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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
426
Weaver C. Barksdale & Associates
Tennessee
$2.36M -$83.7K -193 -4%
WSFS
427
Wilmington Savings Fund Society
Delaware
$2.36M +$1.68M +3,873 +339%
FTDI
428
First Trust Direct Indexing
Massachusetts
$2.36M +$411K +947 +23%
FMWA
429
Forvis Mazars Wealth Advisors
Missouri
$2.35M -$16.9K -39 -0.8%
MCM
430
MAI Capital Management
Ohio
$2.35M -$245K -565 -10%
IG
431
ING Group
Netherlands
$2.33M -$3.18M -7,336 -60%
HNB
432
Hilltop National Bank
Wyoming
$2.31M +$32.1K +74 +2%
GT
433
Greenleaf Trust
Michigan
$2.3M +$13K +30 +0.6%
NMERB
434
New Mexico Educational Retirement Board
New Mexico
$2.29M -$86.8K -200 -4%
LI
435
LMCG Investments
Massachusetts
$2.26M -$1M -2,309 -32%
PCA
436
Peddock Capital Advisors
Massachusetts
$2.26M +$30.4K +70 +1%
IAA
437
Independent Advisor Alliance
North Carolina
$2.24M -$34.3K -79 -2%
CB
438
CNB Bank
Pennsylvania
$2.24M -$138K -318 -6%
AIA
439
Affinity Investment Advisors
California
$2.21M -$27.8K -64 -1%
PS
440
Principal Securities
Iowa
$2.21M +$57.3K +132 +3%
CWM
441
Congress Wealth Management
Massachusetts
$2.2M +$1.29M +2,962 +171%
OAM
442
Oppenheimer Asset Management
New York
$2.18M -$49.5K -114 -2%
MAS
443
Meeder Advisory Services
Ohio
$2.16M -$112K -259 -5%
AF
444
Allworth Financial
California
$2.15M +$266K +614 +15%
HA
445
Harfst & Associates
Wyoming
$2.15M +$426K +982 +27%
CFB
446
Cullen/Frost Bankers
Texas
$2.15M -$203K -469 -9%
EFM
447
Eley Financial Management
Vermont
$2.13M -$49.5K -114 -2%
PAM
448
Paradigm Asset Management
New York
$2.11M
DADC
449
D.A. Davidson & Co
Montana
$2.11M +$20.4K +47 +1%
BL
450
BFSG LLC
California
$2.1M +$226K +520 +13%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.