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Ameriprise Financial
AMP

Overview Fund Activity

879 hedge funds and large institutions have $22.3B invested in Ameriprise Financial in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 267 increasing their positions, 341 reducing their positions, and 68 closing their positions.

Holders
879
Holders Change
+32
Holders Change %
+3.78%
% of All Funds
15.48%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
108
Increased
267
Reduced
341
Closed
68
Calls
$47.8M
Puts
$37.6M
Net Calls
+$10.2M
Net Calls Change
+$7.97M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$197M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$584M
3
Invesco
3
Invesco
Georgia
$221M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$54.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.05B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$136M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.02B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$239M
4
UBS Group
4
UBS Group
Switzerland
$458M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.14B
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
926
Fort Pitt Capital Group
Pennsylvania
– – -442 Closed
NIM
927
NuWave Investment Management
New Jersey
– – -388 Closed
BWA
928
Burt Wealth Advisors
Maryland
– – -386 Closed
CCA
929
Childress Capital Advisors
Texas
– – -349 Closed
MCM
930
McMillion Capital Management
North Carolina
– – -246 Closed
VCG
931
Vantage Consulting Group
Virginia
– – -234 Closed
TPWA
932
TRUE Private Wealth Advisors
Oregon
– – -207 Closed
NICM
933
Neo Ivy Capital Management
New York
– – -182 Closed
IA
934
Inspire Advisors
Idaho
– – -149 Closed
RPWA
935
Regent Peak Wealth Advisors
Georgia
– – -134 Closed
LGA
936
Lebenthal Global Advisors
New York
– – -120 Closed
FCH
937
Freestone Capital Holdings
Washington
– – -66 Closed
HWM
938
HighMark Wealth Management
Minnesota
– – -59 Closed
CAAS
939
Capital Asset Advisory Services
Michigan
– – -59 Closed
CHC
940
City Holding Co
West Virginia
– – -55 Closed
SNT
941
Security National Trust
West Virginia
– – -31 Closed
MIM
942
Merrion Investment Management
New Jersey
– – -22 Closed
LWCFA
943
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -19 Closed
SSWG
944
Seven Springs Wealth Group
Tennessee
– – -13 Closed
AIM
945
Anchor Investment Management
South Carolina
– – -12 Closed
CWM
946
Curi Wealth Management
North Carolina
– – -5 Closed
KPF
947
K2 Principal Fund
Ontario, Canada
– – – –
CG
948
Cutler Group
California
– – – –
CAM
949
CenterStar Asset Management
Illinois
– – – –
Twin Tree Management
950
Twin Tree Management
Texas
– – – –
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