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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
GA
601
Gateway Advisory
New Jersey
$880K +$16.2K +38 +2%
MWM
602
MorganRosel Wealth Management
Colorado
$878K +$67.9K +159 +8%
SI
603
Stephens Inc
Arkansas
$876K +$76.9K +180 +10%
FCG
604
Fielder Capital Group
Tennessee
$875K -$2.14K -5 -0.2%
AWM
605
AE Wealth Management
Kansas
$872K +$194K +454 +29%
UAML
606
US Asset Management LLC
Pennsylvania
$864K -$35K -82 -4%
AAS
607
Avantax Advisory Services
Texas
$863K +$863K +2,021 New
RRA
608
Round Rock Advisors
Connecticut
$863K -$6.41K -15 -0.7%
DWA
609
Douglass Winthrop Advisors
New York
$862K +$862K +2,017 New
BP
610
Ballentine Partners
Massachusetts
$860K +$155K +362 +22%
PCP
611
Pacific Capital Partners
$854K
MF
612
Magnetar Financial
Illinois
$852K +$852K +1,995 New
VBFG
613
Vishria Bird Financial Group
Tennessee
$852K +$192K +449 +29%
VEA
614
Virtus ETF Advisers
New York
$842K +$8.12K +19 +1%
AI
615
Atom Investors
Texas
$834K +$834K +1,952 New
ECM
616
Evergreen Capital Management
Washington
$830K +$29.9K +70 +4%
AIA
617
Angeles Investment Advisors
California
$830K -$64.5K -151 -7%
CPBTD
618
Central Pacific Bank - Trust Division
Hawaii
$829K +$180K +421 +28%
AWA
619
Adapt Wealth Advisors
Georgia
$827K
SIG
620
Stonegate Investment Group
Alabama
$820K +$15K +35 +2%
GS
621
GTS Securities
New York
$819K +$819K +1,918 New
Wellington Management Group
622
Wellington Management Group
Massachusetts
$811K -$2.16M -5,065 -73%
TW
623
TrinityPoint Wealth
Connecticut
$809K +$5.13K +12 +0.6%
CFG
624
Citizens Financial Group
Rhode Island
$809K +$236K +553 +41%
GWA
625
Gratus Wealth Advisors
Virginia
$809K +$34.6K +81 +4%

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.