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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 %
PIM
826
Progressive Investment Management
Oregon
$237K – – –
GWSG
827
GPS Wealth Strategies Group
Colorado
$237K -$13.5K -41 -5%
MA
828
Mutual Advisors
Nebraska
$237K -$127K -386 -35%
KCM
829
Kathmere Capital Management
Pennsylvania
$237K -$6.59K -20 -3%
GAM
830
Garrison Asset Management
Arkansas
$235K – – –
STA
831
Summit Trail Advisors
New York
$234K +$17.5K +53 +8%
PGFC
832
Peapack-Gladstone Financial Corp
New Jersey
$234K -$9.24K -28 -4%
AWA
833
Arkadios Wealth Advisors
Georgia
$233K +$233K +706 New
SPC
834
Sigma Planning Corp
Michigan
$232K +$989 +3 +0.4%
Los Angeles Capital Management
835
Los Angeles Capital Management
California
$230K -$17.1K -52 -7%
BFM
836
Boothbay Fund Management
New York
$230K +$230K +697 New
MMA
837
Miracle Mile Advisors
California
$229K -$5.93K -18 -3%
LCWP
838
Legacy Capital Wealth Partners
Arkansas
$228K +$228K +691 New
WPP
839
Whalerock Point Partners
Rhode Island
$226K – – –
SMC
840
Smith, Moore & Co
Missouri
$226K – – –
NB
841
Northwest Bancshares
Pennsylvania
$224K – – –
CAI
842
Capital Advisors Inc
Oklahoma
$223K -$91K -276 -29%
BHCM
843
Brevan Howard Capital Management
Jersey
$223K +$223K +675 New
BBHC
844
Brown Brothers Harriman & Co
New York
$222K -$3.63K -11 -2%
CCA
845
Childress Capital Advisors
Texas
$222K +$222K +672 New
EWA
846
EverSource Wealth Advisors
Alabama
$221K -$16.8K -51 -7%
IFWM
847
Institute for Wealth Management
Colorado
$218K – – –
VC
848
Veery Capital
Delaware
$218K -$22.1K -67 -9%
SCM
849
Shelton Capital Management
Colorado
$218K – – –
APP
850
Avantax Planning Partners
Iowa
$218K +$330 +1 +0.2%
32 33
34
35 36