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Ameriprise Financial
AMP

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.72B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$214M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$226M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$171M
5
EIP
5
Epoch Investment Partners
New York
$145M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$52.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.94B
3
BlackRock
3
BlackRock
New York
$3.17B
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.33B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMM
1101
Naples Money Management
Florida
$7.22K +$7.22K +19 New
SIC
1102
SJS Investment Consulting
Ohio
$6.84K -$1.14K -3 -14%
GEA
1103
Glen Eagle Advisors
New Jersey
$6.84K – – –
Kayne Anderson Rudnick Investment Management
1104
Kayne Anderson Rudnick Investment Management
California
$6.84K +$760 +2 +13%
PWA
1105
Provenance Wealth Advisors
Florida
$6.84K +$6.84K +18 New
CAS
1106
Coppell Advisory Solutions
Texas
$6.69K +$2.97K +8 +80%
S
1107
Sachetta
Massachusetts
$6.46K +$6.46K +17 New
SN
1108
Sittner & Nelson
Oregon
$6.46K – – –
DPW
1109
DiNuzzo Private Wealth
Pennsylvania
$6.08K +$6.08K +16 New
CAL
1110
Capital Advisors Ltd
Ohio
$6K – – –
CSB
1111
City State Bank
Iowa
$6K – – –
CQS
1112
Credential Qtrade Securities
$5.7K – – –
AFWM
1113
Abich Financial Wealth Management
Virginia
$5.7K +$5.7K +15 New
CWC
1114
Carolinas Wealth Consulting
North Carolina
$5.63K – – –
SVCP
1115
Silicon Valley Capital Partners
California
$5.51K +$368 +1 +7%
DF
1116
Dunhill Financial
United Kingdom
$5.5K +$5.5K +14 New
VWA
1117
Valued Wealth Advisors
Utah
$5.28K +$5.28K +16 New
AW
1118
Avion Wealth
Texas
$5K -$417 -1 -8%
CFFP
1119
Center for Financial Planning
Michigan
$4.94K – – –
FG
1120
Fairman Group
Pennsylvania
$4.56K +$4.56K +12 New
ACA
1121
Atlas Capital Advisors
Wyoming
$4.56K – – –
GGI
1122
Godsey & Gibb Inc
Virginia
$4.18K – – –
FFA
1123
Frazier Financial Advisors
Ohio
$4.18K +$4.18K +11 New
AWM
1124
Able Wealth Management
New Jersey
$3.92K +$3.92K +10 New
TFM
1125
TFC Financial Management
Massachusetts
$3.81K – – –
43 44
45
46 47