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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 %
GCM
601
Gallacher Capital Management
Colorado
$541K +$263K +793 +95%
RWM
602
Ritholtz Wealth Management
New York
$539K -$22.6K -68 -4%
FPCP
603
Fort Point Capital Partners
California
$538K +$996 +3 +0.2%
GC
604
Grimes & Company
Massachusetts
$538K +$1.99K +6 +0.4%
HCMG
605
Howard Capital Management Group
California
$534K -$9.97K -30 -2%
GIA
606
Gladstone Institutional Advisory
Florida
$533K +$12K +36 +2%
AA
607
Ancora Advisors
Ohio
$532K – – –
KIA
608
KLR Investment Advisors
Rhode Island
$532K +$20.6K +62 +4%
SIA
609
Schechter Investment Advisors
Michigan
$531K -$25.3K -76 -5%
BCV
610
Banque Cantonale Vaudoise
Switzerland
$523K -$831K -2,500 -61%
IAS
611
Insigneo Advisory Services
Florida
$523K -$12.3K -37 -2%
DEA
612
DoubleLine ETF Adviser
Florida
$520K +$124K +373 +31%
GA
613
Geller Advisors
New York
$518K +$518K +1,560 New
AWM
614
Accel Wealth Management
Iowa
$518K +$5.65K +17 +1%
COCM
615
Charter Oak Capital Management
New Hampshire
$513K – – –
1W
616
1776 Wealth
Georgia
$509K -$145K -436 -22%
SI
617
Stephens Inc
Arkansas
$509K +$80.7K +243 +19%
CWM
618
Congress Wealth Management
Massachusetts
$508K -$6.64K -20 -1%
SCA
619
Snowden Capital Advisors
New York
$508K +$70.1K +211 +16%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$507K +$507K +1,527 New
IA
621
Insight Advisors
Pennsylvania
$505K -$59.8K -180 -11%
KWM
622
Kolinsky Wealth Management
New Jersey
$501K +$25.9K +78 +5%
BP
623
Ballentine Partners
Massachusetts
$500K +$664 +2 +0.1%
QC
624
Quent Capital
New York
$499K +$5.98K +18 +1%
ECM
625
Estabrook Capital Management
New York
$498K – – –
23 24
25
26 27