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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
RCIM
301
Red Cedar Investment Management
Michigan
$4M
IMRF
302
Illinois Municipal Retirement Fund
Illinois
$4M
BSW
303
Buckingham Strategic Wealth
Missouri
$3.98M +$2.73M +7,947 +314%
AG
304
AIA Group
Hong Kong
$3.96M +$2.57M +7,508 +257%
Baird Financial Group
305
Baird Financial Group
Wisconsin
$3.9M -$425K -1,238 -11%
KAS
306
Kestra Advisory Services
Texas
$3.89M +$430K +1,253 +14%
MPA
307
Marvin & Palmer Associates
Delaware
$3.87M -$4.75M -13,850 -58%
SG Americas Securities
308
SG Americas Securities
New York
$3.85M +$2.87M +8,382 +478%
Mackenzie Financial
309
Mackenzie Financial
Ontario, Canada
$3.84M +$21.3K +62 +0.6%
CB
310
Cadence Bank
Mississippi
$3.83M -$56.6K -165 -2%
RJT
311
Raymond James Trust
Florida
$3.79M +$33.6K +98 +1%
Allspring Global Investments
312
Allspring Global Investments
North Carolina
$3.77M -$1M -2,923 -23%
SWA
313
SOA Wealth Advisors
New York
$3.71M -$57.6K -168 -2%
LAM
314
L2 Asset Management
Massachusetts
$3.65M +$3.16M +9,210 +2,320%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$3.65M +$40.5K +118 +1%
Bessemer Group
316
Bessemer Group
New Jersey
$3.63M -$121K -353 -4%
EAM
317
Eagle Asset Management
Florida
$3.61M +$45.6K +133 +1%
FB
318
Fulton Bank
Pennsylvania
$3.61M -$184K -538 -5%
AIM
319
Achmea Investment Management
Netherlands
$3.59M +$37.4K +109 +1%
JAG
320
Journey Advisory Group
Kentucky
$3.57M +$111K +323 +4%
TPCW
321
TD Private Client Wealth
New York
$3.55M -$201K -587 -6%
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$3.52M +$227K +662 +8%
EI
323
EDMP Inc
Florida
$3.4M +$75.8K +221 +3%
DT
324
Diversified Trust
Tennessee
$3.39M +$2.3M +6,693 +299%
QIM
325
Quantitative Investment Management
Virginia
$3.38M +$2.61M +7,613 +590%

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.