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Ameriprise Financial
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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 %
MA
701
Mutual Advisors
Nebraska
$367K +$367K +1,104 New
ZF
702
Zhang Financial
Michigan
$366K +$366K +1,102 New
WTC
703
WhitTier Trust Company
Nevada
$364K +$27.2K +82 +8%
FBFS
704
First Business Financial Services
Wisconsin
$363K – – –
APW
705
Aurora Private Wealth
New Jersey
$362K – – –
IWM
706
IHT Wealth Management
Illinois
$362K +$6.31K +19 +2%
ST
707
Spinnaker Trust
Maine
$360K – – –
LA
708
Legacy Advisors
Pennsylvania
$359K -$16.6K -50 -4%
FFN
709
Focus Financial Network
Minnesota
$359K -$11.3K -34 -3%
HIM
710
Hillsdale Investment Management
Ontario, Canada
$359K – – –
FIBT
711
First International Bank & Trust
North Dakota
$357K +$8.64K +26 +2%
EHC
712
Everett Harris & Co
California
$356K – – –
WSFS
713
Wilmington Savings Fund Society
Delaware
$354K +$665 +2 +0.2%
KFP
714
KMG Fiduciary Partners
Ohio
$352K +$33.9K +102 +11%
KS
715
Karpas Strategies
Connecticut
$352K – – –
AP
716
Americana Partners
Texas
$352K – – –
PA
717
Pinnacle Associates
New York
$343K -$67.1K -202 -16%
TW
718
Transform Wealth
Colorado
$342K -$4.98K -15 -1%
BAM
719
Berkshire Asset Management
Pennsylvania
$342K +$39.2K +118 +13%
KP
720
Keel Point
Alabama
$341K +$19.3K +58 +6%
WIC
721
Woodmont Investment Counsel
Tennessee
$341K -$136K -409 -29%
CMBA
722
C.M. Bidwell & Associates
Hawaii
$338K -$9.97K -30 -3%
3IP
723
3Chopt Investment Partners
Virginia
$338K +$53.5K +161 +19%
HI
724
Harbour Investments
Wisconsin
$335K +$996 +3 +0.3%
DILIC
725
Dai-ichi Life Insurance Company
Japan
$334K -$1.97M -5,925 -85%
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