AMP icon

Ameriprise Financial
AMP

Overview Fund Activity

936 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, 303 increasing their positions, 357 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-13
Holders Change %
-1.37%
% of All Funds
16.19%
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
303
Reduced
357
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$455M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$853M
3
Millennium Management
Millennium Management
New York
$65.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.8M
5
GC
Gillson Capital
Illinois
$23M

Top Sellers

1
BlackRock
BlackRock
New York
$2.17B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$550M
3
Invesco
Invesco
Georgia
$184M
4
American Century Companies
American Century Companies
Missouri
$242M
5
LAM
Lyrical Asset Management
New York
$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
876
Prestige Wealth Management Group
New Jersey
$8K -$250 -1 -3%
TSWM
877
Tyler-Stone Wealth Management
Ohio
$8K – – –
BWL
878
Bogart Wealth LLC
Virginia
$8K +$1.6K +6 +25%
RCM
879
Raleigh Capital Management
North Carolina
$8K +$2.67K +11 +50%
HR
880
Howe & Rusling
New York
$7K -$250 -1 -3%
NC
881
NewSquare Capital
Pennsylvania
$7K +$259 +1 +4%
SWM
882
Sugarloaf Wealth Management
Georgia
$6K – – –
WAS
883
Winch Advisory Services
Wisconsin
$6K – – –
MFC
884
Mechanics Financial Corp
Ohio
$6K – – –
BONH
885
Bank of New Hampshire
New Hampshire
$6K – – –
VCM
886
Versant Capital Management
Arizona
$6K +$1.5K +6 +33%
AWM
887
Activest Wealth Management
Florida
$6K +$2.64K +11 +79%
KSWA
888
Kathleen S. Wright Associates
Pennsylvania
$6K +$6K +23 New
CAL
889
Capital Advisors Ltd
Ohio
$6K +$6K +25 New
OLVIG
890
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$6K +25 New
NF
891
Norwood Financial
Pennsylvania
$6K +$6K +25 New
TFA
892
Toth Financial Advisory
Virginia
$5K – – –
MA
893
MCF Advisors
Kentucky
$5K – – –
IFAM
894
Institutional & Family Asset Management
Colorado
$5K – – –
NMG
895
New Millennium Group
Utah
$5K – – –
DI
896
Disciplined Investments
Oklahoma
$5K +$1.94K +7 +64%
AA
897
Addison Advisors
Vermont
$5K +$3.95K +15 +375%
MFT
898
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +19 New
CQS
899
Credential Qtrade Securities
$4.28K +$4.28K +17 New
LTI
900
Laffer Tengler Investments
Tennessee
$4.03K +$4.03K +16 New
34 35
36
37 38