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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
CAM
351
Carret Asset Management
New York
$2.8M -$90.9K -265 -3%
SFA
352
Sequoia Financial Advisors
Ohio
$2.79M +$1.52M +4,426 +151%
Cambridge Investment Research Advisors
353
Cambridge Investment Research Advisors
Iowa
$2.79M -$57.6K -168 -2%
N
354
Natixis
France
$2.77M +$550K +1,603 +28%
Lido Advisors
355
Lido Advisors
California
$2.74M -$5.13M -14,963 -67%
BCI
356
Brinker Capital Investments
Pennsylvania
$2.74M -$218K -637 -8%
OPS
357
Orion Portfolio Solutions
Nebraska
$2.74M -$218K -637 -8%
GLA
358
Great Lakes Advisors
Illinois
$2.71M -$77.5K -226 -3%
FNBT
359
FineMark National Bank & Trust
Florida
$2.67M -$3.43K -10 -0.1%
CA
360
Cetera Advisors
Colorado
$2.66M +$821K +2,395 +52%
Alyeska Investment Group
361
Alyeska Investment Group
Illinois
$2.64M +$990K +2,888 +71%
JIC
362
Johnson Investment Counsel
Ohio
$2.63M -$5.14K -15 -0.2%
CB
363
CNB Bank
Pennsylvania
$2.62M -$102K -297 -4%
MCC
364
Malaga Cove Capital
California
$2.62M -$2.4K -7 -0.1%
NHT
365
New Hampshire Trust
New Hampshire
$2.62M -$14.1K -41 -0.6%
WJWM
366
Williams Jones Wealth Management
New York
$2.62M -$19.5K -57 -0.8%
CIBC World Market
367
CIBC World Market
Ontario, Canada
$2.6M -$432K -1,260 -16%
HIMCH
368
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M -$62.1K -181 -3%
RCM
369
Radnor Capital Management
Pennsylvania
$2.52M +$68.6K +200 +3%
CTA
370
Chesley Taft & Associates
Illinois
$2.52M -$25.4K -74 -1%
SC
371
Savant Capital
Illinois
$2.5M +$113K +329 +5%
VLKIM
372
Van Lanschot Kempen Investment Management
Netherlands
$2.5M +$2.26M +6,593 New
BCM
373
Bridgeway Capital Management
Texas
$2.48M
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$2.48M +$106K +308 +5%
SAM
375
Securian Asset Management
Minnesota
$2.45M -$311K -908 -12%

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.