We are live on ! Find out more
AMP icon

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
Legal & General Group
26
Legal & General Group
United Kingdom
$293M -$4.16M -10,381 -2%
Charles Schwab
27
Charles Schwab
California
$259M +$2.61M +6,512 +1%
Invesco
28
Invesco
Georgia
$246M -$17.4M -43,432 -7%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$239M +$331K +826 +0.2%
Barclays
30
Barclays
United Kingdom
$234M +$50.8M +126,751 +31%
Truist Financial
31
Truist Financial
North Carolina
$233M +$987K +2,466 +0.5%
Brown Advisory
32
Brown Advisory
Maryland
$218M -$21M -52,548 -10%
BGC
33
Beutel, Goodman & Co
Ontario, Canada
$212M -$97.2M -242,862 -33%
Lord, Abbett & Co
34
Lord, Abbett & Co
New Jersey
$212M -$19.4M -48,489 -9%
Amundi
35
Amundi
France
$195M +$7.32M +18,270 +4%
EIP
36
Epoch Investment Partners
New York
$193M +$23.6M +59,021 +15%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$184M -$3.09M -7,709 -2%
AM
38
AGF Management
Ontario, Canada
$163M +$181K +452 +0.1%
SAM
39
Silvercrest Asset Management
New York
$158M -$3.17M -7,911 -2%
Marshall Wace
40
Marshall Wace
United Kingdom
$157M -$36.7M -91,633 -20%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$152M +$54.2M +135,380 +63%
American Century Companies
42
American Century Companies
Missouri
$151M +$62.4M +155,779 +83%
Federated Hermes
43
Federated Hermes
Pennsylvania
$150M +$14.7M +36,718 +12%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$138M -$7.59M -18,944 -6%
Principal Financial Group
45
Principal Financial Group
Iowa
$137M +$16.1M +40,293 +15%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$136M +$16.1M +40,275 +15%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$113M -$2.56M -6,395 -2%
Franklin Resources
48
Franklin Resources
California
$107M +$69.3M +173,065 +242%
AI
49
Axiom Investors
Connecticut
$107M +$1.22M +3,052 +1%
Victory Capital Management
50
Victory Capital Management
Texas
$97.5M -$7.18M -17,931 -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.