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Ameriprise Financial

1,161 hedge funds and large institutions have $32.9B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 339 increasing their positions, 439 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 72

17% more capital invested

Capital invested by funds: $28.1B → $32.9B (+$4.83B)

7% more funds holding

Funds holding: 1,0841,161 (+77)

2.56% more ownership

Funds ownership: 82.98%85.54% (+2.6%)

4% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $84.6M

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

23% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 439

Holders
1,161
Holders Change
+77
Holders Change %
+7.1%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
168
Increased
339
Reduced
439
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
276
Yousif Capital Management
Michigan
$5.59M -$980K -2,858 -16%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$5.44M -$2.74M -7,978 -36%
AI
278
Atria Investments
North Carolina
$5.36M +$369K +1,075 +8%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$5.34M -$273K -795 -5%
CGH
280
Crossmark Global Holdings
Texas
$5.29M -$193K -563 -4%
SWS
281
SYSTM Wealth Solutions
Illinois
$5.2M +$496K +1,446 +12%
Lazard Asset Management
282
Lazard Asset Management
New York
$5.19M -$74.4K -217 -2%
VPIM
283
Vanguard Personalized Indexing Management
California
$5.17M +$25K +73 +0.5%
TRCT
284
Tower Research Capital (TRC)
New York
$5.14M +$3.09M +9,009 +199%
ET
285
Equitable Trust
Tennessee
$5.12M
CAM
286
Cresset Asset Management
Illinois
$5.11M +$9.94K +29 +0.2%
EI
287
Ethic Inc
New York
$4.99M +$378K +1,103 +9%
SPIA
288
Steward Partners Investment Advisory
New York
$4.97M -$3.43K -10 -0.1%
CT
289
Colonial Trust
South Carolina
$4.83M +$4.06M +11,841 +1,353%
HWM
290
Hohimer Wealth Management
Washington
$4.71M +$40.5K +118 +1%
RPI
291
Railway Pension Investments
United Kingdom
$4.6M
EAM
292
Erste Asset Management
Austria
$4.5M -$6.51K -19 -0.2%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$4.49M +$802K +2,339 +25%
LS
294
Livforsakringsbolaget Skandia
Sweden
$4.45M +$30.2K +88 +0.8%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$4.39M -$1.23M -3,600 -24%
AAIM
296
American Assets Investment Management
California
$4.27M
GI
297
GAMCO Investors
Connecticut
$4.25M -$129K -376 -3%
AWM
298
AE Wealth Management
Kansas
$4.09M +$130K +379 +4%
Wealthfront Advisers
299
Wealthfront Advisers
California
$4.03M -$32.9K -96 -0.9%
ACM
300
Aquatic Capital Management
Illinois
$4.03M +$3.26M +9,520 +881%

AMP Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2023, worth a combined $32.9B — up 17% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new AMP positions and 72 closed out — a net gain of 96 holders — while 339 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $783M. The largest seller was Millennium Management, cutting an estimated $113M.

  • 1,161 institutional investors held Ameriprise Financial (AMP) as of Q4 2023, up from 1,084 in Q3 2023.
  • Funds reported $32.9B of Ameriprise Financial stock for Q4 2023, up 17% quarter-over-quarter.
  • 168 funds opened new Ameriprise Financial positions in Q4 2023 and 72 closed out, a net change of +96 holders.
  • The largest Ameriprise Financial buyer in Q4 2023 was Morgan Stanley, an estimated $783M added.
  • The largest Ameriprise Financial seller in Q4 2023 was Millennium Management, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.