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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Sepio Capital
Utah
$212K +$221K +840 New
FI
727
Financial Insights
Washington
$211K +$220K +836 New
VWA
728
V Wealth Advisors
Kansas
$211K +$220K +837 New
HH
729
Hilltop Holdings
Texas
$210K -$2.37K -9 -1%
GWSG
730
GPS Wealth Strategies Group
Colorado
$210K +$4.74K +18 +2%
WANY
731
Wealthspire Advisors (New York)
New York
$210K +$219K +834 New
HBT
732
Hills Bank & Trust
Iowa
$209K
QCM
733
Quantinno Capital Management
New York
$209K +$218K +829 New
MSAM
734
Moloney Securities Asset Management
Missouri
$209K +$218K +830 New
OWM
735
OneAscent Wealth Management
Alabama
$206K -$10.5K -40 -5%
GAM
736
Gotham Asset Management
New York
$206K +$215K +817 New
LIM
737
Leavell Investment Management
Alabama
$205K +$214K +812 New
WTB
738
Washington Trust Bank
Washington
$205K +$214K +814 New
WTA
739
Washington Trust Advisors
Massachusetts
$204K -$32.9K -125 -13%
HC
740
Hamilton Capital
Ohio
$204K +$214K +812 New
CDH
741
Charles D. Hyman
$202K -$263K -1,000 -55%
EWA
742
EverSource Wealth Advisors
Alabama
$202K -$25.8K -98 -11%
S
743
Seeyond
France
$202K -$11.3K -43 -5%
CAL
744
Capital Analysts LLC
Pennsylvania
$202K
VFA
745
Valeo Financial Advisors
Indiana
$201K +$209K +796 New
WSFS
746
Wilmington Savings Fund Society
Delaware
$201K +$209K +796 New
SC
747
Schulhoff & Co
Ohio
$201K +$210K +800 New
HI
748
Harbour Investments
Wisconsin
$198K
ST
749
Smithfield Trust
Pennsylvania
$198K +$2.63K +10 +1%
SIM
750
Sentry Investment Management
Wisconsin
$184K