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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
CL
476
Choreo LLC
Illinois
$1.3M +$1.18M +3,436 New
BO
477
Bank OZK
Arkansas
$1.3M +$88.1K +257 +8%
FT
478
Fiduciary Trust
Massachusetts
$1.29M +$43.9K +128 +4%
RTC
479
Riverview Trust Company
Washington
$1.29M
LIM
480
Letson Investment Management
Georgia
$1.28M +$1.16M +3,381 New
APG Asset Management
481
APG Asset Management
Netherlands
$1.28M -$83.7K -244 -6%
CT
482
Chicago Trust
Illinois
$1.26M -$60K -175 -5%
FAIM
483
Financial Advocates Investment Management
Washington
$1.26M -$16.5K -48 -1%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$298K +868 +36%
ECM
485
ExodusPoint Capital Management
New York
$1.23M -$6.11M -17,816 -85%
WPC
486
Wedmont Private Capital
Pennsylvania
$1.23M +$41.8K +122 +4%
SFI
487
Siemens Fonds Invest
Germany
$1.22M +$90.5K +264 +9%
NMIMC
488
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M -$12K -35 -1%
DA
489
Duality Advisers
Florida
$1.21M +$1.1M +3,194 New
EF
490
Empowered Funds
Pennsylvania
$1.21M +$122K +357 +13%
HP
491
Hilltop Partners
Indiana
$1.21M -$130K -379 -11%
BRWA
492
B. Riley Wealth Advisors
Florida
$1.21M -$364K -1,062 -25%
PTCG
493
Pring Turner Capital Group
California
$1.21M
WI
494
WBI Investments
New Jersey
$1.2M +$1.08M +3,164 New
CIC
495
Chilton Investment Company
Connecticut
$1.19M -$57.6K -168 -5%
RA
496
RFG Advisory
Alabama
$1.19M -$26.4K -77 -2%
PAM
497
Palisade Asset Management
Minnesota
$1.18M -$103K -300 -9%
BIM
498
Bridges Investment Management
Nebraska
$1.18M -$17.1K -50 -2%
CC
499
Courier Capital
New York
$1.17M -$41.1K -120 -4%
NW
500
NewEdge Wealth
Pennsylvania
$1.17M -$79.6K -232 -7%

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.