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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
GDP
351
Great Diamond Partners
Maine
$3.45M +$18.4K +46 +0.6%
PWM
352
Perigon Wealth Management
California
$3.43M -$11.6K -29 -0.4%
ASN
353
Advisory Services Network
Georgia
$3.42M -$89.7K -224 -3%
KRS
354
Kentucky Retirement Systems
Kentucky
$3.34M -$195K -488 -6%
Fiera Capital (Canada)
355
Fiera Capital (Canada)
Quebec, Canada
$3.26M +$2.97M +7,429 New
Cambridge Investment Research Advisors
356
Cambridge Investment Research Advisors
Iowa
$3.25M +$30.8K +77 +1%
BCI
357
Brinker Capital Investments
Pennsylvania
$3.23M +$102K +254 +4%
OPS
358
Orion Portfolio Solutions
Nebraska
$3.23M +$102K +254 +4%
MSRPS
359
Maryland State Retirement & Pension System
Maryland
$3.23M -$66.1K -165 -2%
IIM
360
INTECH Investment Management
Florida
$3.22M -$26.9M -67,151 -90%
NPP
361
New Potomac Partners
Maryland
$3.22M -$125K -312 -4%
CAM
362
Carret Asset Management
New York
$3.19M -$30.8K -77 -1%
SFM
363
Signet Financial Management
New Jersey
$3.18M +$2.9M +7,246 New
BCWM
364
Bartlett & Co Wealth Management
Ohio
$3.18M -$167K -418 -5%
DT
365
Diversified Trust
Tennessee
$3.18M -$675K -1,686 -19%
LI
366
LMCG Investments
Massachusetts
$3.15M -$348K -868 -11%
IC
367
IEQ Capital
California
$3.14M +$488K +1,219 +21%
PD
368
Point72 (DIFC)
United Arab Emirates
$3.09M +$2.82M +7,042 New
FNBT
369
FineMark National Bank & Trust
Florida
$3.08M -$3.2K -8 -0.1%
GAM
370
Groupama Asset Management
France
$3.07M -$1.9M -4,742 -59%
ET
371
Entropy Technologies
New York
$3.06M +$2.79M +6,979 New
Wellington Management Group
372
Wellington Management Group
Massachusetts
$3.05M +$322K +805 +13%
JIC
373
Johnson Investment Counsel
Ohio
$3.03M -$9.21K -23 -0.3%
WJWM
374
Williams Jones Wealth Management
New York
$3.03M +$4.4K +11 +0.2%
MPI
375
Mairs & Power Inc
Minnesota
$3.01M +$1.99M +4,970 +262%

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.