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Ameriprise Financial

1,030 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 343 increasing their positions, 391 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+10
Holders Change %
+0.98%
% of All Funds
16.49%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
104
Increased
343
Reduced
391
Closed
72
Calls
$64.2M
Puts
$64.8M
Net Calls
-$648K
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GCWM
776
Graham Capital Wealth Management
District of Columbia
$254K +$254K +83 New
MSAM
777
Moloney Securities Asset Management
Missouri
$254K
RG
778
Renaissance Group
Kentucky
$253K -$19.3K -63 -7%
SS
779
Sunbelt Securities
Texas
$252K -$301 -1 -0.1%
DCM
780
Driehaus Capital Management
Illinois
$250K +$250K +817 New
WTB
781
Washington Trust Bank
Washington
$249K
MWM
782
Modera Wealth Management
New Jersey
$249K +$1.84K +6 +0.7%
LIM
783
Leavell Investment Management
Alabama
$249K
AL
784
Aspiriant LLC
California
$247K +$247K +805 New
GVAG
785
Great Valley Advisor Group
Delaware
$247K +$612 +2 +0.2%
CAL
786
Capital Analysts LLC
Pennsylvania
$246K
CDH
787
Charles D. Hyman
$246K
SC
788
Schulhoff & Co
Ohio
$245K
VI
789
Versor Investments
New York
$242K +$242K +791 New
BB
790
Busey Bank
Illinois
$242K -$18.1K -59 -7%
HSA
791
HBK Sorce Advisory
Pennsylvania
$242K -$922K -3,007 -79%
BFG
792
Beacon Financial Group
Texas
$240K -$7.25K -24 -3%
ST
793
Smithfield Trust
Pennsylvania
$240K
VT
794
Vise Technologies
New York
$240K +$240K +783 New
AIM
795
Allen Investment Management
New York
$238K +$238K +777 New
AWM
796
Avior Wealth Management
Nebraska
$237K +$237K +773 New
SBIA
797
Sheaff Brock Investment Advisors
Indiana
$234K
RG
798
Rathbones Group
United Kingdom
$231K -$9.2K -30 -4%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$230K
BMA
800
Brooks Moore & Associates
Tennessee
$230K -$76.7K -250 -25%