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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
LIM
501
Letson Investment Management
Georgia
$1.48M
SF
502
Summit Financial
New Jersey
$1.48M -$48.4K -121 -3%
VI
503
Vestcor Inc
New Brunswick, Canada
$1.48M -$513K -1,280 -27%
QI
504
Qtron Investments
Massachusetts
$1.48M +$233K +582 +21%
BHCM
505
Brevan Howard Capital Management
Jersey
$1.47M +$829K +2,070 +160%
CAS
506
CTC Alternative Strategies
Illinois
$1.46M +$1.33M +3,330 New
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$1.46M +$782K +1,953 +142%
SAM
508
Shell Asset Management
Netherlands
$1.46M +$554K +1,384 +68%
WPC
509
Wedmont Private Capital
Pennsylvania
$1.45M +$75.7K +189 +6%
LNC
510
Lincoln National Corp
Pennsylvania
$1.45M +$290K +724 +28%
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.45M -$119K -298 -8%
BPA
512
Beacon Pointe Advisors
California
$1.45M -$245K -613 -16%
IAA
513
Independent Advisor Alliance
North Carolina
$1.42M +$200K +499 +18%
SFA
514
Sequoia Financial Advisors
Ohio
$1.42M -$1.64M -4,102 -56%
FT
515
Fiduciary Trust
Massachusetts
$1.42M -$65.3K -163 -5%
JCM
516
Jacobi Capital Management
Pennsylvania
$1.41M -$145K -361 -10%
MS
517
Maven Securities
Jersey
$1.4M +$1.28M +3,188 New
BRWA
518
B. Riley Wealth Advisors
Florida
$1.4M +$425K +1,062 +33%
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M -$10K -25 -0.8%
PTCG
520
Pring Turner Capital Group
California
$1.39M
HP
521
Hilltop Partners
Indiana
$1.39M -$5.21K -13 -0.4%
VIM
522
Vinva Investment Management
Australia
$1.39M +$133K +332 +12%
MAS
523
Meeder Advisory Services
Ohio
$1.39M +$77.7K +194 +7%
SFI
524
Siemens Fonds Invest
Germany
$1.39M -$24.8K -62 -2%
TA
525
Tectonic Advisors
Texas
$1.38M +$64.1K +160 +5%

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.