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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
CT
301
Colonial Trust
South Carolina
$5.36M -$200K -500 -4%
BF
302
BOK Financial
Oklahoma
$5.32M -$1.9M -4,749 -28%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$5.3M -$6.25M -15,621 -56%
BCIM
304
British Columbia Investment Management
British Columbia, Canada
$5.3M +$106K +265 +2%
SSA
305
Schonfeld Strategic Advisors
New York
$5.16M +$4.39M +10,976 +1,388%
LS
306
Livforsakringsbolaget Skandia
Sweden
$5.13M
Assenagon Asset Management
307
Assenagon Asset Management
Luxembourg
$5.1M -$19.8M -49,339 -81%
KAS
308
Kestra Advisory Services
Texas
$4.94M +$415K +1,036 +10%
AAIM
309
American Assets Investment Management
California
$4.93M
GI
310
GAMCO Investors
Connecticut
$4.91M
CA
311
Cetera Advisors
Colorado
$4.78M +$1.56M +3,895 +56%
Mackenzie Financial
312
Mackenzie Financial
Ontario, Canada
$4.69M +$237K +593 +6%
BSW
313
Buckingham Strategic Wealth
Missouri
$4.67M +$68.5K +171 +2%
JFG
314
Jefferies Financial Group
New York
$4.65M +$4.25M +10,615 New
RCIM
315
Red Cedar Investment Management
Michigan
$4.61M
IMRF
316
Illinois Municipal Retirement Fund
Illinois
$4.61M
LAM
317
L2 Asset Management
Massachusetts
$4.59M +$346K +863 +9%
Wealthfront Advisers
318
Wealthfront Advisers
California
$4.52M -$115K -286 -3%
Baird Financial Group
319
Baird Financial Group
Wisconsin
$4.48M -$24.8K -62 -0.6%
JAG
320
Journey Advisory Group
Kentucky
$4.48M +$326K +815 +9%
VA
321
Vident Advisory
Georgia
$4.47M -$16.2M -40,409 -80%
VLKIM
322
Van Lanschot Kempen Investment Management
Netherlands
$4.42M +$1.4M +3,486 +53%
YIH
323
Y-Intercept (HK)
Hong Kong
$4.4M +$3.58M +8,936 +806%
MPA
324
Marvin & Palmer Associates
Delaware
$4.4M -$58.1K -145 -1%
SWA
325
SOA Wealth Advisors
New York
$4.35M +$68.9K +172 +2%

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.