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Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$883K +$3.05K +10 +0.4%
CPWA
502
Cerro Pacific Wealth Advisors
California
$865K +$11.9K +39 +1%
PCS
503
Personal CFO Solutions
New Jersey
$862K -$38.4K -126 -4%
QI
504
Qtron Investments
Massachusetts
$861K
SS
505
Simplicity Solutions
Minnesota
$860K -$360K -1,181 -30%
SWS
506
SYSTM Wealth Solutions
Illinois
$859K +$842K +2,760 New
MGWM
507
Marks Group Wealth Management
Minnesota
$853K
HBT
508
Heartland Bank & Trust
Illinois
$831K +$814K +2,670 New
HPC
509
HM Payson & Co
Maine
$829K -$165K -542 -17%
CAM
510
Cresset Asset Management
Illinois
$824K +$368K +1,205 +26%
CCM
511
Coldstream Capital Management
Washington
$816K +$799K +2,620 New
BCV
512
Banque Cantonale Vaudoise
Switzerland
$801K +$244K +800 +45%
CF
513
Copperwynd Financial
Arizona
$800K -$29.9K -98 -4%
BTWM
514
Baker Tilly Wealth Management
Wisconsin
$794K -$7.32K -24 -0.9%
PPC
515
Park Place Capital
Alabama
$793K +$777K +2,548 New
AAMC
516
Asset Allocation & Management Company
Illinois
$790K -$294K -963 -28%
BFA
517
Brendel Financial Advisors
New Hampshire
$789K
BSW
518
Buckingham Strategic Wealth
Missouri
$788K -$36.9K -121 -5%
MYLI
519
Meiji Yasuda Life Insurance
Japan
$784K +$768K +2,517 New
Fayez Sarofim & Co
520
Fayez Sarofim & Co
Texas
$781K
VRM
521
Vectors Research Management
New York
$776K
BFA
522
BMS Financial Advisors
South Dakota
$776K -$28.4K -93 -4%
HC
523
HNP Capital
New York
$776K
HWM
524
HB Wealth Management
Georgia
$772K -$21K -69 -3%
PI
525
Pettee Investors
Connecticut
$747K

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.