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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
SCM
551
Stevens Capital Management
Pennsylvania
$1.26M +$1.15M +2,867 New
MGWM
552
Marks Group Wealth Management
Minnesota
$1.25M
KWM
553
Kingsview Wealth Management
Oregon
$1.23M +$1.6K +4 +0.1%
SF
554
Synovus Financial
Georgia
$1.23M +$261K +653 +30%
PHK
555
Point72 Hong Kong
Hong Kong
$1.23M +$1.12M +2,800 New
HNB
556
Huntington National Bank
Ohio
$1.23M -$81.3K -203 -7%
TI
557
Trexquant Investment
Connecticut
$1.22M +$1.11M +2,776 New
HWM
558
HB Wealth Management
Georgia
$1.21M -$46.4K -116 -4%
BFG
559
Bleakley Financial Group
New Jersey
$1.21M +$30.8K +77 +3%
SW
560
Simplicity Wealth
New Jersey
$1.2M +$1.1M +2,737 New
HBT
561
Heartland Bank & Trust
Illinois
$1.2M -$17.6K -44 -2%
PP
562
Paloma Partners
Connecticut
$1.19M +$1.09M +2,725 New
IWC
563
Integrated Wealth Concepts
Massachusetts
$1.19M +$96.1K +240 +10%
RIM
564
Rakuten Investment Management
Japan
$1.19M +$981K +2,451 +973%
Jacobs Levy Equity Management
565
Jacobs Levy Equity Management
New Jersey
$1.18M
ZF
566
Zhang Financial
Michigan
$1.17M +$382K +955 +55%
TMAM
567
Tokio Marine Asset Management
Japan
$1.17M +$44.4K +111 +4%
HPC
568
HM Payson & Co
Maine
$1.17M -$35.2K -88 -3%
PCS
569
Personal CFO Solutions
New Jersey
$1.17M +$3.6K +9 +0.3%
HAG
570
HighPoint Advisor Group
Illinois
$1.15M -$21.6K -54 -2%
GCM
571
Gator Capital Management
Florida
$1.14M
PAM
572
Paradigm Asset Management
New York
$1.14M
EWM
573
EPG Wealth Management
Georgia
$1.14M +$126K +314 +14%
CIC
574
Chase Investment Counsel
Virginia
$1.14M
PIM
575
Penobscot Investment Management
Massachusetts
$1.13M

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.