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Ameriprise Financial
AMP

Overview Fund Activity

753 hedge funds and large institutions have $16B invested in Ameriprise Financial in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 253 increasing their positions, 275 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-48
Holders Change %
-5.99%
% of All Funds
16.54%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
54
Increased
253
Reduced
275
Closed
97
Calls
$47.1M
Puts
$82M
Net Calls
-$34.9M
Net Calls Change
-$20.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.98B
2
Boston Partners
Boston Partners
Massachusetts
$202M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$841M
4
Allianz Asset Management
Allianz Asset Management
Germany
$116M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$141M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$258M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
UBS Group
UBS Group
Switzerland
$427M
4
CVA
Ceredex Value Advisors
Florida
$0
5
EAM
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
726
Glassman Wealth Services
Virginia
$4K -$480 -3 -11%
AAP
727
Arax Advisory Partners
Colorado
$4K – – –
PO
728
Private Ocean
California
$4K – – –
TFO
729
Tarbox Family Office
California
$4K – – –
NC
730
NewSquare Capital
Pennsylvania
$4K – – –
FIB
731
First Interstate Bank
Montana
$3K -$33.2K -221 -92%
LWM
732
Liberty Wealth Management
California
$3K -$14.9K -99 -83%
EWA
733
Evolution Wealth Advisors
Florida
$3K – – –
ATC
734
Adirondack Trust Company
New York
$3K – – –
PWMG
735
Prestige Wealth Management Group
New Jersey
$3K – – –
HR
736
Howe & Rusling
New York
$3K +$167 +1 +6%
FGAM
737
Financial Gravity Asset Management
Texas
$3K +$474 +3 +19%
HH
738
HWG Holdings
Texas
$2K -$190K -1,329 -99%
THWM
739
Taylor Hoffman Wealth Management
Virginia
$2K – – –
CIR
740
Clear Investment Research
Georgia
$2K – – –
NR
741
Newfound Research
Massachusetts
$2K +$125 +1 +7%
WWM
742
Willingdon Wealth Management
North Carolina
$2K +$2K +13 New
JWA
743
JFS Wealth Advisors
Pennsylvania
$2K +$2K +15 New
FPFS
744
First Personal Financial Services
North Carolina
$1K – – –
1832 Asset Management
745
1832 Asset Management
Ontario, Canada
$1K – – –
AWM
746
Avior Wealth Management
Nebraska
$1K – – –
NSB
747
Norway Savings Bank
Maine
$1K – – –
IRC
748
Investors Research Corp
Georgia
$1K – – –
PWP
749
Personal Wealth Partners
Minnesota
$1K +$1K +6 New
UB
750
UMB Bank
Missouri
$371 -$21 -142 -5%
28 29
30
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