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Ameriprise Financial
AMP

Overview Fund Activity

1,079 hedge funds and large institutions have $28B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 345 increasing their positions, 392 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
88
Increased
345
Reduced
392
Closed
64
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$201M
2
Barclays
Barclays
United Kingdom
+$45M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$35.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
3
LSV Asset Management
LSV Asset Management
Illinois
-$90.3M
4
LAM
L2 Asset Management
Massachusetts
-$83.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
776
Peoples Financial Services Corp
Pennsylvania
$282K – – –
RT
777
Rockland Trust
Massachusetts
$281K – – –
CWM
778
Chesapeake Wealth Management
Virginia
$280K -$24.7K -75 -8%
BOSSRA
779
B.O.S.S. Retirement Advisors
Utah
$280K -$660 -2 -0.2%
CCM
780
Canal Capital Management
Virginia
$277K +$1.32K +4 +0.5%
WPW
781
Waldron Private Wealth
Pennsylvania
$277K +$8.57K +26 +3%
SWM
782
Sendero Wealth Management
Texas
$277K – – –
Tudor Investment Corp
783
Tudor Investment Corp
Connecticut
$277K +$277K +839 New
GVAG
784
Great Valley Advisor Group
Delaware
$276K +$8.56K +26 +3%
MSAM
785
Moloney Securities Asset Management
Missouri
$273K – – –
DWP
786
Daymark Wealth Partners
Ohio
$271K -$14.8K -45 -5%
Loomis, Sayles & Company
787
Loomis, Sayles & Company
Massachusetts
$271K -$210K -638 -44%
FCB
788
First County Bank
Connecticut
$268K +$65.9K +200 +33%
LIM
789
Leavell Investment Management
Alabama
$268K – – –
PWMAG
790
Pinnacle Wealth Management Advisory Group
New Jersey
$268K +$25.1K +76 +10%
GWWM
791
Great Waters Wealth Management
Minnesota
$267K +$59.1K +181 +28%
HH
792
Hilltop Holdings
Texas
$267K +$6.59K +20 +3%
CAL
793
Capital Analysts LLC
Pennsylvania
$265K – – –
UM
794
UniSuper Management
Australia
$264K – – –
SC
795
Schulhoff & Co
Ohio
$264K – – –
ST
796
Smithfield Trust
Pennsylvania
$262K +$5.26K +16 +2%
CPG
797
Cornerstone Planning Group
New Jersey
$262K +$1.32K +4 +0.5%
HSA
798
HBK Sorce Advisory
Pennsylvania
$261K +$1.65K +5 +0.6%
DWM
799
Drive Wealth Management
Utah
$260K +$33.6K +102 +15%
TW
800
Transform Wealth
Colorado
$259K -$80.1K -243 -24%
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