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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
WWM
876
Wolff Wiese Magana
California
$10K -$1.32K -5 -11%
EARNEST Partners
877
EARNEST Partners
Georgia
$9K
Jones Financial Companies
878
Jones Financial Companies
Missouri
$9K
SSB
879
Sandy Spring Bank
Maryland
$8K -$3.42K -13 -30%
CWM
880
Cedar Wealth Management
California
$8K -$789 -3 -9%
PWMG
881
Prestige Wealth Management Group
New Jersey
$8K -$263 -1 -3%
TSWM
882
Tyler-Stone Wealth Management
Ohio
$8K
BWL
883
Bogart Wealth LLC
Virginia
$8K +$1.58K +6 +25%
RCM
884
Raleigh Capital Management
North Carolina
$8K +$2.89K +11 +50%
HR
885
Howe & Rusling
New York
$7K -$263 -1 -3%
NC
886
NewSquare Capital
Pennsylvania
$7K +$263 +1 +4%
BONH
887
Bank of New Hampshire
New Hampshire
$6K
MFC
888
Mechanics Financial Corp
Ohio
$6K
SWM
889
Sugarloaf Wealth Management
Georgia
$6K
WAS
890
Winch Advisory Services
Wisconsin
$6K
VCM
891
Versant Capital Management
Arizona
$6K +$1.58K +6 +33%
AWM
892
Activest Wealth Management
Florida
$6K +$2.89K +11 +79%
KSWA
893
Kathleen S. Wright Associates
Pennsylvania
$6K +$6.05K +23 New
CAL
894
Capital Advisors Ltd
Ohio
$6K +$6.58K +25 New
NF
895
Norwood Financial
Pennsylvania
$6K +$6.58K +25 New
OLVIG
896
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6.58K +25 New
IFAM
897
Institutional & Family Asset Management
Colorado
$5K
MA
898
MCF Advisors
Kentucky
$5K
NMG
899
New Millennium Group
Utah
$5K
TFA
900
Toth Financial Advisory
Virginia
$5K