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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Blueshift Asset Management
New Jersey
$951K +$879K +2,025 New
TW
602
TrinityPoint Wealth
Connecticut
$950K +$56K +129 +7%
RRA
603
Round Rock Advisors
Connecticut
$949K
VEA
604
Virtus ETF Advisers
New York
$946K +$18.7K +43 +2%
MAM
605
Morse Asset Management
Connecticut
$940K +$868K +2,000 New
PCP
606
Pacific Capital Partners
$939K
GA
607
Gateway Advisory
New Jersey
$930K -$34.3K -79 -4%
RWM
608
Ritholtz Wealth Management
New York
$922K +$89.4K +206 +12%
DWA
609
Douglass Winthrop Advisors
New York
$922K -$23.9K -55 -3%
MG
610
Mather Group
Illinois
$915K -$92.4K -213 -10%
FCM
611
FJ Capital Management
Virginia
$910K -$101K -233 -11%
AWA
612
Adapt Wealth Advisors
Georgia
$909K
ECM
613
Evergreen Capital Management
Washington
$901K -$11.3K -26 -1%
GS
614
GTS Securities
New York
$898K -$2.6K -6 -0.3%
QIM
615
Quantitative Investment Management
Virginia
$898K +$830K +1,912 New
CI Investments Inc
616
CI Investments Inc
Ontario, Canada
$895K +$44.7K +103 +6%
IAS
617
Insigneo Advisory Services
Florida
$890K -$4.34K -10 -0.5%
AAM
618
Advisors Asset Management
Colorado
$887K +$81.6K +188 +11%
MWM
619
MorganRosel Wealth Management
Colorado
$879K -$79.8K -184 -9%
CFG
620
Citizens Financial Group
Rhode Island
$876K -$12.1K -28 -1%
SMA
621
Sage Mountain Advisors
Georgia
$872K +$298K +688 +59%
OTPPB
622
Ontario Teachers' Pension Plan Board
Ontario, Canada
$871K
SIG
623
Stonegate Investment Group
Alabama
$869K -$29.5K -68 -4%
CL
624
CSS LLC
Illinois
$869K
QC
625
Quent Capital
New York
$867K -$5.64K -13 -0.7%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.