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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 %
FFM
651
Forum Financial Management
Illinois
$477K – – –
SMA
652
Sage Mountain Advisors
Georgia
$475K – – –
IA
653
IFG Advisory
Georgia
$474K +$474K +1,439 New
HI
654
Horizon Investments
North Carolina
$469K +$2.63K +8 +0.6%
CT
655
Cambridge Trust
Massachusetts
$466K -$13.2K -40 -3%
PCM
656
Pointe Capital Management
Michigan
$466K – – –
LWM
657
Lyell Wealth Management
California
$463K – – –
MOS
658
MGO One Seven
Ohio
$461K -$82.8K -251 -15%
SPA
659
Sherbrooke Park Advisers
New York
$461K -$659 -2 -0.1%
MWM
660
Mission Wealth Management
California
$458K +$14.2K +43 +3%
CGL
661
Clarius Group LLC
Washington
$457K -$118K -359 -21%
MAM
662
Martingale Asset Management
Massachusetts
$451K – – –
KIA
663
KLR Investment Advisors
Rhode Island
$446K -$44.7K -146 -9%
CFP
664
Catalyst Financial Partners
Massachusetts
$445K +$16.8K +51 +4%
DCBT
665
Dakota Community Bank & Trust
North Dakota
$443K – – –
CWM
666
Connecticut Wealth Management
Connecticut
$442K +$201K +610 +83%
CCA
667
Checchi Capital Advisers
California
$442K -$7.91K -24 -2%
CI Investments Inc
668
CI Investments Inc
Ontario, Canada
$440K +$11.2K +34 +3%
DJSG
669
D.J. St. Germain
Massachusetts
$439K – – –
PMEF
670
Point72 Middle East FZE
United Arab Emirates
$439K +$439K +1,332 New
MWM
671
Modera Wealth Management
New Jersey
$436K +$28.4K +86 +7%
MAM
672
McLean Asset Management
Virginia
$436K +$329 +1 +0.1%
CFG
673
Carr Financial Group
Massachusetts
$435K – – –
NWM
674
Northcape Wealth Management
New York
$434K – – –
CCIA
675
Campbell & Co Investment Adviser
Maryland
$433K +$433K +1,314 New
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