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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
GFS
326
GYL Financial Synergies
Connecticut
$3.35M +$60.7K +177 +2%
AC
327
Arjuna Capital
North Carolina
$3.28M +$97.7K +285 +3%
BA
328
Bridgewater Associates
Connecticut
$3.27M -$18.5M -53,912 -86%
NA
329
NewEdge Advisors
Louisiana
$3.27M +$188K +548 +7%
GIBU
330
Gulf International Bank (UK)
United Kingdom
$3.25M -$404K -1,178 -12%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$3.24M +$26.7K +78 +0.9%
SW
332
SVB Wealth
Massachusetts
$3.21M -$718K -2,095 -20%
BC
333
Burney Company
Virginia
$3.15M +$489K +1,427 +21%
CWP
334
Cyndeo Wealth Partners
Florida
$3.12M -$1.52M -4,447 -35%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$3.11M +$526K +1,533 +23%
TBA
336
Tower Bridge Advisors
Pennsylvania
$3.09M
KRS
337
Kentucky Retirement Systems
Kentucky
$3.08M +$13K +38 +0.5%
LI
338
LMCG Investments
Massachusetts
$3.06M -$1.2M -3,500 -30%
ASN
339
Advisory Services Network
Georgia
$3.05M -$39.8K -116 -1%
GAM
340
Groupama Asset Management
France
$3.05M +$2.75M +8,029 New
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$3.05M
Cetera Investment Advisers
342
Cetera Investment Advisers
Illinois
$2.99M -$256K -748 -9%
PWM
343
Perigon Wealth Management
California
$2.99M -$4.46K -13 -0.2%
GDP
344
Great Diamond Partners
Maine
$2.97M +$91.6K +267 +4%
BC
345
Bartlett & Co
Ohio
$2.92M -$103K -300 -4%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$2.92M -$103K -300 -4%
IAS
347
IMA Advisory Services
Colorado
$2.91M -$320K -933 -11%
NPP
348
New Potomac Partners
Maryland
$2.91M -$206K -601 -7%
LIM
349
Loudon Investment Management
New Hampshire
$2.9M -$32.2K -94 -1%
HAI
350
Hennessy Advisors Inc
California
$2.85M

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.