Ameriprise Financial
1,084 hedge funds and large institutions have $28.1B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 348 increasing their positions, 394 reducing their positions, and 65 closing their positions.
55% more call options, than puts
Call options by funds: $76.5M | Put options by funds: $49.3M
35% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 65
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
1% more funds holding
Funds holding: 1,077 → 1,084 (+7)
0.02% less ownership
Funds ownership: 82.99% → 82.98% (-0.02%)
2% less capital invested
Capital invested by funds: $28.6B → $28.1B (-$578M)
12% less repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 394
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$208M |
| 2 |
Barclays
London,
United Kingdom
|
+$46.6M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$40.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$37M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$113M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$113M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$93.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$69.1M |
| 5 |
JP Morgan Chase
New York
|
-$68.8M |
AMP Hedge Fund Activity: Q3 2023 in Review
1,084 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2023, worth a combined $28.1B — down 2% from $28.6B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new AMP positions and 65 closed out — a net gain of 23 holders — while 348 added to existing stakes and 394 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $208M. The largest seller was Bank of New York Mellon, cutting an estimated $113M.
- 1,084 institutional investors held Ameriprise Financial (AMP) as of Q3 2023, up from 1,077 in Q2 2023.
- Funds reported $28.1B of Ameriprise Financial stock for Q3 2023, down 2% quarter-over-quarter.
- 88 funds opened new Ameriprise Financial positions in Q3 2023 and 65 closed out, a net change of +23 holders.
- The largest Ameriprise Financial buyer in Q3 2023 was Viking Global Investors, an estimated $208M added.
- The largest Ameriprise Financial seller in Q3 2023 was Bank of New York Mellon, an estimated $113M sold.
Based on aggregated 13F filings for Q3 2023.