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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
RIA
426
Realta Investment Advisors
Delaware
$1.74M -$60K -175 -4%
MIA
427
MainStreet Investment Advisors
Illinois
$1.72M -$6.86K -20 -0.4%
CWM
428
Connecticut Wealth Management
Connecticut
$1.69M +$1.07M +3,114 +232%
AAM
429
Auxier Asset Management
Oregon
$1.67M -$23K -67 -1%
RWP
430
RWA Wealth Partners
Massachusetts
$1.66M +$656K +1,913 +78%
MCM
431
MAI Capital Management
Ohio
$1.64M -$29.1K -85 -2%
MYIA
432
Mount Yale Investment Advisors
Colorado
$1.63M -$7.54K -22 -0.5%
DADC
433
D.A. Davidson & Co
Montana
$1.62M +$37.7K +110 +3%
PS
434
Pensionfund Sabic
Netherlands
$1.59M
RAM
435
Ramirez Asset Management
New York
$1.59M
MLICM
436
Metropolitan Life Insurance Company (MetLife)
New York
$1.56M -$43.2K -126 -3%
PS
437
Principal Securities
Iowa
$1.54M +$1.39M +4,042 New
PGCM
438
Prescott Group Capital Management
Oklahoma
$1.52M
KTA
439
Keeley-Teton Advisors
Illinois
$1.51M -$48.7K -142 -3%
GL
440
Graypoint LLC
New York
$1.51M -$251K -731 -16%
QCG
441
Quadrant Capital Group
Ohio
$1.5M -$58K -169 -4%
BPCA
442
Bank Pictet & Cie (Asia)
Singapore
$1.5M
OAM
443
Oppenheimer Asset Management
New York
$1.5M -$31.9K -93 -2%
BPA
444
Beacon Pointe Advisors
California
$1.49M -$264K -771 -16%
VSQM
445
V-Square Quantitative Management
Illinois
$1.49M +$811K +2,366 +153%
MCM
446
Manchester Capital Management
Vermont
$1.48M +$44.6K +130 +3%
PA
447
Parallel Advisors
California
$1.48M -$28.5K -83 -2%
CP
448
Covenant Partners
Tennessee
$1.47M
Verition Fund Management
449
Verition Fund Management
Connecticut
$1.47M +$35.3K +103 +3%
SCTC
450
Sanibel Captiva Trust Company
Florida
$1.47M +$1.32M +3,859 New

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.