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Ameriprise Financial
AMP

Overview Fund Activity

1,070 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, 404 reducing their positions, and 61 closing their positions.

Holders
1,070
Holders Change
+41
Holders Change %
+3.98%
% of All Funds
16.88%
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
404
Closed
61
Calls
$43.5M
Puts
$47M
Net Calls
-$3.42M
Net Calls Change
-$2.77M

Top Buyers

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M
2
BlackRock
2
BlackRock
New York
$2.87B
3
American Century Companies
3
American Century Companies
Missouri
$81.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.51B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$197M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.51B 13,581,639 -301,286 -2%
BlackRock
2
BlackRock
New York
$2.87B 8,639,000 -678,752 -7%
State Street
3
State Street
Massachusetts
$1.54B 4,651,183 +32,632 +0.7%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.26B 3,804,332 -64,510 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.1B 3,318,312 +433,959 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$815M 2,459,046 +50,320 +2%
Morgan Stanley
7
Morgan Stanley
New York
$761M 2,290,662 -5,663 -0.2%
UBS AM
8
UBS AM
Illinois
$609M 1,987,262 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$605M 1,820,470 -7,623 -0.4%
Boston Partners
10
Boston Partners
Massachusetts
$575M 1,730,668 -69,988 -4%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$556M 1,673,748 +382,811 +30%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$433M 1,303,713 -10,747 -0.8%
Northern Trust
13
Northern Trust
Illinois
$423M 1,272,266 -69,916 -5%
LSV Asset Management
14
LSV Asset Management
Illinois
$422M 1,271,193 -21,850 -2%
Norges Bank
15
Norges Bank
Norway
$421M 1,268,196 -9,664 -0.8%
UBS Group
16
UBS Group
Switzerland
$417M 1,254,494 -3,286 -0.3%
Viking Global Investors
17
Viking Global Investors
Connecticut
$373M 1,124,103 +183,063 +19%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$326M 980,919 -24,418 -2%
LAM
19
Lyrical Asset Management
New York
$317M 954,922 -61,249 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$290M 873,774 -14,097 -2%
Bank of America
21
Bank of America
North Carolina
$276M 831,449 -108,040 -11%
Goldman Sachs
22
Goldman Sachs
New York
$250M 752,335 +73,665 +11%
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$243M 730,484 +86,264 +13%
Legal & General Group
24
Legal & General Group
United Kingdom
$242M 727,605 -9,289 -1%
Deutsche Bank
25
Deutsche Bank
Germany
$228M 687,490 -32,065 -4%
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