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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
KIA
626
KLR Investment Advisors
Rhode Island
$612K +$53.8K +157 +11%
BP
627
Ballentine Partners
Massachusetts
$611K +$32.9K +96 +6%
HCMG
628
Howard Capital Management Group
California
$611K
AA
629
Ancora Advisors
Ohio
$609K
EGA
630
Eagle Global Advisors
Texas
$608K +$41.1K +120 +8%
PT
631
Plimoth Trust
Massachusetts
$600K -$3.43K -10 -0.6%
AWM
632
Accel Wealth Management
Iowa
$599K +$12K +35 +2%
CWM
633
Congress Wealth Management
Massachusetts
$589K +$7.89K +23 +2%
VBFG
634
Vishria Bird Financial Group
Tennessee
$587K +$343 +1 +0.1%
ECM
635
Everence Capital Management
Indiana
$585K -$988K -2,880 -65%
SIA
636
Schechter Investment Advisors
Michigan
$584K -$11K -32 -2%
BW
637
Basepoint Wealth
Iowa
$583K +$5.49K +16 +1%
1W
638
1776 Wealth
Georgia
$582K +$20.9K +61 +4%
VFA
639
Valeo Financial Advisors
Indiana
$580K +$93.3K +272 +22%
SFFS
640
Stonehage Fleming Financial Services
Jersey
$580K -$242K -706 -32%
FPCP
641
Fort Point Capital Partners
California
$579K -$32.9K -96 -6%
MME
642
Meag Munich Ergo
Germany
$573K +$397K +1,158 +330%
KWM
643
Kolinsky Wealth Management
New Jersey
$571K -$2.4K -7 -0.5%
GF
644
Gabelli Funds
New York
$570K
I
645
InceptionR
California
$569K +$218K +637 +74%
GIA
646
Gladstone Institutional Advisory
Florida
$569K -$23.7K -69 -4%
BL
647
BFSG LLC
California
$566K +$511K +1,491 New
CBA
648
Coastal Bridge Advisors
Connecticut
$565K +$1.03K +3 +0.2%
ECU
649
Eisler Capital (UK)
United Kingdom
$562K -$420K -1,226 -45%
RB
650
Renasant Bank
Mississippi
$561K +$3.09K +9 +0.6%

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.