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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
FFM
626
Forum Financial Management
Illinois
$449K -$5.79K -19 -1%
BP
627
Ballentine Partners
Massachusetts
$449K -$2.75K -9 -0.6%
O
628
Ossiam
France
$444K -$5.27M -17,263 -92%
VAS
629
Vestmark Advisory Solutions
Massachusetts
$442K +$1.83K +6 +0.4%
LWM
630
Lyell Wealth Management
California
$442K -$915 -3 -0.2%
CA
631
Clearstead Advisors
Ohio
$441K +$10.7K +35 +3%
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$437K -$142K -466 -25%
HIM
633
Hillsdale Investment Management
Ontario, Canada
$436K -$91.5K -300 -18%
AIP
634
Ameritas Investment Partners
Nebraska
$435K -$27.5K -90 -7%
HW
635
Hancock Whitney
Mississippi
$435K -$105K -343 -20%
MGIA
636
Moneta Group Investment Advisors
Missouri
$433K -$77.8K -255 -17%
VBFP
637
Valtinson Bruner Financial Planning
Minnesota
$431K +$5.49K +18 +1%
CG
638
Caprock Group
Idaho
$429K -$5.79K -19 -1%
EWA
639
EP Wealth Advisors
California
$429K +$420K +1,376 New
FWIA
640
Fort Washington Investment Advisors
Ohio
$428K -$35.7K -117 -8%
KWM
641
Kolinsky Wealth Management
New Jersey
$428K -$2.75K -9 -0.7%
MOS
642
MGO One Seven
Ohio
$426K +$293K +962 +220%
EWM
643
EPG Wealth Management
Georgia
$424K -$3.05K -10 -0.7%
TI
644
Tidal Investments
Wisconsin
$423K +$15.9K +52 +4%
IWA
645
IBEX Wealth Advisors
New Jersey
$422K +$19.8K +65 +5%
TH
646
TCTC Holdings
Texas
$421K +$412K +1,350 +67,500%
CI
647
Cigna Investments
Connecticut
$420K +$3.05K +10 +0.7%
BW
648
Basepoint Wealth
Iowa
$419K +$1.52K +5 +0.4%
MAM
649
McLean Asset Management
Virginia
$418K +$915 +3 +0.2%
CI Investments Inc
650
CI Investments Inc
Ontario, Canada
$413K -$35.7K -117 -8%

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.