AMP icon

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 %
CAM
876
Concorde Asset Management
Michigan
$201K +$659 +2 +0.3%
WTA
877
Washington Trust Advisors
Massachusetts
$200K +$52.7K +160 +36%
MIM
878
MTM Investment Management
South Carolina
$200K – – –
CSIC
879
Clifford Swan Investment Counsel
California
$200K – – –
RCA
880
Resonant Capital Advisors
Wisconsin
$200K +$200K +607 New
Capstone Investment Advisors
881
Capstone Investment Advisors
New York
$199K -$187K -566 -48%
DWA
882
Dougherty Wealth Advisers
Minnesota
$199K – – –
AWA
883
Authentikos Wealth Advisory
California
$198K +$198K +600 New
SIM
884
Sentry Investment Management
Wisconsin
$196K -$37.8K -115 -16%
HFM
885
Harvest Fund Management
China
$195K – – –
PTC
886
Private Trust Company
Ohio
$195K -$2.64K -8 -1%
PGAM
887
Princeton Global Asset Management
New Jersey
$185K – – –
BFEC
888
Benjamin F. Edwards & Company
Missouri
$168K +$1.97K +6 +1%
CFGS
889
Concourse Financial Group Securities
Alabama
$168K +$12.5K +38 +8%
CTWM
890
Cherry Tree Wealth Management
Minnesota
$161K – – –
OP
891
ORG Partners
Indiana
$158K – – –
DZ Bank
892
DZ Bank
Germany
$157K +$62.6K +190 +66%
BWAM
893
Boyd Watterson Asset Management
Ohio
$153K – – –
IAIM
894
International Assets Investment Management
Florida
$148K +$1 +1 +0%
LFG
895
Larson Financial Group
Missouri
$148K +$48.1K +146 +48%
Bank Julius Baer & Co
896
Bank Julius Baer & Co
Switzerland
$147K +$3.63K +11 +3%
TIM
897
Tortoise Investment Management
New York
$145K – – –
HDIM
898
Hanson & Doremus Investment Management
Vermont
$143K – – –
EBA
899
Eagle Bay Advisors
New York
$143K +$10.6K +32 +8%
PFBT
900
Parkside Financial Bank & Trust
Missouri
$142K +$8.9K +27 +7%
34 35
36
37 38