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Ameriprise Financial
AMP

Overview Fund Activity

1,071 hedge funds and large institutions have $28.6B invested in Ameriprise Financial in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 332 increasing their positions, 405 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
16.89%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
110
Increased
332
Reduced
405
Closed
61
Calls
$43.5M
Puts
$47M
Net Calls
-$3.42M
Net Calls Change
-$2.77M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.1B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$556M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$184M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
$373M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
2
BlackRock
BlackRock
New York
$2.87B
3
American Century Companies
American Century Companies
Missouri
$81.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.51B
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1051
Sanctuary Wealth Management
Idaho
$2.66K +$2.66K +8 New
NFSG
1052
Newbridge Financial Services Group
Florida
$2.34K – – –
AFS
1053
Annapolis Financial Services
Maryland
$2.33K – – –
CAM
1054
ClariVest Asset Management
California
$2K – – –
HWP
1055
Highline Wealth Partners
California
$1.99K – – –
ETC
1056
Exchange Traded Concepts
Oklahoma
$1.66K -$664 -2 -29%
CWP
1057
Concord Wealth Partners
Virginia
$1.66K +$1.66K +5 New
CIA
1058
Cape Investment Advisory
Georgia
$1.33K – – –
TAM
1059
Tucker Asset Management
Colorado
$1.33K +$1.33K +4 New
AWM
1060
Atticus Wealth Management
Florida
$1.33K +$1.33K +4 New
MHR
1061
Matthew Hamilton Rosenberg
$996 – – –
2L
1062
25 LLC
Missouri
$684 – – –
WWM
1063
Wolff Wiese Magana
California
$665 – – –
VWM
1064
Venturi Wealth Management
Texas
$665 +$665 +2 New
TH
1065
TCTC Holdings
Texas
$664 -$491K -1,480 -100%
TWP
1066
TFO Wealth Partners
Ohio
$664 – – –
UFF
1067
USA Financial Formulas
Michigan
$664 – – –
PI
1068
PEAK6 Investments
Illinois
$592 -$717K -2,422 -100%
CTA
1069
Colonial Trust Advisors
South Carolina
$332 – – –
VAG
1070
VisionPoint Advisory Group
Texas
$332 +$332 +1 New
NC
1071
NewSquare Capital
Pennsylvania
$198 -$5.15K -26 -96%
E
1072
Ergoteles
New York
– -$5.96M -19,449 Closed
WEG
1073
World Equity Group
Illinois
– -$132K -12,388 Closed
SW
1074
SteelPeak Wealth
California
– -$2.14M -6,971 Closed
SICM
1075
Sustainable Insight Capital Management
New York
– -$2M -6,524 Closed
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