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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
CBT
801
Central Bank & Trust
Kentucky
$66K
ME
802
McIlrath & Eck
Washington
$66K
DCM
803
Dupont Capital Management
Delaware
$64K -$16.8K -64 -20%
TFP
804
Tilia Fiduciary Partners
North Carolina
$64K
GCM
805
Gables Capital Management
Florida
$63K
MCM
806
McMillion Capital Management
North Carolina
$62K
PB
807
Pinnacle Bancorp
Nebraska
$62K
BCWM
808
Bartlett & Co Wealth Management
Ohio
$61.2K -$8.16K -31 -11%
BC
809
Bartlett & Co
Ohio
$61K -$8.16K -31 -11%
HWA
810
Heritage Wealth Advisors
Virginia
$60.5K
SWM
811
Spire Wealth Management
Virginia
$60K +$526 +2 +0.9%
MUMSS
812
Mitsubishi UFJ Morgan Stanley Securities
Japan
$55K
AF
813
Allworth Financial
California
$55K +$14.5K +55 +34%
BBHC
814
Brown Brothers Harriman & Co
New York
$54K +$4.21K +16 +8%
FF
815
FourThought Financial
Florida
$53K
MCC
816
Money Concepts Capital
Florida
$50K -$18.2K -69 -26%
FMTCOCP
817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
TSW
818
Thompson Siegel & Walmsley
Virginia
$50K
HIA
819
Harbor Investment Advisory
Maryland
$48K
KFS
820
Kelly Financial Services
Massachusetts
$47.7K
CMP
821
Coston McIsaac & Partners
Maine
$46K
CYG
822
Clean Yield Group
Vermont
$42K
LWA
823
Lowe Wealth Advisors
Maryland
$42K
MA
824
Montag & Associates
Georgia
$42K
SOW
825
State of Wyoming
Wyoming
$41K -$58.9K -224 -58%