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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 %
LF
1126
Lee Financial
Texas
$3.8K – – –
PWMG
1127
Provence Wealth Management Group
California
$3.8K – – –
BLC
1128
Brown, Lisle/Cummings
Rhode Island
$3.8K – – –
CJ
1129
Caitlin John
Michigan
$3.57K +$3.57K +9 New
CAM
1130
ClariVest Asset Management
California
$3.42K – – –
AA
1131
Addison Advisors
Vermont
$3.42K – – –
NFSG
1132
Newbridge Financial Services Group
Florida
$3.13K -$2.73K -7 -47%
PMFA
1133
Plante Moran Financial Advisors
Michigan
$3.04K – – –
SWM
1134
Sanctuary Wealth Management
Idaho
$3.04K – – –
HBW
1135
Hazlett, Burt & Watson
West Virginia
$3K – – –
AFS
1136
Annapolis Financial Services
Maryland
$2.66K – – –
ETC
1137
Exchange Traded Concepts
Oklahoma
$2.66K +$380 +1 +17%
HWP
1138
Highline Wealth Partners
California
$2.28K – – –
TAM
1139
Tucker Asset Management
Colorado
$2.28K – – –
LIWM
1140
Long Island Wealth Management
New York
$2K +$2K +6 New
CWP
1141
Concord Wealth Partners
Virginia
$1.9K – – –
CCM
1142
Chilton Capital Management
Texas
$1.52K +$1.52K +4 New
CIA
1143
Cape Investment Advisory
Georgia
$1.52K – – –
KI
1144
Kapitalo Investimentos
Brazil
$1.52K +$1.52K +4 New
MHR
1145
Matthew Hamilton Rosenberg
$1.14K – – –
SRCM
1146
Signature Resources Capital Management
California
$1.14K +$1.14K +3 New
TH
1147
TCTC Holdings
Texas
$760 – – –
TWP
1148
TFO Wealth Partners
Ohio
$760 – – –
WWM
1149
Wolff Wiese Magana
California
$760 – – –
AP
1150
Aspect Partners
Virginia
$760 +$760 +2 New
44 45
46
47 48