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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
AUB
376
Atlantic Union Bankshares
Virginia
$3.01M +$184K +460 +7%
MCC
377
Malaga Cove Capital
California
$2.99M -$34K -85 -1%
NHT
378
New Hampshire Trust
New Hampshire
$2.93M -$83.3K -208 -3%
RCM
379
Radnor Capital Management
Pennsylvania
$2.91M
CTA
380
Chesley Taft & Associates
Illinois
$2.91M -$1.2K -3 -0%
SC
381
Savant Capital
Illinois
$2.9M +$9.61K +24 +0.4%
CB
382
CNB Bank
Pennsylvania
$2.89M -$126K -314 -5%
GLA
383
Great Lakes Advisors
Illinois
$2.88M -$219K -548 -8%
Lido Advisors
384
Lido Advisors
California
$2.87M -$271K -678 -9%
BCM
385
Bridgeway Capital Management
Texas
$2.87M
DIA
386
Dean Investment Associates
Ohio
$2.85M +$36.8K +92 +1%
HIMCH
387
Hartford Investment Management Co (HIMCO)
Connecticut
$2.85M -$133K -331 -5%
BMSSC
388
B. Metzler seel. Sohn & Co
Germany
$2.85M +$97.7K +244 +4%
GLR
389
Great Lakes Retirement
Ohio
$2.8M +$48.8K +122 +2%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$2.8M -$56.5K -141 -2%
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$2.78M +$47.6K +119 +2%
NAM
392
NorthCrest Asset Manangement
Minnesota
$2.78M
LIM
393
Loudon Investment Management
New Hampshire
$2.75M -$539K -1,345 -18%
CCM
394
Cinctive Capital Management
New York
$2.72M +$2.49M +6,210 New
FM
395
Family Management
New York
$2.71M +$5.61K +14 +0.2%
VF
396
Virtu Financial
New York
$2.65M +$2.42M +6,050 New
IAS
397
IMA Advisory Services
Colorado
$2.64M -$658K -1,643 -21%
ACP
398
Aviance Capital Partners
Florida
$2.63M
PAG
399
Private Advisor Group
New Jersey
$2.61M -$64.1K -160 -3%
SAM
400
Securian Asset Management
Minnesota
$2.57M -$235K -587 -9%

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.