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Ameriprise Financial
AMP

Overview Fund Activity

919 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+32
Holders Change %
+3.61%
% of All Funds
16.14%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
85
Increased
296
Reduced
336
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$138M
2
Millennium Management
2
Millennium Management
New York
$115M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$101M
4
MWA
4
Marshall Wace Asia
Hong Kong
$123M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$143M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$180M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$996M
4
BlackRock
4
BlackRock
New York
$2.49B
5
LSV Asset Management
5
LSV Asset Management
Illinois
$539M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
751
Capital Analysts LLC
Pennsylvania
$207K -$2.12K -8 -1%
MA
752
Montag & Associates
Georgia
$207K – – –
WI
753
Wintrust Investments
Illinois
$207K +$207K +784 New
WPW
754
Waldron Private Wealth
Pennsylvania
$207K +$207K +785 New
CAM
755
Concorde Asset Management
Michigan
$206K +$206K +779 New
CCM
756
Canal Capital Management
Virginia
$206K +$206K +779 New
GRP
757
Global Retirement Partners
California
$205K +$6.6K +25 +3%
ST
758
Smithfield Trust
Pennsylvania
$203K – – –
SCM
759
Shelton Capital Management
Colorado
$203K +$203K +770 New
BCA
760
Berman Capital Advisors
Georgia
$201K +$54.2K +206 +37%
BFPW
761
BOK Financial Private Wealth
Colorado
$201K +$201K +762 New
WT
762
Whittier Trust
California
$196K – – –
BAM
763
Barrett Asset Management
New York
$193K – – –
FWM
764
Focused Wealth Management
New York
$178K – – –
ACM
765
AUA Capital Management
Pennsylvania
$177K – – –
SC
766
Sierra Capital
Florida
$169K +$56K +212 +50%
IA
767
IFP Advisors
Florida
$166K +$11.9K +45 +8%
DWA
768
Dougherty Wealth Advisers
Minnesota
$159K – – –
AWA
769
Arkadios Wealth Advisors
Georgia
$154K -$7.36K -28 -5%
TSW
770
Thompson Siegel & Walmsley
Virginia
$143K – – –
ZB
771
Zions Bancorporation
Utah
$133K -$2.38K -9 -2%
PCG
772
Private Capital Group
Connecticut
$132K -$4.24K -16 -3%
CCM
773
Covington Capital Management
California
$132K +$9.22K +35 +8%
SIM
774
Sonora Investment Management
Arizona
$119K -$20.1K -76 -14%
HCP
775
Hexagon Capital Partners
Arkansas
$116K – – –
29 30
31
32 33