pennsylvania
$601K
SWP
566
Stratos Wealth Partners
Ohio
$599K -$31.9K -104 -5%
CG
567
Colony Group
Massachusetts
$593K -$613 -2 -0.1%
QCM
568
Quantinno Capital Management
New York
$585K +$293K +955 +100%
SIG
569
Stonegate Investment Group
Alabama
$578K +$1.23K +4 +0.2%
CFG
570
Citizens Financial Group
Rhode Island
$576K +$263K +858 +84%
IAA
571
Independent Advisor Alliance
North Carolina
$575K +$575K +1,876 New
PCG
572
Prosperity Consulting Group
Maryland
$568K
WSTAM
573
Wilbanks Smith & Thomas Asset Management
Virginia
$566K -$29.1K -95 -5%
Dodge & Cox
574
Dodge & Cox
California
$560K
ECM
575
Evergreen Capital Management
Washington
$559K +$17.5K +57 +3%