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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
1CP
401
17 Capital Partners
Arizona
$2.08M +$1.88M +5,470 New
PA
402
Procyon Advisors
Connecticut
$2.05M +$127K +371 +7%
NMERB
403
New Mexico Educational Retirement Board
New Mexico
$2.04M
LCM
404
Leisure Capital Management
California
$2.03M
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$2.02M -$153K -445 -8%
AEPWM
406
Atlantic Edge Private Wealth Management
Florida
$2.01M +$1.82M +5,297 New
TC
407
TownSquare Capital
Utah
$1.95M -$574K -1,675 -25%
MYLI
408
Meiji Yasuda Life Insurance
Japan
$1.93M +$446K +1,300 +34%
OC
409
Oppenheimer & Co
New York
$1.91M +$41.5K +121 +2%
BFS
410
Bradley Foster & Sargent
Connecticut
$1.89M +$116K +337 +7%
AWM
411
Apollon Wealth Management
South Carolina
$1.88M +$538K +1,570 +46%
EFM
412
Eley Financial Management
Vermont
$1.87M -$67.9K -198 -4%
CFB
413
Cullen/Frost Bankers
Texas
$1.85M -$57.6K -168 -3%
GT
414
Greenleaf Trust
Michigan
$1.85M +$33.6K +98 +2%
AWS
415
Atria Wealth Solutions
New York
$1.84M +$146K +426 +10%
FHB
416
First Hawaiian Bank
Hawaii
$1.8M -$32.2K -94 -2%
TA
417
TruWealth Advisors
Louisiana
$1.79M
A
418
AlphaQuest
New York
$1.79M +$1.62M +4,723 New
NFG
419
Nations Financial Group
Iowa
$1.78M +$60.4K +176 +4%
TWC
420
TD Waterhouse Canada
Ontario, Canada
$1.78M +$147K +429 +11%
AIA
421
Affinity Investment Advisors
California
$1.77M -$416K -1,214 -21%
VI
422
Vestcor Inc
New Brunswick, Canada
$1.77M -$6.86K -20 -0.4%
UCFA
423
United Capital Financial Advisors
Texas
$1.77M +$1.23M +3,582 +335%
Impax Asset Management Group
424
Impax Asset Management Group
United Kingdom
$1.76M
PCA
425
Peddock Capital Advisors
Massachusetts
$1.74M +$27.8K +81 +2%

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.