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Ameriprise Financial
AMP

Overview Fund Activity

980 hedge funds and large institutions have $27.6B invested in Ameriprise Financial in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 329 increasing their positions, 323 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
+61
Holders Change %
+6.64%
% of All Funds
15.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
134
Increased
329
Reduced
323
Closed
58
Calls
$54.8M
Puts
$65.9M
Net Calls
-$11.1M
Net Calls Change
-$13M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$205M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$138M
3
Deutsche Bank
Deutsche Bank
Germany
$267M
4
Barclays
Barclays
United Kingdom
$135M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$702M

Top Sellers

1
BlackRock
BlackRock
New York
$2.54B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$746M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$290M
4
LAM
Lyrical Asset Management
New York
$442M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
951
Larson Financial Group
Missouri
$5K +$5K +17 New
Kayne Anderson Rudnick Investment Management
952
Kayne Anderson Rudnick Investment Management
California
$4K – – –
SC
953
Schubert & Co
Texas
$4K +$4K +12 New
ACA
954
Atlas Capital Advisors
Wyoming
$3.62K – – –
CWC
955
Carolinas Wealth Consulting
North Carolina
$3K – – –
LF
956
Lee Financial
Texas
$3K – – –
CCM
957
Chilton Capital Management
Texas
$3K +$3K +11 New
HF
958
Halpern Financial
Virginia
$2.11K +$2.11K +7 New
AFS
959
Annapolis Financial Services
Maryland
$2K – – –
AWMS
960
Advocacy Wealth Management Services
Georgia
$2K – – –
TFM
961
TFC Financial Management
Massachusetts
$2K – – –
CAC
962
Core Alternative Capital
Georgia
$2K +$2K +6 New
AA
963
Addison Advisors
Vermont
$2K +$2K +6 New
RTC
964
Riverview Trust Company
Washington
$1.29K – – –
MG
965
MilWealth Group
Wisconsin
$1.21K – – –
CQS
966
Credential Qtrade Securities
$1.21K +$1.21K +4 New
Lazard Asset Management
967
Lazard Asset Management
New York
$1K -$2.75M -10,997 -100%
UFF
968
USA Financial Formulas
Michigan
$1K -$1.56M -3,119 -100%
TFA
969
Transamerica Financial Advisors
Florida
$1K – – –
ATC
970
Adirondack Trust Company
New York
$1K – – –
KFP
971
KB Financial Partners
New Jersey
$1K +$1K +2 New
S
972
Surevest
California
$1K +$1K +3 New
CWM
973
Curi Wealth Management
North Carolina
$1K +$1K +4 New
FGAM
974
Financial Gravity Asset Management
Texas
$402 +$402 +2,717 +271,700%
WA
975
WestEnd Advisors
North Carolina
$301 +$301 +1 New
37 38
39
40 41