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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
DCM
451
Dean Capital Management
Kansas
$1.46M +$214K +624 +19%
FHA
452
First Horizon Advisors
Tennessee
$1.46M -$207K -604 -14%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$1.45M -$4.8K -14 -0.4%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$1.44M -$240K -700 -16%
QCM
455
Quantinno Capital Management
New York
$1.44M +$160K +466 +14%
EF
456
Empirical Finance
Pennsylvania
$1.44M -$1.37K -4 -0.1%
PMA
457
Prudent Man Advisors
Illinois
$1.42M -$46.3K -135 -3%
RIM
458
Redwood Investment Management
Arizona
$1.41M -$518K -1,512 -29%
EC
459
Estate Counselors
Wisconsin
$1.41M
PWM
460
Prentice Wealth Management
New York
$1.4M +$19.5K +57 +2%
LA
461
LBP AM
France
$1.4M -$4.41M -12,857 -78%
IGAM
462
iA Global Asset Management
Quebec, Canada
$1.4M -$117K -340 -8%
O
463
Ossiam
France
$1.4M -$14.7M -42,786 -92%
CTC
464
Central Trust Company
Missouri
$1.4M +$1.37K +4 +0.1%
NB
465
Norinchukin Bank
Japan
$1.39M -$188K -548 -13%
KRSITF
466
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M +$2.4K +7 +0.2%
CCM
467
Coldstream Capital Management
Washington
$1.37M +$219K +639 +22%
CWM
468
Chemistry Wealth Management
New York
$1.36M
JCM
469
Jacobi Capital Management
Pennsylvania
$1.36M +$43.2K +126 +4%
SC
470
Syon Capital
California
$1.35M +$642K +1,873 +111%
MGP
471
Metis Global Partners
California
$1.35M -$552K -1,610 -31%
Holocene Advisors
472
Holocene Advisors
New York
$1.34M +$1.21M +3,540 New
MBT
473
Montecito Bank & Trust
California
$1.34M +$120K +351 +11%
SPC
474
Stewart & Patten Company
California
$1.33M -$34.3K -100 -3%
SF
475
Summit Financial
New Jersey
$1.33M -$11K -32 -0.9%

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.