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Ameriprise Financial
AMP

Overview Fund Activity

1,079 hedge funds and large institutions have $28B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 345 increasing their positions, 392 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
88
Increased
345
Reduced
392
Closed
64
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$201M
2
Barclays
Barclays
United Kingdom
+$45M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$35.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
3
LSV Asset Management
LSV Asset Management
Illinois
-$90.3M
4
LAM
L2 Asset Management
Massachusetts
-$83.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
626
Plimoth Trust
Massachusetts
$524K -$29.7K -90 -5%
DEA
627
DoubleLine ETF Adviser
Florida
$521K +$4.95K +15 +1%
SIA
628
Schechter Investment Advisors
Michigan
$518K -$9.23K -28 -2%
GIA
629
Gladstone Institutional Advisory
Florida
$517K -$12.9K -39 -2%
EWA
630
EP Wealth Advisors
California
$512K +$39.6K +120 +8%
VSQM
631
V-Square Quantitative Management
Illinois
$510K +$240K +728 +89%
COCM
632
Charter Oak Capital Management
New Hampshire
$509K – – –
VBFG
633
Vishria Bird Financial Group
Tennessee
$509K +$30.7K +93 +6%
AWM
634
Accel Wealth Management
Iowa
$508K -$5.27K -16 -1%
CWM
635
Congress Wealth Management
Massachusetts
$504K -$330 -1 -0.1%
ZF
636
Zhang Financial
Michigan
$501K +$138K +419 +38%
BP
637
Ballentine Partners
Massachusetts
$499K +$2.64K +8 +0.5%
KWM
638
Kolinsky Wealth Management
New Jersey
$497K -$330 -1 -0.1%
WBC
639
Westpac Banking Corp
Australia
$495K -$2.1M -6,374 -81%
GF
640
Gabelli Funds
New York
$495K – – –
CBA
641
Coastal Bridge Advisors
Connecticut
$490K +$989 +3 +0.2%
GW
642
GW & Wade
Massachusetts
$488K +$239K +725 +96%
EGA
643
Eagle Global Advisors
Texas
$488K – – –
IA
644
Insight Advisors
Pennsylvania
$487K -$14.2K -43 -3%
1W
645
1776 Wealth
Georgia
$485K -$20.1K -61 -4%
TW
646
TrinityPoint Wealth
Connecticut
$485K +$117K +356 +32%
RB
647
Renasant Bank
Mississippi
$484K +$54.1K +164 +13%
BCM
648
Becker Capital Management
Oregon
$484K -$115K -350 -19%
C
649
Certuity
Florida
$484K +$97.6K +296 +25%
FMAEN1
650
Fund Management at Engine No 1
California
$484K +$36.6K +111 +8%
24 25
26
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