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Ameriprise Financial

1,154 hedge funds and large institutions have $32.8B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 336 increasing their positions, 438 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+75
Holders Change %
+6.95%
% of All Funds
16.92%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
166
Increased
336
Reduced
438
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
926
Apella Capital
Connecticut
$208K +$208K +549 New
PIA
927
Perennial Investment Advisors
California
$207K +$207K +544 New
SI
928
Symmetry Investments
Jersey
$207K +$207K +544 New
ACM
929
Advisors Capital Management
New Jersey
$205K +$205K +538 New
SIM
930
Sentry Investment Management
Wisconsin
$204K -$22K -58 -10%
SW
931
SlateStone Wealth
Florida
$204K +$204K +538 New
AIC
932
Argus Investors Counsel
New York
$204K +$204K +536 New
STA
933
Summit Trail Advisors
New York
$203K -$66.5K -175 -25%
WAM
934
Walker Asset Management
Missouri
$203K +$203K +535 New
MW
935
Marcum Wealth
Ohio
$202K +$202K +532 New
TCM
936
Tufton Capital Management
Maryland
$201K +$201K +530 New
WB
937
WesBanco Bank
West Virginia
$201K +$201K +528 New
PFBT
938
Parkside Financial Bank & Trust
Missouri
$194K +$30K +79 +18%
CFGS
939
Concourse Financial Group Securities
Alabama
$193K -$380 -1 -0.2%
CPG
940
Cornerstone Planning Group
New Jersey
$188K -$113K -299 -38%
CTWM
941
Cherry Tree Wealth Management
Minnesota
$186K
OP
942
ORG Partners
Indiana
$182K
GM
943
GeoWealth Management
Illinois
$179K +$179K +471 New
BTI
944
Blue Trust Inc
Georgia
$177K +$52.7K +160 +42%
BWAM
945
Boyd Watterson Asset Management
Ohio
$174K -$2.28K -6 -1%
FFA
946
Farther Finance Advisors
California
$168K +$93.9K +247 +126%
TIM
947
Tortoise Investment Management
New York
$167K
HDIM
948
Hanson & Doremus Investment Management
Vermont
$164K
AWM
949
Avior Wealth Management
Nebraska
$162K -$136K -357 -46%
MIM
950
Macroview Investment Management
Maryland
$160K