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Ameriprise Financial

1,240 hedge funds and large institutions have $36.7B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 423 increasing their positions, 414 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 56

65% more call options, than puts

Call options by funds: $147M | Put options by funds: $88.9M

12% more capital invested

Capital invested by funds: $32.9B → $36.7B (+$3.8B)

7% more funds holding

Funds holding: 1,1611,240 (+79)

2% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 414

1.94% less ownership

Funds ownership: 85.54%83.6% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,240
Holders Change
+79
Holders Change %
+6.8%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
149
Increased
423
Reduced
414
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
276
Venture Visionary Partners
Ohio
$6.72M +$21.6K +54 +0.4%
SWS
277
SYSTM Wealth Solutions
Illinois
$6.72M +$659K +1,646 +12%
NYLIM
278
New York Life Investment Management
New York
$6.66M -$266K -665 -4%
William Blair & Company
279
William Blair & Company
Illinois
$6.56M -$87.7K -219 -1%
IMCOOI
280
Investment Management Corp of Ontario (IMCO)
Canada
$6.54M -$320K -800 -5%
AI
281
Atria Investments
North Carolina
$6.5M +$290K +725 +5%
FMC
282
First Merchants Corp
Indiana
$6.48M -$353K -881 -6%
BBVA
283
Banco Bilbao Vizcaya Argentaria
Spain
$6.42M -$47.6K -119 -0.8%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$6.32M +$146K +364 +3%
ET
285
Equitable Trust
Tennessee
$6.27M +$320K +800 +6%
Public Employees Retirement Association of Colorado
286
Public Employees Retirement Association of Colorado
Colorado
$6.26M -$450K -1,124 -7%
YCM
287
Yousif Capital Management
Michigan
$6.16M -$265K -663 -5%
EI
288
Ethic Inc
New York
$6.02M +$234K +584 +4%
VPIM
289
Vanguard Personalized Indexing Management
California
$6M +$36.8K +92 +0.7%
Lazard Asset Management
290
Lazard Asset Management
New York
$5.94M -$41.6K -104 -0.8%
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
$5.93M -$320K -799 -6%
CGH
292
Crossmark Global Holdings
Texas
$5.83M -$254K -635 -5%
BCM
293
BTC Capital Management
Iowa
$5.78M +$5.28M +13,187 New
FC
294
FORA Capital
Florida
$5.71M -$738K -1,844 -12%
NAM
295
Nissay Asset Management
Japan
$5.7M -$16.3M -40,721 -76%
SPIA
296
Steward Partners Investment Advisory
New York
$5.69M -$36.4K -91 -0.7%
RPI
297
Railway Pension Investments
United Kingdom
$5.61M +$280K +700 +6%
IG
298
ING Group
Netherlands
$5.54M -$2.37M -5,917 -32%
Ensign Peak Advisors
299
Ensign Peak Advisors
Utah
$5.52M -$2.6M -6,500 -34%
HWM
300
Hohimer Wealth Management
Washington
$5.4M -$40.4K -101 -0.8%

AMP Hedge Fund Activity: Q1 2024 in Review

1,240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2024, worth a combined $36.7B — up 12% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AMP positions and 56 closed out — a net gain of 93 holders — while 423 added to existing stakes and 414 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was Morgan Stanley, cutting an estimated $921M.

  • 1,240 institutional investors held Ameriprise Financial (AMP) as of Q1 2024, up from 1,161 in Q4 2023.
  • Funds reported $36.7B of Ameriprise Financial stock for Q1 2024, up 12% quarter-over-quarter.
  • 149 funds opened new Ameriprise Financial positions in Q1 2024 and 56 closed out, a net change of +93 holders.
  • The largest Ameriprise Financial buyer in Q1 2024 was JP Morgan Chase, an estimated $242M added.
  • The largest Ameriprise Financial seller in Q1 2024 was Morgan Stanley, an estimated $921M sold.

Based on aggregated 13F filings for Q1 2024.