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Ameriprise Financial
AMP

Overview Fund Activity

1,079 hedge funds and large institutions have $28B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 345 increasing their positions, 392 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
88
Increased
345
Reduced
392
Closed
64
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$201M
2
Barclays
Barclays
United Kingdom
+$45M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$35.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
3
LSV Asset Management
LSV Asset Management
Illinois
-$90.3M
4
LAM
L2 Asset Management
Massachusetts
-$83.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
726
United Capital Financial Advisors
Texas
$353K -$103K -313 -23%
BB
727
Busey Bank
Illinois
$351K +$37.3K +113 +12%
APA
728
Astoria Portfolio Advisors
New York
$350K -$6.96K -22 -2%
KS
729
Karpas Strategies
Connecticut
$349K – – –
WANY
730
Wealthspire Advisors (New York)
New York
$345K +$46.5K +141 +16%
KP
731
Keel Point
Alabama
$341K +$2.31K +7 +0.7%
BAM
732
Berkshire Asset Management
Pennsylvania
$339K – – –
WIC
733
Woodmont Investment Counsel
Tennessee
$338K – – –
CFG
734
Citizens Financial Group
Rhode Island
$337K -$273K -828 -45%
BFG
735
Beacon Financial Group
Texas
$336K +$61.5K +182 +22%
KFP
736
KMG Fiduciary Partners
Ohio
$333K -$16.8K -51 -5%
DILIC
737
Dai-ichi Life Insurance Company
Japan
$332K – – –
RIL
738
Rothschild Investment LLC
Illinois
$331K +$31K +94 +10%
HI
739
Harbour Investments
Wisconsin
$330K -$2.31K -7 -0.7%
AFM
740
Armstrong Fleming & Moore
District of Columbia
$330K – – –
VST
741
Van Strum & Towne
California
$330K – – –
JC
742
JBF Capital
Colorado
$330K – – –
FCMC
743
Founders Capital Management (Connecticut)
Connecticut
$330K – – –
BBA
744
BLB&B Advisors
Pennsylvania
$329K +$16.5K +50 +5%
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$324K -$101K -307 -24%
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$323K -$1.32K -4 -0.4%
FMLI
747
Fukoku Mutual Life Insurance
Japan
$319K – – –
MCM
748
MV Capital Management
Maryland
$318K +$330 +1 +0.1%
FWM
749
FFT Wealth Management
Pennsylvania
$317K – – –
HBT
750
Hills Bank & Trust
Iowa
$316K – – –
28 29
30
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