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Ameriprise Financial
AMP

Overview Fund Activity

1,079 hedge funds and large institutions have $28B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 345 increasing their positions, 392 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
88
Increased
345
Reduced
392
Closed
64
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$201M
2
Barclays
Barclays
United Kingdom
+$45M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39.4M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$35.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$35.5M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$109M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$109M
3
LSV Asset Management
LSV Asset Management
Illinois
-$90.3M
4
LAM
L2 Asset Management
Massachusetts
-$83.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
951
Morton Brown Family Wealth
Pennsylvania
$52.4K – – –
WBC
952
West Branch Capital
Massachusetts
$50.4K – – –
SCM
953
Silvant Capital Management
Georgia
$50.1K – – –
BCA
954
Bray Capital Advisors
Florida
$49.5K – – –
EWM
955
Evermay Wealth Management
Virginia
$48.8K +$659 +2 +1%
WPA
956
West Paces Advisors
Georgia
$46.8K – – –
CYG
957
Clean Yield Group
Vermont
$46.4K – – –
FP
958
Financial Perspectives
Minnesota
$45.2K – – –
IUHSA
959
Itau Unibanco Holding S.A.
Brazil
$45.2K -$32.3K -98 -42%
PO
960
Private Ocean
California
$43.6K – – –
GFPC
961
Global Financial Private Client
Florida
$43.3K – – –
POIA
962
Pin Oak Investment Advisors
Texas
$37K – – –
TCA
963
Trifecta Capital Advisors
Illinois
$34.6K – – –
BSB
964
Bangor Savings Bank
Maine
$34.3K +$3.3K +10 +11%
C
965
Covestor
United Kingdom
$34K -$2.72K -8 -7%
WIM
966
Westside Investment Management
California
$33.6K – – –
GKIM
967
GW&K Investment Management
Massachusetts
$33K +$21.8K +66 +194%
DAM
968
Delta Asset Management
Tennessee
$33K – – –
PPWM
969
PFG Private Wealth Management
Florida
$31.6K -$58K -176 -65%
PP
970
PFS Partners
New Jersey
$31.3K – – –
CT
971
Clearstead Trust
Maine
$31.3K +$13.5K +41 +76%
CAM
972
Close Asset Management
United Kingdom
$31K – – –
BIA
973
Bell Investment Advisors
California
$30.3K -$1.98K -6 -6%
JWA
974
JFS Wealth Advisors
Pennsylvania
$30.3K – – –
ADL
975
Asset Dedication LLC
California
$30K +$2.26K +7 +8%
37 38
39
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