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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
LC
601
Lindbrook Capital
California
$960K +$5.61K +14 +0.6%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$950K -$66.9K -167 -7%
PI
603
Pettee Investors
Connecticut
$943K
GIA
604
Gateway Investment Advisers
Ohio
$938K +$8.01K +20 +0.9%
UAML
605
US Asset Management LLC
Pennsylvania
$923K -$346K -863 -29%
FMTC
606
Farmers & Merchants Trust Company
California
$919K
AIA
607
Angeles Investment Advisors
California
$918K +$20.8K +52 +3%
Wolverine Trading
608
Wolverine Trading
Illinois
$917K +$838K +2,092 New
TRCT
609
Tower Research Capital (TRC)
New York
$910K -$4.59M -11,460 -85%
FCG
610
Fielder Capital Group
Tennessee
$900K +$4K +10 +0.5%
HW
611
Hancock Whitney
Mississippi
$898K +$19.6K +49 +2%
RRA
612
Round Rock Advisors
Connecticut
$892K +$6.01K +15 +0.7%
GA
613
Gateway Advisory
New Jersey
$886K +$5.61K +14 +0.7%
Walleye Capital
614
Walleye Capital
New York
$877K -$11M -27,484 -93%
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$876K +$227K +568 +35%
PCP
616
Pacific Capital Partners
$876K
PCG
617
Prosperity Consulting Group
Maryland
$876K +$26.4K +66 +3%
VEA
618
Virtus ETF Advisers
New York
$856K +$782K +1,952 New
AWA
619
Adapt Wealth Advisors
Georgia
$848K +$775K +1,935 New
EWS
620
Evergreen Wealth Solutions
Pennsylvania
$841K -$62.1K -155 -7%
MWM
621
MorganRosel Wealth Management
Colorado
$831K -$10.8K -27 -1%
LA
622
LM Advisors
California
$831K
SIG
623
Stonegate Investment Group
Alabama
$826K -$2.4K -6 -0.3%
TW
624
TrinityPoint Wealth
Connecticut
$825K +$74.1K +185 +11%
ECM
625
Evergreen Capital Management
Washington
$822K +$2K +5 +0.3%

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.