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Ameriprise Financial
AMP

Overview Fund Activity

1,071 hedge funds and large institutions have $28.6B invested in Ameriprise Financial in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 405 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
110
Increased
332
Reduced
405
Closed
61
Calls
$43.5M
Puts
$47M
Net Calls
-$3.42M
Net Calls Change
-$2.77M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$144M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$127M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$78.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$69.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$60.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$313M
2
BlackRock
BlackRock
New York
-$225M
3
American Century Companies
American Century Companies
Missouri
-$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$100M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
551
Integrated Advisors Network
Texas
$712K -$6.98K -21 -1%
TCA
552
Transcend Capital Advisors
New Jersey
$709K -$42.2K -127 -6%
DCM
553
Dupont Capital Management
Delaware
$701K -$641K -1,930 -48%
LC
554
Lindbrook Capital
California
$701K -$332 -1 -0%
QCM
555
Quantinno Capital Management
New York
$698K +$64.1K +193 +10%
FMTC
556
Farmers & Merchants Trust Company
California
$696K – – –
SWP
557
Stratos Wealth Partners
Ohio
$685K +$36.2K +109 +6%
GA
558
Gateway Advisory
New Jersey
$680K +$346K +1,043 +104%
SCA
559
Stokes Capital Advisors
South Carolina
$679K +$4.98K +15 +0.7%
SF
560
Synovus Financial
Georgia
$679K +$17.6K +53 +3%
MG
561
Mather Group
Illinois
$677K -$272K -818 -29%
FCM
562
FJ Capital Management
Virginia
$675K +$675K +2,033 New
ASA
563
Armstrong Shaw Associates
Connecticut
$671K – – –
KA
564
Kintegral Advisory
New York
$667K – – –
IAA
565
Independent Advisor Alliance
North Carolina
$662K +$38.9K +117 +6%
TA
566
Tectonic Advisors
Texas
$655K +$136K +409 +26%
ONST
567
Old North State Trust
North Carolina
$644K -$17.9K -54 -3%
CG
568
Colony Group
Massachusetts
$642K – – –
SIG
569
Stonegate Investment Group
Alabama
$641K +$13.9K +42 +2%
IA
570
IFP Advisors
Florida
$639K -$45.5K -137 -7%
EWM
571
EPG Wealth Management
Georgia
$633K +$67.1K +202 +12%
ECM
572
Evergreen Capital Management
Washington
$628K +$21.6K +65 +4%
PCG
573
Prosperity Consulting Group
Maryland
$615K – – –
CFG
574
Citizens Financial Group
Rhode Island
$615K -$9.97K -30 -2%
WSTAM
575
Wilbanks Smith & Thomas Asset Management
Virginia
$613K – – –
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