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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B +$22.1M +84,131 +0.6%
BlackRock
2
BlackRock
New York
$2.17B -$85.7M -325,593 -4%
State Street
3
State Street
Massachusetts
$1.25B -$21.7M -82,615 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.07B -$47M -178,553 -4%
JP Morgan Chase
5
JP Morgan Chase
New York
$853M +$83.8M +318,474 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$602M +$5.17M +19,651 +0.8%
Boston Partners
7
Boston Partners
Massachusetts
$569M -$14.2M -53,892 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$550M -$83.8M -318,585 -13%
Morgan Stanley
9
Morgan Stanley
New York
$549M -$14.7M -56,007 -3%
UBS AM
10
UBS AM
Illinois
$515M +$12.8M +48,641 +2%
Viking Global Investors
11
Viking Global Investors
Connecticut
$455M +$163M +620,093 +52%
LSV Asset Management
12
LSV Asset Management
Illinois
$434M -$9.33M -35,451 -2%
UBS Group
13
UBS Group
Switzerland
$361M -$42.6M -162,059 -10%
Northern Trust
14
Northern Trust
Illinois
$343M -$6.48M -24,638 -2%
Norges Bank
15
Norges Bank
Norway
$316M -$2.06M -7,828 -0.6%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$297M -$29.5M -112,231 -9%
LAM
17
Lyrical Asset Management
New York
$296M -$50.3M -191,203 -14%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$295M -$12.3M -46,936 -4%
N
19
Nuveen
North Carolina
$265M +$20.4M +77,367 +8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$250M +$18.8M +71,559 +8%
American Century Companies
21
American Century Companies
Missouri
$242M -$58.8M -223,385 -19%
BGC
22
Beutel, Goodman & Co
Ontario, Canada
$238M -$1.99M -7,558 -0.8%
Goldman Sachs
23
Goldman Sachs
New York
$212M -$3.86M -14,669 -2%
Bank of America
24
Bank of America
North Carolina
$208M -$40.8M -155,213 -16%
Legal & General Group
25
Legal & General Group
United Kingdom
$201M -$16.1M -61,275 -7%