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Ameriprise Financial

1,232 hedge funds and large institutions have $36.6B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 420 increasing their positions, 412 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+78
Holders Change %
+6.76%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
147
Increased
420
Reduced
412
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
B
751
Bailard
California
$491K
SMA
752
Sage Mountain Advisors
Georgia
$491K +$29.8K +68 +6%
SB
753
Sunflower Bank
Texas
$489K -$28.5K -65 -6%
BWA
754
Burt Wealth Advisors
Maryland
$487K
VBFP
755
Valtinson Bruner Financial Planning
Minnesota
$486K -$87.7K -200 -15%
SWM
756
Segment Wealth Management
Texas
$483K +$227K +517 +89%
CTC
757
Cetera Trust Company
Minnesota
$482K
FBFS
758
First Business Financial Services
Wisconsin
$479K
MOS
759
MGO One Seven
Ohio
$478K -$128K -292 -21%
AIP
760
Ameritas Investment Partners
Nebraska
$475K -$18K -41 -4%
AF
761
Allworth Financial
California
$474K -$7.89K -18 -2%
APW
762
Aurora Private Wealth
New Jersey
$474K
EWM
763
Evercore Wealth Management
New York
$473K -$3.95K -9 -0.8%
CI
764
Cigna Investments
Connecticut
$471K -$11.8K -27 -2%
EHC
765
Everett Harris & Co
California
$470K
PSC
766
Portman Square Capital
United Kingdom
$470K
BFEC
767
Benjamin F. Edwards & Company
Missouri
$467K -$20.2K -46 -4%
I
768
INVST
Indiana
$466K -$32.6K -75 -7%
GCM
769
Graham Capital Management
Connecticut
$465K +$465K +1,061 New
KS
770
Karpas Strategies
Connecticut
$465K
LFG
771
Larson Financial Group
Missouri
$461K +$184K +419 +66%
FI
772
Financial Insights
Washington
$459K -$8.33K -19 -2%
EW
773
Enzi Wealth
Texas
$456K
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$455K +$40.3K +92 +10%
Connor, Clark & Lunn Investment Management (CC&L)
775
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455K +$455K +1,037 New