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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
Invesco
26
Invesco
Georgia
$230M -$23.4M -68,345 -10%
Deutsche Bank
27
Deutsche Bank
Germany
$229M +$6.17M +17,999 +3%
TD Asset Management
28
TD Asset Management
Ontario, Canada
$226M +$123M +358,780 +151%
Charles Schwab
29
Charles Schwab
California
$222M +$1.65M +4,811 +0.8%
First Trust Advisors
30
First Trust Advisors
Illinois
$214M +$176M +512,884 +1,001%
Brown Advisory
31
Brown Advisory
Maryland
$208M -$29.4M -85,860 -14%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$207M -$1.97M -5,734 -1%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$202M -$19.2M -56,054 -10%
Truist Financial
34
Truist Financial
North Carolina
$201M -$16.7M -48,841 -8%
Amundi
35
Amundi
France
$171M +$20M +58,314 +15%
Marshall Wace
36
Marshall Wace
United Kingdom
$171M +$72.1M +210,301 +88%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$162M -$1.96M -5,721 -1%
Barclays
38
Barclays
United Kingdom
$155M +$19.7M +57,350 +16%
EIP
39
Epoch Investment Partners
New York
$145M +$67M +195,475 +105%
AM
40
AGF Management
Ontario, Canada
$141M -$1.7M -4,971 -1%
SAM
41
Silvercrest Asset Management
New York
$140M -$6.56M -19,126 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$128M -$9.48M -27,661 -8%
Federated Hermes
43
Federated Hermes
Pennsylvania
$116M +$5.93M +17,307 +6%
Principal Financial Group
44
Principal Financial Group
Iowa
$104M -$3.84M -11,202 -4%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$102M +$7.62M +22,213 +9%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$100M -$1.31M -3,818 -1%
Swedbank
47
Swedbank
Sweden
$94.4M +$7.43M +21,661 +10%
AI
48
Axiom Investors
Connecticut
$91.3M +$22M +64,259 +36%
Victory Capital Management
49
Victory Capital Management
Texas
$91.3M +$11.3M +33,081 +16%
CS
50
Credit Suisse
Switzerland
$89.1M +$4.41M +12,867 +6%

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.