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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
526
Courier Capital
New York
$1.45M
HWM
527
HB Wealth Management
Georgia
$1.43M +$35.1K +81 +3%
4WM
528
44 Wealth Management
Oregon
$1.42M +$1.18M +2,729 New
PIM
529
Penobscot Investment Management
Massachusetts
$1.41M +$104K +240 +9%
UB
530
UMB Bank
Missouri
$1.41M +$224K +517 +21%
PS
531
Pensionfund Sabic
Netherlands
$1.41M -$217K -500 -14%
SEC
532
Seven Eight Capital
New York
$1.4M -$1.6M -3,684 -55%
TCOV
533
Trust Company of Vermont
Vermont
$1.4M -$26K -60 -2%
PAS
534
Point72 Asia (Singapore)
Singapore
$1.39M +$1.14M +2,621 +785%
CT
535
Caldwell Trust
Florida
$1.38M +$244K +562 +24%
KPWS
536
Kestra Private Wealth Services
Texas
$1.37M +$14.3K +33 +1%
NWAG
537
Net Worth Advisory Group
Utah
$1.37M +$1.27M +2,916 New
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$97.2K -224 -7%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.37M -$129K -297 -9%
AI
540
AXS Investments
New York
$1.37M +$60.3K +139 +5%
SCA
541
Sandy Cove Advisors
Massachusetts
$1.35M +$434 +1 +0%
HAG
542
HighPoint Advisor Group
Illinois
$1.35M -$7.81K -18 -0.7%
MKA
543
M. Kulyk & Associates
Georgia
$1.35M
MGWM
544
Marks Group Wealth Management
Minnesota
$1.35M +$4.34K +10 +0.3%
KWM
545
Kingsview Wealth Management
Oregon
$1.34M +$21.3K +49 +2%
GL
546
Graypoint LLC
New York
$1.33M +$23.4K +54 +2%
SCTC
547
Sanibel Captiva Trust Company
Florida
$1.33M -$166K -383 -12%
P
548
Pitcairn
Pennsylvania
$1.33M -$149K -343 -11%
SF
549
Synovus Financial
Georgia
$1.32M +$16.5K +38 +1%
HNB
550
Huntington National Bank
Ohio
$1.31M +$29.1K +67 +2%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.