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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
CIBC World Market
426
CIBC World Market
Ontario, Canada
$2.22M -$719K -1,796 -26%
CFB
427
Cullen/Frost Bankers
Texas
$2.21M +$61.7K +154 +3%
OC
428
Oppenheimer & Co
New York
$2.19M -$9.21K -23 -0.5%
BFS
429
Bradley Foster & Sargent
Connecticut
$2.18M
AIA
430
Affinity Investment Advisors
California
$2.15M +$92.5K +231 +5%
QCM
431
Quantinno Capital Management
New York
$2.14M +$437K +1,091 +29%
EFM
432
Eley Financial Management
Vermont
$2.13M -$32K -80 -2%
A
433
AlphaQuest
New York
$2.12M +$47.2K +118 +2%
GT
434
Greenleaf Trust
Michigan
$2.11M -$22.4K -56 -1%
AWM
435
Apollon Wealth Management
South Carolina
$2.07M -$92.5K -231 -5%
MYLI
436
Meiji Yasuda Life Insurance
Japan
$2.07M -$141K -352 -7%
PCA
437
Peddock Capital Advisors
Massachusetts
$2.06M +$44.4K +111 +2%
HNB
438
Hilltop National Bank
Wyoming
$2.04M +$1.86M +4,648 New
Impax Asset Management Group
439
Impax Asset Management Group
United Kingdom
$2.03M
TA
440
TruWealth Advisors
Louisiana
$2.03M -$40K -100 -2%
1832 Asset Management
441
1832 Asset Management
Ontario, Canada
$2.01M -$369K -922 -17%
RIA
442
Realta Investment Advisors
Delaware
$1.99M -$12K -30 -0.7%
CWM
443
Connecticut Wealth Management
Connecticut
$1.96M +$9.21K +23 +0.5%
MYIA
444
Mount Yale Investment Advisors
Colorado
$1.96M +$66.5K +166 +4%
UH
445
Unigestion Holding
Switzerland
$1.94M +$789K +1,971 +80%
MAM
446
Martingale Asset Management
Massachusetts
$1.94M +$1.23M +3,065 +224%
RWP
447
RWA Wealth Partners
Massachusetts
$1.93M +$15.2K +38 +0.9%
AAM
448
Auxier Asset Management
Oregon
$1.93M
DADC
449
D.A. Davidson & Co
Montana
$1.92M +$45.2K +113 +3%
UCFA
450
United Capital Financial Advisors
Texas
$1.9M -$125K -313 -7%

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.