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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 %
CCM
776
Canal Capital Management
Virginia
$278K +$997 +3 +0.4%
VWA
777
V Wealth Advisors
Kansas
$278K – – –
MSAM
778
Moloney Securities Asset Management
Missouri
$276K – – –
VSQM
779
V-Square Quantitative Management
Illinois
$272K -$19.9K -60 -7%
WPW
780
Waldron Private Wealth
Pennsylvania
$271K -$23.9K -72 -8%
GVAG
781
Great Valley Advisor Group
Delaware
$271K +$2.33K +7 +0.9%
LIM
782
Leavell Investment Management
Alabama
$270K – – –
BFG
783
Beacon Financial Group
Texas
$269K +$5.63K +17 +2%
CAL
784
Capital Analysts LLC
Pennsylvania
$267K – – –
SC
785
Schulhoff & Co
Ohio
$266K – – –
UM
786
UniSuper Management
Australia
$266K +$266K +800 New
CPG
787
Cornerstone Planning Group
New Jersey
$263K +$263K +790 New
HH
788
Hilltop Holdings
Texas
$262K +$17.9K +54 +7%
HSA
789
HBK Sorce Advisory
Pennsylvania
$262K -$332 -1 -0.1%
GFS
790
GYL Financial Synergies
Connecticut
$261K +$261K +785 New
ST
791
Smithfield Trust
Pennsylvania
$259K – – –
AWM
792
Avior Wealth Management
Nebraska
$259K +$1.99K +6 +0.8%
AIM
793
Allen Investment Management
New York
$258K – – –
CSC
794
Caldwell Sutter Capital
California
$256K +$256K +772 New
CCMG
795
Clark Capital Management Group
Pennsylvania
$255K -$19.5M -58,619 -99%
SBIA
796
Sheaff Brock Investment Advisors
Indiana
$253K – – –
GWSG
797
GPS Wealth Strategies Group
Colorado
$253K -$35.9K -108 -12%
WT
798
Whittier Trust
California
$253K -$37.2K -112 -13%
DLA
799
Douglas Lane & Associates
New York
$252K -$249K -750 -50%
GW
800
GW & Wade
Massachusetts
$251K -$434K -1,306 -63%
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