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 %
OWM
826
OneAscent Wealth Management
Alabama
$228K +$1.66K +5 +0.7%
DWM
827
Drive Wealth Management
Utah
$228K +$228K +685 New
SMC
828
Smith, Moore & Co
Missouri
$227K – – –
AC
829
AXQ Capital
New Jersey
$227K +$227K +684 New
SCM
830
Stevens Capital Management
Pennsylvania
$227K +$227K +683 New
BBHC
831
Brown Brothers Harriman & Co
New York
$227K +$123K +369 +118%
ECG
832
Edge Capital Group
Georgia
$226K -$664 -2 -0.3%
NB
833
Northwest Bancshares
Pennsylvania
$226K -$9.3K -28 -4%
HPM
834
Hoxton Planning & Management
West Virginia
$223K +$223K +671 New
RG
835
Rathbones Group
United Kingdom
$220K -$30.2K -91 -12%
SCM
836
Shelton Capital Management
Colorado
$220K – – –
IFWM
837
Institute for Wealth Management
Colorado
$220K +$220K +661 New
CC
838
Centiva Capital
New York
$219K -$481K -1,449 -69%
APP
839
Avantax Planning Partners
Iowa
$219K – – –
STA
840
Summit Trail Advisors
New York
$218K +$218K +657 New
LFAS
841
Level Four Advisory Services
Texas
$217K -$24.6K -74 -10%
AMCA
842
Arthur M. Cohen & Associates
Illinois
$216K +$216K +650 New
BMO
843
Beck Mack & Oliver
New York
$215K +$215K +648 New
PWG
844
Portside Wealth Group
Utah
$215K +$215K +648 New
BJL
845
Brighton Jones LLC
Washington
$215K +$215K +647 New
WA
846
WBH Advisory
Maryland
$213K +$213K +640 New
R
847
Rebalance
California
$213K +$213K +640 New
GWWM
848
Great Waters Wealth Management
Minnesota
$212K – – –
CCFCSB
849
Cape Cod Five Cents Savings Bank
Massachusetts
$212K +$212K +637 New
FOA
850
Five Oceans Advisors
California
$211K +$211K +635 New
32 33
34
35 36