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Ameriprise Financial

847 hedge funds and large institutions have $18.9B invested in Ameriprise Financial in 2020 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 232 increasing their positions, 315 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+80
Holders Change %
+10.43%
% of All Funds
15.03%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
141
Increased
232
Reduced
315
Closed
51
Calls
$30.4M
Puts
$28.2M
Net Calls
+$2.2M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
676
TrustCore Financial Services
Tennessee
$171K
LPIC
677
LeJeune Puetz Investment Counsel
Michigan
$165K
HFM
678
Harvest Fund Management
China
$164K +$94.3K +486 +135%
PGAM
679
Princeton Global Asset Management
New Jersey
$163K
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$162K
WT
681
Whittier Trust
California
$161K -$54.2K -280 -25%
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$157K +$157K +808 New
CAL
683
Capital Analysts LLC
Pennsylvania
$154K +$1.56K +8 +1%
IAS
684
IMA Advisory Services
Colorado
$153K
GRP
685
Global Retirement Partners
California
$153K +$583 +3 +0.4%
MA
686
Montag & Associates
Georgia
$149K +$149K +768 New
ST
687
Smithfield Trust
Pennsylvania
$148K -$135K -695 -48%
HBT
688
Hills Bank & Trust
Iowa
$148K
Carson Wealth (CWM LLC)
689
Carson Wealth (CWM LLC)
Nebraska
$144K
BAM
690
Barrett Asset Management
New York
$142K
FWM
691
Focused Wealth Management
New York
$136K -$63.1K -325 -32%
VFA
692
Valeo Financial Advisors
Indiana
$136K -$3.49K -18 -3%
ACM
693
AUA Capital Management
Pennsylvania
$130K
MAM
694
Meeder Asset Management
Ohio
$125K -$878K -4,500 -88%
CCM
695
Covington Capital Management
California
$120K
DWA
696
Dougherty Wealth Advisers
Minnesota
$117K
BAM
697
Belpointe Asset Management
Nevada
$114K +$114K +585 New
WT
698
Washington Trust
Rhode Island
$108K +$57.7K +298 +115%
SFS
699
Sowell Financial Services
Arkansas
$106K +$64.8K +335 +157%
PFBT
700
Parkside Financial Bank & Trust
Missouri
$105K +$1.75K +9 +2%