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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
576
SKBA Capital Management
California
$1.13M -$108K -270 -9%
TSS
577
Two Sigma Securities
New York
$1.12M +$687K +1,716 +204%
BL
578
Balentine LLC
Georgia
$1.11M -$6.81K -17 -0.7%
BFA
579
Brendel Financial Advisors
New Hampshire
$1.11M
FIM
580
Freedom Investment Management
Connecticut
$1.1M +$30K +75 +3%
LSAG
581
Lake Street Advisors Group
New Hampshire
$1.1M +$5.61K +14 +0.6%
VRM
582
Vectors Research Management
New York
$1.09M
C
583
Certuity
Florida
$1.09M +$38.4K +96 +4%
Fayez Sarofim & Co
584
Fayez Sarofim & Co
Texas
$1.08M
APF
585
Alaska Permanent Fund
Alaska
$1.08M -$1.48M -3,698 -60%
LCGC
586
Legacy Capital Group California
California
$1.07M +$979K +2,444 New
UB
587
UMB Bank
Missouri
$1.07M -$247K -617 -20%
CI
588
Cavalier Investments
Georgia
$1.06M +$44.8K +112 +5%
CA
589
Clearstead Advisors
Ohio
$1.04M -$6.01K -15 -0.6%
OIA
590
OneDigital Investment Advisors
Kansas
$1.04M +$10.4K +26 +1%
NIM
591
NEOS Investment Management
Connecticut
$1.03M +$366K +914 +64%
SEC
592
Seven Eight Capital
New York
$1.02M -$21.2K -53 -2%
CG
593
Caprock Group
Idaho
$1.01M +$2.8K +7 +0.3%
CF
594
Copperwynd Financial
Arizona
$1.01M -$30K -75 -3%
S
595
SignatureFD
Georgia
$1.01M +$10.4K +26 +1%
P
596
&Partners
Tennessee
$998K +$102K +254 +13%
SWP
597
Stratos Wealth Partners
Ohio
$996K +$38K +95 +4%
MME
598
Meag Munich Ergo
Germany
$995K +$304K +760 +50%
ONST
599
Old North State Trust
North Carolina
$994K +$907K +2,266 New
FTWA
600
Fifth Third Wealth Advisors
Ohio
$980K +$144K +359 +19%

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.