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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
776
Parkside Financial Bank & Trust
Missouri
$90K +$2.37K +9 +3%
UCB
777
United Community Bank
South Carolina
$87.9K +$19.7K +75 +27%
CA
778
Capitolis Advisors
New York
$87K
KA
779
Kozak & Associates
Colorado
$87K
DZ Bank
780
DZ Bank
Germany
$85.4K -$10.7M -40,754 -99%
TWA
781
TCI Wealth Advisors
Arizona
$84K -$11.8K -45 -12%
FMB
782
Field & Main Bank
Kentucky
$84K
RMC
783
Resources Management Corp
Connecticut
$83K
BTI
784
Blue Trust Inc
Georgia
$83K +$6.32K +24 +7%
HI
785
Hudock Inc
Pennsylvania
$82K
EBA
786
Eagle Bay Advisors
New York
$82K +$13.7K +52 +19%
DGAM
787
Desjardins Global Asset Management
Quebec, Canada
$81K
PPWM
788
PFG Private Wealth Management
Florida
$77K -$21K -80 -21%
TWM
789
Tradition Wealth Management
Minnesota
$77K +$789 +3 +1%
Acadian Asset Management
790
Acadian Asset Management
Massachusetts
$77K +$81K +308 New
AA
791
Alta Advisers
United Kingdom
$76K +$78.9K +300 New
AIC
792
Archer Investment Corporation
Indiana
$73.1K
ANBT
793
American National Bank & Trust
Texas
$73K +$76.6K +291 New
ZB
794
Zions Bancorporation
Utah
$71K +$6.32K +24 +9%
Bank Julius Baer & Co
795
Bank Julius Baer & Co
Switzerland
$70K -$126K -479 -63%
GWM
796
Geneos Wealth Management
Colorado
$70K -$117K -446 -62%
EI
797
Ellevest Inc
New York
$70K -$3.42K -13 -4%
KTC
798
Kistler-Tiffany Companies
Pennsylvania
$70K
Bank of Montreal
799
Bank of Montreal
Ontario, Canada
$68.9K -$3.13M -11,887 -4%
LWANC
800
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K