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Ameriprise Financial

980 hedge funds and large institutions have $27.6B invested in Ameriprise Financial in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 329 increasing their positions, 323 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
+61
Holders Change %
+6.64%
% of All Funds
15.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
134
Increased
329
Reduced
323
Closed
58
Calls
$54.8M
Puts
$65.9M
Net Calls
-$11.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
776
Marcum Wealth
Ohio
$214K +$214K +708 New
CW
777
Connectus Wealth
Ohio
$213K +$213K +706 New
CAL
778
Capital Analysts LLC
Pennsylvania
$212K -$24.1K -80 -10%
AWCI
779
Alpine Woods Capital Investors
New York
$211K +$211K +700 New
PGFC
780
Peapack-Gladstone Financial Corp
New Jersey
$209K +$209K +693 New
AIC
781
Argus Investors Counsel
New York
$209K +$209K +694 New
FHA
782
Flagship Harbor Advisors
Massachusetts
$208K -$101K -333 -33%
FNT
783
First National Trust
Pennsylvania
$208K +$208K +691 New
VCM
784
Virtue Capital Management
Tennessee
$208K +$208K +691 New
SC
785
Sierra Capital
Florida
$206K +$13.3K +44 +7%
CWM
786
Cornerstone Wealth Management
Missouri
$206K +$206K +681 New
SMC
787
Smith, Moore & Co
Missouri
$206K +$206K +684 New
FWM
788
Focused Wealth Management
New York
$204K
SBIA
789
Sheaff Brock Investment Advisors
Indiana
$204K +$204K +675 New
TAM
790
Trillium Asset Management
Massachusetts
$204K +$204K +676 New
VFA
791
Valeo Financial Advisors
Indiana
$204K +$204K +677 New
OFS
792
OneAscent Financial Services
Alabama
$203K -$373K -1,238 -65%
ACM
793
AUA Capital Management
Pennsylvania
$202K
WPP
794
Whalerock Point Partners
Rhode Island
$202K +$202K +669 New
IA
795
IFP Advisors
Florida
$191K +$905 +3 +0.5%
CCM
796
Covington Capital Management
California
$187K +$36.1K +120 +24%
DWA
797
Dougherty Wealth Advisers
Minnesota
$182K
TSW
798
Thompson Siegel & Walmsley
Virginia
$163K
ZB
799
Zions Bancorporation
Utah
$153K +$1.51K +5 +1%
PCM
800
Penserra Capital Management
California
$153K +$26.8K +89 +21%