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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
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$4.32M +$235K +587 +6%
CB
327
Cadence Bank
Mississippi
$4.28M -$128K -319 -3%
Bessemer Group
328
Bessemer Group
New Jersey
$4.27M +$79.7K +199 +2%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$4.23M +$14.4K +36 +0.4%
EAM
330
Eagle Asset Management
Florida
$4.22M +$76.5K +191 +2%
RJT
331
Raymond James Trust
Florida
$4.18M -$177K -443 -4%
AIM
332
Achmea Investment Management
Netherlands
$4.15M
FB
333
Fulton Bank
Pennsylvania
$4.06M -$98.5K -246 -3%
TPCW
334
TD Private Client Wealth
New York
$4.02M -$76.5K -191 -2%
ACM
335
Aquatic Capital Management
Illinois
$4.02M -$577K -1,440 -14%
GFS
336
GYL Financial Synergies
Connecticut
$3.98M +$103K +256 +3%
BC
337
Burney Company
Virginia
$3.96M +$303K +756 +9%
EI
338
EDMP Inc
Florida
$3.92M -$3.6K -9 -0.1%
CWP
339
Cyndeo Wealth Partners
Florida
$3.91M +$291K +726 +9%
CSS
340
Cubist Systematic Strategies
Connecticut
$3.91M +$3.57M +8,909 New
LIP
341
Lighthouse Investment Partners
Florida
$3.87M +$3.53M +8,821 New
SW
342
SVB Wealth
Massachusetts
$3.8M +$80.5K +201 +2%
GIBU
343
Gulf International Bank (UK)
United Kingdom
$3.77M +$21.6K +54 +0.6%
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$3.77M +$25.2K +63 +0.7%
OPERF
345
Oregon Public Employees Retirement Fund
Oregon
$3.74M -$1.21M -3,034 -26%
NA
346
NewEdge Advisors
Louisiana
$3.67M -$46K -115 -1%
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$3.67M +$76.5K +191 +2%
ECU
348
Eisler Capital (UK)
United Kingdom
$3.54M +$2.64M +6,597 +446%
KJHP
349
K.J. Harrison & Partners
Ontario, Canada
$3.51M +$3.2M +8,000 New
TBA
350
Tower Bridge Advisors
Pennsylvania
$3.46M -$96.1K -240 -3%

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.