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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
576
Freedom Investment Management
Connecticut
$1.08M +$2.14K +5 +0.2%
UB
577
UMB Bank
Missouri
$1.06M +$21.4K +50 +2%
LSAG
578
Lake Street Advisors Group
New Hampshire
$1.06M -$7.26K -17 -0.7%
CI
579
Cavalier Investments
Georgia
$1.06M +$26.5K +62 +3%
VRM
580
Vectors Research Management
New York
$1.06M
Fayez Sarofim & Co
581
Fayez Sarofim & Co
Texas
$1.06M
SCM
582
SKBA Capital Management
California
$1.04M -$55.5K -130 -5%
CF
583
Copperwynd Financial
Arizona
$1.04M +$50.4K +118 +5%
CT
584
Caldwell Trust
Florida
$1.01M +$239K +559 +31%
LCGC
585
Legacy Capital Group California
California
$1.01M -$32.5K -76 -3%
ONST
586
Old North State Trust
North Carolina
$1M +$33.7K +79 +3%
KA
587
Kintegral Advisory
New York
$988K +$988K +2,312 New
TSS
588
Two Sigma Securities
New York
$962K -$130K -304 -12%
MG
589
Mather Group
Illinois
$948K +$8.12K +19 +0.9%
LC
590
Lindbrook Capital
California
$941K +$5.13K +12 +0.5%
UH
591
Unigestion Holding
Switzerland
$936K -$842K -1,971 -44%
CSPIA
592
Cary Street Partners Investment Advisory
Virginia
$936K +$10.3K +24 +1%
FCM
593
FJ Capital Management
Virginia
$927K +$927K +2,170 New
Capstone Investment Advisors
594
Capstone Investment Advisors
New York
$927K -$495K -1,159 -35%
PI
595
Pettee Investors
Connecticut
$918K
GIA
596
Gateway Investment Advisers
Ohio
$914K
FMTC
597
Farmers & Merchants Trust Company
California
$895K
PCG
598
Prosperity Consulting Group
Maryland
$891K +$38K +89 +4%
OTL
599
Oak Thistle LLC
New York
$887K +$887K +2,076 New
BAM
600
Belpointe Asset Management
Nevada
$884K +$120K +282 +16%

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.