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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 %
TAM
676
Trust Asset Management
Texas
$409K – – –
PFP
677
Pinnacle Financial Partners
Tennessee
$408K -$56.1K -169 -12%
WSCM
678
Wellington Shields Capital Management
New York
$405K – – –
WC
679
Weil Company
California
$399K – – –
VFA
680
Valeo Financial Advisors
Indiana
$397K -$185K -556 -32%
PCM
681
Penserra Capital Management
California
$396K -$2.16M -6,521 -84%
C
682
Certuity
Florida
$389K +$169K +509 +77%
Capstone Investment Advisors
683
Capstone Investment Advisors
New York
$388K -$196K -590 -34%
BG
684
Benedetti & Gucer
Georgia
$388K -$16K -48 -4%
APA
685
Astoria Portfolio Advisors
New York
$386K +$11.6K +34 +3%
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$383K – – –
SB
687
Sunflower Bank
Texas
$381K +$1.99K +6 +0.5%
CIP
688
Convergence Investment Partners
Florida
$380K +$380K +1,143 New
EW
689
Enzi Wealth
Texas
$380K – – –
OR
690
Olympiad Research
Connecticut
$379K +$134K +402 +54%
EWM
691
Evercore Wealth Management
New York
$378K +$61.1K +184 +19%
PCM
692
Prelude Capital Management
New York
$377K +$79.4K +239 +27%
CCM
693
Carlson Capital Management
Minnesota
$376K +$4.65K +14 +1%
I
694
INVST
Indiana
$374K +$4.32K +13 +1%
EP
695
Eudaimonia Partners
Tennessee
$372K +$14.6K +44 +4%
B
696
Bailard
California
$372K -$7.64K -23 -2%
GRP
697
Global Retirement Partners
California
$371K -$17.6K -53 -5%
WKSWA
698
White Knight Strategic Wealth Advisors
New Jersey
$370K – – –
TW
699
TrinityPoint Wealth
Connecticut
$370K +$370K +1,114 New
BWA
700
Burt Wealth Advisors
Maryland
$369K – – –
26 27
28
29 30