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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
PP
851
PFS Partners
New Jersey
$23.9K
LSA
852
Leonteq Securities AG
Switzerland
$23.2K -$12.6K -48 -34%
JWA
853
JFS Wealth Advisors
Pennsylvania
$23K -$3.95K -15 -14%
PSB
854
Piscataqua Savings Bank
New Hampshire
$23K
ADL
855
Asset Dedication LLC
California
$22K
SWA
856
Sutton Wealth Advisors
Florida
$20.4K +$7.89K +30 +59%
ATC
857
Adirondack Trust Company
New York
$20K +$19.7K +75 +1,875%
TLCM
858
Twin Lakes Capital Management
California
$20K +$20.8K +79 New
EL
859
EMFO LLC
Florida
$19K
A
860
AustralianSuper
Australia
$18.4K +$19.2M +73,088 New
CL
861
COWA LLC
Oklahoma
$18K +$18.7K +71 New
FMP
862
Financial Management Professionals
Texas
$17K
RBC
863
Roble Belko & Company
Pennsylvania
$17K
BIA
864
Bell Investment Advisors
California
$17K +$3.42K +13 +23%
PP
865
PrairieView Partners
Minnesota
$15K -$1.58K -6 -9%
GAG
866
Goodman Advisory Group
Massachusetts
$15K
SC
867
Schubert & Co
Texas
$15K +$6.05K +23 +66%
CT
868
Clearstead Trust
Maine
$14K +$14.2K +54 New
PO
869
Private Ocean
California
$13K
MWM
870
Mascoma Wealth Management
New Hampshire
$12K -$9.73K -37 -43%
FCMT
871
Founders Capital Management (Texas)
Texas
$12K
KFI
872
Key Financial Inc
Pennsylvania
$12K
SC
873
Solstein Capital
California
$12K
AF
874
Advisornet Financial
Minnesota
$11K -$8.42K -32 -42%
AIP
875
Almanack Investment Partners
Pennsylvania
$11K +$11.1K +42 New