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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
MWM
651
Mission Wealth Management
California
$411K +$23.2K +76 +6%
WKSWA
652
White Knight Strategic Wealth Advisors
New Jersey
$406K +$305 +1 +0.1%
BCM
653
Becker Capital Management
Oregon
$404K
CFG
654
Carr Financial Group
Massachusetts
$404K +$395K +1,296 New
PCM
655
Perritt Capital Management
Illinois
$403K
CCA
656
Checchi Capital Advisers
California
$399K -$19.5K -64 -5%
TA
657
Tectonic Advisors
Texas
$398K -$8.54K -28 -2%
KFP
658
KMG Fiduciary Partners
Ohio
$392K
WANY
659
Wealthspire Advisors (New York)
New York
$390K +$128K +419 +50%
FBT
660
First Bank & Trust
South Dakota
$390K -$3.96K -13 -1%
QC
661
Quadrature Capital
United Kingdom
$389K +$381K +1,250 New
TAM
662
Trust Asset Management
Texas
$387K
TCPWM
663
Traverso Chambers Private Wealth Management
California
$387K
WSCM
664
Wellington Shields Capital Management
New York
$380K -$54.9K -180 -13%
SB
665
Sunflower Bank
Texas
$379K -$6.1K -20 -2%
EW
666
Enzi Wealth
Texas
$379K
OPS
667
Orion Portfolio Solutions
Nebraska
$375K +$47.3K +155 +15%
SCA
668
Snowden Capital Advisors
New York
$374K +$4.27K +14 +1%
VCA
669
Verdence Capital Advisors
Maryland
$374K -$1.04M -3,425 -74%
WC
670
Weil Company
California
$374K
CFP
671
Catalyst Financial Partners
Massachusetts
$374K +$366K +1,200 New
HP
672
Hilltop Partners
Indiana
$367K +$359K +1,178 New
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366K -$29.9K -98 -8%
FMAEN1
674
Fund Management at Engine No 1
California
$365K +$40K +131 +13%
FA
675
FDx Advisors
Illinois
$359K -$442K -1,450 -56%

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.