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Ameriprise Financial
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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 %
NC
801
NinePointTwo Capital
California
$259K +$259K +787 New
WA
802
Waverly Advisors
Alabama
$258K +$258K +784 New
AWM
803
Avior Wealth Management
Nebraska
$258K +$990 +3 +0.4%
IPW
804
Impact Partnership Wealth
Georgia
$256K +$251K +760 +4,471%
AIM
805
Allen Investment Management
New York
$256K – – –
WT
806
Whittier Trust
California
$256K +$5.28K +16 +2%
DWM
807
Dakota Wealth Management
Florida
$256K -$21.8K -66 -8%
CSC
808
Caldwell Sutter Capital
California
$255K – – –
NIM
809
NEOS Investment Management
Connecticut
$252K +$252K +763 New
SBIA
810
Sheaff Brock Investment Advisors
Indiana
$251K – – –
DLA
811
Douglas Lane & Associates
New York
$251K +$1.32K +4 +0.5%
NS
812
NBC Securities
Alabama
$250K +$250K +759 New
PP
813
PDS Planning
Ohio
$250K +$5.28K +16 +2%
CDH
814
Charles D. Hyman
$249K – – –
CCA
815
Catalyst Capital Advisors
New York
$249K +$249K +755 New
ACA
816
Aptus Capital Advisors
Alabama
$248K +$248K +753 New
CCMG
817
Clark Capital Management Group
Pennsylvania
$248K -$4.95K -15 -2%
BHBT
818
Burke & Herbert Bank & Trust
Virginia
$248K – – –
BMA
819
Brooks Moore & Associates
Tennessee
$247K – – –
BJL
820
Brighton Jones LLC
Washington
$246K +$32.6K +99 +15%
SWM
821
Spire Wealth Management
Virginia
$242K +$330 +1 +0.1%
WKSWA
822
White Knight Strategic Wealth Advisors
New Jersey
$241K -$126K -382 -34%
HCM
823
Hollencrest Capital Management
California
$241K – – –
LNB
824
Ledyard National Bank
$239K +$31.6K +96 +15%
HC
825
Hamilton Capital
Ohio
$238K +$4.61K +14 +2%
31 32
33
34 35