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Ameriprise Financial
AMP

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 %
ICG
751
InterOcean Capital Group
Tennessee
$304K +$304K +916 New
TWM
752
Tradition Wealth Management
Minnesota
$304K +$9.65K +29 +3%
PCH
753
PGIM Custom Harvest
New Jersey
$303K -$13.3K -40 -4%
RIL
754
Rothschild Investment LLC
Illinois
$302K -$10.6K -32 -3%
RG
755
Renaissance Group
Kentucky
$302K +$27.9K +84 +10%
WANY
756
Wealthspire Advisors (New York)
New York
$301K -$4.32K -13 -1%
CCG
757
Ceeto Capital Group
Florida
$299K – – –
KPWG
758
KFA Private Wealth Group
Virginia
$295K +$665 +2 +0.2%
CIG
759
Cairn Investment Group
Washington
$295K – – –
IP
760
Ignite Planners
California
$294K +$12K +36 +4%
EST
761
EA Series Trust
Pennsylvania
$293K +$293K +882 New
EF
762
Empowered Funds
Pennsylvania
$293K +$293K +882 New
FRA
763
Frank Rimerman Advisors
California
$293K -$1.99K -6 -0.7%
BCM
764
Brookstone Capital Management
Illinois
$292K -$114K -342 -28%
PNC
765
Park National Corp
Ohio
$291K +$332 +1 +0.1%
HCM
766
Hengehold Capital Management
Ohio
$291K -$19.3K -58 -6%
CT
767
Colonial Trust
South Carolina
$290K +$290K +875 New
DWP
768
Daymark Wealth Partners
Ohio
$288K +$288K +868 New
OAM
769
Ostrum Asset Management
France
$287K +$332 +1 +0.1%
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$284K – – –
BOSSRA
771
B.O.S.S. Retirement Advisors
Utah
$283K +$57.5K +173 +26%
RT
772
Rockland Trust
Massachusetts
$283K -$1.33K -4 -0.5%
DWM
773
Dakota Wealth Management
Florida
$280K – – –
SS
774
Sunbelt Securities
Texas
$279K +$997 +3 +0.4%
SWM
775
Sendero Wealth Management
Texas
$279K +$279K +840 New
29 30
31
32 33