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Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
601
Grove Bank & Trust
Florida
$504K -$16.5K -54 -3%
AWM
602
Accel Wealth Management
Iowa
$503K +$1.83K +6 +0.4%
FPCP
603
Fort Point Capital Partners
California
$503K
GC
604
Grimes & Company
Massachusetts
$502K +$610 +2 +0.1%
HCMG
605
Howard Capital Management Group
California
$501K
ATC
606
Argent Trust Co
Tennessee
$496K -$39K -128 -7%
CT
607
Coastline Trust
Rhode Island
$494K
CT
608
Cambridge Trust
Massachusetts
$489K -$49.7K -163 -9%
NICM
609
Neo Ivy Capital Management
New York
$484K +$474K +1,554 New
CWM
610
Congress Wealth Management
Massachusetts
$476K -$2.13K -7 -0.5%
RWP
611
RWA Wealth Partners
Massachusetts
$471K +$2.44K +8 +0.6%
ECM
612
Estabrook Capital Management
New York
$470K
OPA
613
Old Port Advisors
Maine
$470K -$17.4K -57 -4%
DLA
614
Douglas Lane & Associates
New York
$470K
DEA
615
DoubleLine ETF Adviser
Florida
$468K +$458K +1,503 New
LNC
616
Lincoln National Corp
Pennsylvania
$468K +$17.1K +56 +4%
RB
617
Renasant Bank
Mississippi
$465K +$36K +118 +9%
CAG
618
Csenge Advisory Group
Florida
$465K -$3.66K -12 -0.8%
CBA
619
Coastal Bridge Advisors
Connecticut
$464K +$5.18K +17 +1%
QC
620
Quent Capital
New York
$461K +$185K +606 +69%
EGA
621
Eagle Global Advisors
Texas
$461K
DCBT
622
Dakota Community Bank & Trust
North Dakota
$455K +$4.58K +15 +1%
CA
623
Crewe Advisors
Utah
$454K -$25.6K -84 -5%
EFSCE
624
Enterprise Financial Services Corp (EFSC)
Missouri
$453K -$6.1K -20 -1%
NW
625
NewEdge Wealth
Pennsylvania
$451K +$169K +554 +62%

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.