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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
DI
901
Disciplined Investments
Oklahoma
$5K +$1.84K +7 +64%
AA
902
Addison Advisors
Vermont
$5K +$3.95K +15 +375%
MFT
903
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +19 New
CQS
904
Credential Qtrade Securities
$4.28K +$4.47K +17 New
LTI
905
Laffer Tengler Investments
Tennessee
$4.03K +$4.21K +16 New
CSB
906
City State Bank
Iowa
$4K
CFD
907
Creative Financial Designs
Indiana
$4K
FWA
908
FSC Wealth Advisors
New York
$4K
LF
909
Lee Financial
Texas
$4K +$526 +2 +20%
ACA
910
Atlas Capital Advisors
Wyoming
$3.02K
SC
911
Sierra Capital
Florida
$3K -$138K -524 -98%
ETC
912
Exchange Traded Concepts
Oklahoma
$3K -$78.9K -300 -96%
VWM
913
Valley Wealth Managers
New Jersey
$3K -$3.16K -12 -55%
CWC
914
Carolinas Wealth Consulting
North Carolina
$3K
IWP
915
IAG Wealth Partners
Wisconsin
$3K
Kayne Anderson Rudnick Investment Management
916
Kayne Anderson Rudnick Investment Management
California
$3K
BCM
917
Bourgeon Capital Management
Connecticut
$3K +$2.63K +10 New
CFFP
918
Center for Financial Planning
Michigan
$3K +$3.42K +13 New
PI
919
PFS Investments
Georgia
$2.1K +$81.8K +311 +4%
Loomis, Sayles & Company
920
Loomis, Sayles & Company
Massachusetts
$2K -$6.84K -26 -79%
PMFA
921
Plante Moran Financial Advisors
Michigan
$2K -$6.32K -24 -75%
NFSG
922
Newbridge Financial Services Group
Florida
$2K -$4.74K -18 -67%
CAM
923
ClariVest Asset Management
California
$2K -$2.89K -11 -61%
AFS
924
Annapolis Financial Services
Maryland
$2K
TFM
925
TFC Financial Management
Massachusetts
$2K