AMP icon

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 %
CDH
801
Charles D. Hyman
$251K -$16K -48 -6%
XT
802
XTX Topco
Cayman Islands
$250K +$250K +754 New
BHBT
803
Burke & Herbert Bank & Trust
Virginia
$250K – – –
Los Angeles Capital Management
804
Los Angeles Capital Management
California
$249K -$2.37M -7,124 -90%
BMA
805
Brooks Moore & Associates
Tennessee
$249K – – –
AWA
806
Aaron Wealth Advisors
Illinois
$248K +$27.9K +84 +13%
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$247K -$226K -679 -48%
PP
808
PDS Planning
Ohio
$246K +$246K +742 New
KCM
809
Kathmere Capital Management
Pennsylvania
$245K +$664 +2 +0.3%
PGFC
810
Peapack-Gladstone Financial Corp
New Jersey
$245K -$73.8K -222 -23%
PWMAG
811
Pinnacle Wealth Management Advisory Group
New Jersey
$244K -$57.1K -172 -19%
SWM
812
Spire Wealth Management
Virginia
$244K -$3.99K -12 -2%
CWM
813
Connecticut Wealth Management
Connecticut
$243K +$243K +732 New
HCM
814
Hollencrest Capital Management
California
$243K – – –
VC
815
Veery Capital
Delaware
$242K +$2.99K +9 +1%
EWA
816
EverSource Wealth Advisors
Alabama
$240K +$18.9K +57 +9%
PIM
817
Progressive Investment Management
Oregon
$239K – – –
MMA
818
Miracle Mile Advisors
California
$237K +$14.9K +45 +7%
GAM
819
Garrison Asset Management
Arkansas
$236K – – –
SIM
820
Sentry Investment Management
Wisconsin
$236K – – –
HC
821
Hamilton Capital
Ohio
$235K +$1.99K +6 +0.9%
SPC
822
Sigma Planning Corp
Michigan
$233K +$12.6K +38 +6%
RFM
823
Royal Fund Management
Florida
$229K +$229K +688 New
WPP
824
Whalerock Point Partners
Rhode Island
$228K +$5.98K +18 +3%
AAM
825
Advisors Asset Management
Colorado
$228K +$87.7K +264 +62%
31 32
33
34 35