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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
Legal & General Group
26
Legal & General Group
United Kingdom
$284M -$20.4M -46,981 -7%
Charles Schwab
27
Charles Schwab
California
$281M -$29.5K -68 -0%
AM
28
AGF Management
Ontario, Canada
$239M +$1.71M +3,945 +0.8%
Federated Hermes
29
Federated Hermes
Pennsylvania
$230M +$26.8M +61,769 +14%
BGC
30
Beutel, Goodman & Co
Ontario, Canada
$227M -$1.92M -4,420 -0.9%
EIP
31
Epoch Investment Partners
New York
$220M +$4.5M +10,365 +2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$216M -$1.03M -2,382 -0.5%
First Trust Advisors
33
First Trust Advisors
Illinois
$213M -$5.81M -13,386 -3%
Amundi
34
Amundi
France
$210M -$204K -471 -0.1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$184M -$6.01M -13,847 -3%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$176M -$26.2M -60,278 -14%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$163M +$19.5M +44,922 +15%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$161M -$2.39M -5,510 -2%
SAM
39
Silvercrest Asset Management
New York
$160M -$4.1M -9,449 -3%
SCM
40
Sterling Capital Management
North Carolina
$155M +$143M +329,294 New
CAM
41
Close Asset Management
United Kingdom
$154M +$47M +108,299 +49%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$150M -$423K -976 -0.3%
Principal Financial Group
43
Principal Financial Group
Iowa
$145M -$4.78M -11,016 -3%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$142M -$21.8M -50,211 -14%
Barclays
45
Barclays
United Kingdom
$133M -$20.7M -47,734 -14%
Brown Advisory
46
Brown Advisory
Maryland
$132M -$100M -231,503 -45%
Franklin Resources
47
Franklin Resources
California
$125M -$945K -2,179 -0.9%
Swedbank
48
Swedbank
Sweden
$117M
Victory Capital Management
49
Victory Capital Management
Texas
$117M +$3.9M +8,989 +4%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114M +$62.3M +143,648 +144%

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.