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Ameriprise Financial

1,161 hedge funds and large institutions have $32.9B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 339 increasing their positions, 439 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 72

17% more capital invested

Capital invested by funds: $28.1B → $32.9B (+$4.83B)

7% more funds holding

Funds holding: 1,0841,161 (+77)

2.56% more ownership

Funds ownership: 82.98%85.54% (+2.6%)

4% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $84.6M

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

23% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 439

Holders
1,161
Holders Change
+77
Holders Change %
+7.1%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
168
Increased
339
Reduced
439
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
601
Quent Capital
New York
$671K +$13.7K +40 +2%
QCM
602
Qsemble Capital Management
New York
$669K -$151K -439 -20%
FCFC
603
First Commonwealth Financial Corp
Pennsylvania
$667K +$11.7K +34 +2%
BCV
604
Banque Cantonale Vaudoise
Switzerland
$665K -$188K -547 -24%
EFL
605
ERn Financial LLC
Wisconsin
$664K -$343 -1 -0.1%
RG
606
Rathbones Group
United Kingdom
$664K
BFM
607
Boston Financial Management
Massachusetts
$663K
RWM
608
Ritholtz Wealth Management
New York
$662K -$4.46K -13 -0.7%
PCM
609
Pennsylvania Capital Management
Pennsylvania
$658K -$1.37K -4 -0.2%
ZF
610
Zhang Financial
Michigan
$655K +$69.6K +203 +13%
LT
611
Legacy Trust
Michigan
$646K -$686 -2 -0.1%
DEA
612
DoubleLine ETF Adviser
Florida
$646K +$41.5K +121 +8%
TW
613
TrinityPoint Wealth
Connecticut
$645K +$77.8K +227 +15%
AssetMark Inc
614
AssetMark Inc
California
$640K -$14.4K -42 -2%
ST
615
Spinnaker Trust
Maine
$640K
ATC
616
Argent Trust Co
Tennessee
$638K -$5.14K -15 -0.9%
IAS
617
Insigneo Advisory Services
Florida
$631K -$4.8K -14 -0.8%
CFG
618
Citizens Financial Group
Rhode Island
$631K +$219K +639 +63%
LA
619
Legacy Advisors
Pennsylvania
$627K +$191K +556 +51%
EWA
620
EP Wealth Advisors
California
$626K +$32.6K +95 +6%
TCA
621
Transcend Capital Advisors
New Jersey
$623K -$19.9K -58 -3%
GBT
622
Grove Bank & Trust
Florida
$622K -$33.9K -99 -6%
FDCDDQ
623
Federation des caisses Desjardins du Quebec
Quebec, Canada
$621K
GC
624
Grimes & Company
Massachusetts
$619K -$343 -1 -0.1%
GA
625
Geller Advisors
New York
$615K -$7.89K -23 -1%

AMP Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2023, worth a combined $32.9B — up 17% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new AMP positions and 72 closed out — a net gain of 96 holders — while 339 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $783M. The largest seller was Millennium Management, cutting an estimated $113M.

  • 1,161 institutional investors held Ameriprise Financial (AMP) as of Q4 2023, up from 1,084 in Q3 2023.
  • Funds reported $32.9B of Ameriprise Financial stock for Q4 2023, up 17% quarter-over-quarter.
  • 168 funds opened new Ameriprise Financial positions in Q4 2023 and 72 closed out, a net change of +96 holders.
  • The largest Ameriprise Financial buyer in Q4 2023 was Morgan Stanley, an estimated $783M added.
  • The largest Ameriprise Financial seller in Q4 2023 was Millennium Management, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.