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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
HAG
501
HighPoint Advisor Group
Illinois
$1.17M +$929K +2,710 New
FTDI
502
First Trust Direct Indexing
Massachusetts
$1.17M +$136K +397 +15%
FFN
503
Focus Financial Network
Minnesota
$1.17M +$685K +1,997 +186%
KPWS
504
Kestra Private Wealth Services
Texas
$1.16M -$10.3K -30 -1%
MYAM
505
Meiji Yasuda Asset Management
Japan
$1.16M +$129K +375 +14%
UB
506
UMB Bank
Missouri
$1.16M -$7.89K -23 -0.7%
GW
507
GW & Wade
Massachusetts
$1.16M +$538K +1,568 +106%
Citadel Advisors
508
Citadel Advisors
Florida
$1.15M -$1.03K -3 -0.1%
HNB
509
Huntington National Bank
Ohio
$1.14M -$105K -307 -9%
TA
510
Tectonic Advisors
Texas
$1.14M +$58.6K +171 +6%
TIAA Trust, National Association
511
TIAA Trust, National Association
North Carolina
$1.13M -$144K -421 -12%
MAS
512
Meeder Advisory Services
Ohio
$1.13M +$10.6K +31 +1%
UAML
513
US Asset Management LLC
Pennsylvania
$1.13M +$1.02M +2,968 New
P
514
Pitcairn
Pennsylvania
$1.12M +$1.72K +5 +0.2%
PPC
515
Park Place Capital
Alabama
$1.12M +$36.7K +107 +4%
EA
516
Everpar Advisors
Oklahoma
$1.12M +$1.01M +2,955 New
SCA
517
Sandy Cove Advisors
Massachusetts
$1.12M +$23K +67 +2%
ST
518
Sabal Trust
Florida
$1.11M -$377K -1,100 -27%
VI
519
Versor Investments
New York
$1.1M +$343K +1,000 +53%
HWM
520
HB Wealth Management
Georgia
$1.1M +$18.2K +53 +2%
TI
521
Tidal Investments
Wisconsin
$1.1M -$16.1K -47 -2%
MKA
522
M. Kulyk & Associates
Georgia
$1.09M
MGWM
523
Marks Group Wealth Management
Minnesota
$1.09M
VIM
524
Vinva Investment Management
Australia
$1.08M -$78.2K -228 -7%
SCM
525
SKBA Capital Management
California
$1.08M -$17.1K -50 -2%

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.