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Ameriprise Financial

1,232 hedge funds and large institutions have $36.6B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 420 increasing their positions, 412 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+78
Holders Change %
+6.76%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
147
Increased
420
Reduced
412
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Shares
Change %
EFS
901
Essex Financial Services
Connecticut
$287K +$27.2K +62 +10%
CCG
902
Catalina Capital Group
California
$286K +$286K +653 New
FI
903
FWG Investments
Kentucky
$286K +$8.77K +20 +3%
PTC
904
Private Trust Company
Ohio
$286K -$2.19K -5 -0.8%
EWA
905
EverSource Wealth Advisors
Alabama
$286K +$2.06K +5 +0.7%
CAM
906
Cidel Asset Management
Ontario, Canada
$284K
CFG
907
Carr Financial Group
Massachusetts
$284K
CCFCSB
908
Cape Cod Five Cents Savings Bank
Massachusetts
$283K
KIA
909
KCM Investment Advisors
California
$283K +$283K +645 New
PCP
910
Proficio Capital Partners
Massachusetts
$282K +$2.63K +6 +0.9%
FCP
911
Fidelis Capital Partners
Florida
$282K -$5.7K -13 -2%
WA
912
WBH Advisory
Maryland
$282K +$1.32K +3 +0.5%
ECG
913
Edge Capital Group
Georgia
$281K -$1.75K -4 -0.6%
R
914
Rebalance
California
$281K
FOA
915
Five Oceans Advisors
California
$278K +$438 +1 +0.2%
MCM
916
McRae Capital Management
New Jersey
$278K +$278K +635 New
NCFG
917
New Century Financial Group
New Jersey
$277K +$2.19K +5 +0.8%
SFI
918
SPC Financial Inc
Maryland
$275K
RFM
919
Royal Fund Management
Florida
$275K +$877 +2 +0.3%
NG
920
Norden Group
Utah
$274K +$274K +624 New
HB
921
HTLF Bank
Colorado
$273K
ATFA
922
All Terrain Financial Advisors
Minnesota
$273K
WKSWA
923
White Knight Strategic Wealth Advisors
New Jersey
$272K -$4.82K -11 -2%
PTC
924
Philadelphia Trust Company
Pennsylvania
$272K
DWT
925
Dorsey & Whitney Trust
South Dakota
$271K +$877 +2 +0.3%