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Ameriprise Financial
AMP

Overview Fund Activity

879 hedge funds and large institutions have $22.3B invested in Ameriprise Financial in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 267 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+32
Holders Change %
+3.78%
% of All Funds
15.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
108
Increased
267
Reduced
341
Closed
68
Calls
$47.8M
Puts
$37.6M
Net Calls
+$10.2M
Net Calls Change
+$7.97M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$197M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$584M
3
Invesco
3
Invesco
Georgia
$221M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$54.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$136M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.02B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$239M
4
UBS Group
4
UBS Group
Switzerland
$458M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Spinnaker Trust
Maine
$260K – – –
KS
652
Karpas Strategies
Connecticut
$260K – – –
SI
653
Stephens Inc
Arkansas
$257K – – –
CCM
654
Coldstream Capital Management
Washington
$257K +$2.79K +12 +1%
AWCI
655
Alpine Woods Capital Investors
New York
$256K – – –
BS
656
Banco Santander
Spain
$256K +$256K +1,101 New
IC
657
Intersect Capital
California
$255K +$255K +1,099 New
APW
658
Aurora Private Wealth
New Jersey
$254K – – –
IC
659
IEQ Capital
California
$253K +$253K +1,089 New
AIA
660
Affinity Investment Advisors
California
$252K -$3.49K -15 -1%
CCA
661
Checchi Capital Advisers
California
$250K -$10.5K -45 -4%
EF
662
Empirical Finance
Pennsylvania
$249K – – –
CCM
663
Compton Capital Management
Rhode Island
$249K – – –
HI
664
Harbour Investments
Wisconsin
$247K +$247K +1,062 New
EWM
665
Evercore Wealth Management
New York
$246K -$21.8K -94 -8%
B
666
Barings
North Carolina
$246K – – –
FMT
667
First Mercantile Trust
Tennessee
$245K -$205K -883 -46%
WTB
668
Washington Trust Bank
Washington
$245K -$4.66K -20 -2%
CDH
669
Charles D. Hyman
$244K -$29.3K -126 -11%
BDF
670
Balasa Dinverno & Foltz
$244K -$12.3K -53 -5%
JWCA
671
J.W. Coons Advisors
Ohio
$243K -$90K -390 -27%
ONB
672
Old National Bancorp
Indiana
$243K +$243K +1,045 New
RT
673
Rockland Trust
Massachusetts
$242K – – –
SGA
674
Strategic Global Advisors
California
$241K -$1.52M -6,538 -86%
CG
675
Caprock Group
Idaho
$240K +$240K +1,031 New
25 26
27
28 29