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Ameriprise Financial
AMP

Overview Fund Activity

919 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 296 increasing their positions, 336 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+32
Holders Change %
+3.61%
% of All Funds
16.14%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
85
Increased
296
Reduced
336
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M

Top Buyers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$138M
2
Millennium Management
2
Millennium Management
New York
$115M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$101M
4
MWA
4
Marshall Wace Asia
Hong Kong
$123M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$143M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$180M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$996M
4
BlackRock
4
BlackRock
New York
$2.49B
5
LSV Asset Management
5
LSV Asset Management
Illinois
$539M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
901
Evolution Wealth Advisors
Florida
$4K – – –
CFD
902
Creative Financial Designs
Indiana
$4K – – –
EWM
903
Edge Wealth Management
New York
$4K +$4K +15 New
ACA
904
Atlas Capital Advisors
Wyoming
$3.17K – – –
CWC
905
Carolinas Wealth Consulting
North Carolina
$3K – – –
LF
906
Lee Financial
Texas
$3K – – –
SFP
907
Sterling Financial Planning
New Jersey
$3K – – –
Kayne Anderson Rudnick Investment Management
908
Kayne Anderson Rudnick Investment Management
California
$3K – – –
DFCM
909
Dark Forest Capital Management
Puerto Rico
$3K +$3K +11 New
PMFA
910
Plante Moran Financial Advisors
Michigan
$2K -$25K -100 -93%
AFS
911
Annapolis Financial Services
Maryland
$2K – – –
AWMS
912
Advocacy Wealth Management Services
Georgia
$2K – – –
TFM
913
TFC Financial Management
Massachusetts
$2K – – –
MG
914
MilWealth Group
Wisconsin
$1.06K +$1.06K +4 New
CWP
915
Concord Wealth Partners
Virginia
$1K -$9.2K -46 -90%
ATC
916
Adirondack Trust Company
New York
$1K – – –
TFA
917
Transamerica Financial Advisors
Florida
$1K – – –
PI
918
PEAK6 Investments
Illinois
$1K +$333 +1 +50%
WIM
919
Westside Investment Management
California
$26 – – –
BBHC
920
Brown Brothers Harriman & Co
New York
$16 – – –
BAM
921
Blueshift Asset Management
New Jersey
– -$13.4M -53,849 Closed
DA
922
Duality Advisers
Florida
– -$7.55M -30,330 Closed
TC
923
TwinBeech Capital
New York
– -$6.37M -25,610 Closed
EGM
924
Engineers Gate Manager
New York
– -$5.69M -22,847 Closed
MPM
925
Meritage Portfolio Management
Kansas
– -$5.62M -22,568 Closed
35 36
37
38 39