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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
KWM
526
Kingsview Wealth Management
Oregon
$1.07M +$1.03K +3 +0.1%
QI
527
Qtron Investments
Massachusetts
$1.06M
HBT
528
Heartland Bank & Trust
Illinois
$1.05M -$31.2K -91 -3%
HPC
529
HM Payson & Co
Maine
$1.04M
IAA
530
Independent Advisor Alliance
North Carolina
$1.04M +$134K +391 +17%
Jacobs Levy Equity Management
531
Jacobs Levy Equity Management
New Jersey
$1.02M -$33.6K -98 -4%
BFG
532
Bleakley Financial Group
New Jersey
$1.02M -$13.4K -39 -1%
SS
533
Simplicity Solutions
Minnesota
$1.02M -$13.4K -39 -1%
PCS
534
Personal CFO Solutions
New Jersey
$1.01M -$1.72K -5 -0.2%
PAM
535
Paradigm Asset Management
New York
$988K -$34.3K -100 -4%
GCM
536
Gator Capital Management
Florida
$988K
CIC
537
Chase Investment Counsel
Virginia
$987K +$892K +2,600 New
LNC
538
Lincoln National Corp
Pennsylvania
$983K +$234K +682 +36%
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$980K
PIM
540
Penobscot Investment Management
Massachusetts
$979K -$29.1K -85 -3%
TMAM
541
Tokio Marine Asset Management
Japan
$971K +$91.2K +266 +12%
BL
542
Balentine LLC
Georgia
$970K +$127K +369 +17%
BFA
543
Brendel Financial Advisors
New Hampshire
$962K
LSAG
544
Lake Street Advisors Group
New Hampshire
$946K +$855K +2,492 New
IWC
545
Integrated Wealth Concepts
Massachusetts
$939K -$386K -1,127 -31%
VRM
546
Vectors Research Management
New York
$938K
UH
547
Unigestion Holding
Switzerland
$936K -$237K -692 -22%
FI
548
FJ Investments
Utah
$931K +$840K +2,450 New
FIM
549
Freedom Investment Management
Connecticut
$927K +$109K +318 +15%
CA
550
Clearstead Advisors
Ohio
$918K -$821K -2,393 -50%

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.