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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 %
LNB
851
Ledyard National Bank
$209K +$209K +630 New
MA
852
MONECO Advisors
Connecticut
$208K +$208K +627 New
VT
853
Vise Technologies
New York
$208K -$52.2K -157 -20%
NL
854
NWAM LLC
Washington
$208K +$208K +625 New
ATFA
855
All Terrain Financial Advisors
Minnesota
$207K +$207K +623 New
DBT
856
Dubuque Bank & Trust
Iowa
$207K +$207K +623 New
PTC
857
Philadelphia Trust Company
Pennsylvania
$206K +$206K +620 New
DWT
858
Dorsey & Whitney Trust
South Dakota
$206K +$206K +620 New
EW
859
Evoke Wealth
California
$205K +$205K +619 New
OFS
860
OneAscent Financial Services
Alabama
$205K +$205K +618 New
FCB
861
First County Bank
Connecticut
$204K +$204K +613 New
MIM
862
MTM Investment Management
South Carolina
$202K +$202K +608 New
CSIC
863
Clifford Swan Investment Counsel
California
$202K +$202K +607 New
CAM
864
Concorde Asset Management
Michigan
$202K +$202K +607 New
GLLW
865
Graves Light Lenhart Wealth
Virginia
$201K +$201K +604 New
DWA
866
Dougherty Wealth Advisers
Minnesota
$200K – – –
PTC
867
Private Trust Company
Ohio
$199K +$664 +2 +0.3%
HFM
868
Harvest Fund Management
China
$196K -$298K -897 -60%
EDRH
869
Edmond de Rothschild Holding
Switzerland
$188K -$220K -662 -54%
PGAM
870
Princeton Global Asset Management
New Jersey
$186K – – –
BFEC
871
Benjamin F. Edwards & Company
Missouri
$168K +$56.2K +169 +50%
CTWM
872
Cherry Tree Wealth Management
Minnesota
$162K +$162K +489 New
OP
873
ORG Partners
Indiana
$161K +$161K +480 New
CFGS
874
Concourse Financial Group Securities
Alabama
$156K +$11.6K +35 +8%
HS
875
Horan Securities
United States
$156K -$1.66K -5 -1%
33 34
35
36 37