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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
SI
626
Stephens Inc
Arkansas
$820K -$6.41K -16 -0.8%
BL
627
BFSG LLC
California
$820K +$152K +379 +25%
PPC
628
Park Place Capital
Alabama
$816K -$438K -1,094 -37%
QC
629
Quent Capital
New York
$815K +$36.4K +91 +5%
MG
630
Mather Group
Illinois
$814K -$400 -1 -0%
WSTAM
631
Wilbanks Smith & Thomas Asset Management
Virginia
$809K
BW
632
Basepoint Wealth
Iowa
$809K +$124K +310 +20%
SC
633
Syon Capital
California
$803K -$695K -1,735 -49%
Dodge & Cox
634
Dodge & Cox
California
$801K
CT
635
Caldwell Trust
Florida
$795K +$323K +807 +80%
AIMCA
636
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$789K
DEA
637
DoubleLine ETF Adviser
Florida
$789K +$39.2K +98 +6%
RWM
638
Ritholtz Wealth Management
New York
$787K +$20.8K +52 +3%
IAS
639
Insigneo Advisory Services
Florida
$785K +$52.1K +130 +8%
BAM
640
Belpointe Asset Management
Nevada
$783K +$185K +463 +35%
GWA
641
Gratus Wealth Advisors
Virginia
$779K +$10.8K +27 +1%
IAN
642
Integrated Advisors Network
Texas
$778K -$12.4K -31 -2%
EFL
643
ERn Financial LLC
Wisconsin
$777K
FCFC
644
First Commonwealth Financial Corp
Pennsylvania
$775K +$4.4K +11 +0.6%
IA
645
IFP Advisors
Florida
$773K -$19.2K -48 -3%
TFA
646
Transamerica Financial Advisors
Florida
$773K -$45.6K -114 -6%
LT
647
Legacy Trust
Michigan
$768K +$20K +50 +3%
PCM
648
Pennsylvania Capital Management
Pennsylvania
$760K
LA
649
Legacy Advisors
Pennsylvania
$757K +$30.8K +77 +5%
OFG
650
OmniStar Financial Group
North Carolina
$757K +$691K +1,725 New

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.