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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
BTWM
651
Baker Tilly Wealth Management
Wisconsin
$558K -$60.7K -177 -11%
SC
652
Searle & Co
Connecticut
$558K +$504K +1,469 New
BCM
653
Becker Capital Management
Oregon
$558K
IA
654
Insight Advisors
Pennsylvania
$557K -$3.43K -10 -0.7%
GAM
655
Guinness Asset Management
United Kingdom
$555K -$65.8K -192 -12%
MFIM
656
Mesirow Financial Investment Management
Illinois
$550K +$1.1M +3,208 New
FFM
657
Forum Financial Management
Illinois
$549K
LGA
658
Lebenthal Global Advisors
New York
$547K +$494K +1,440 New
NIM
659
NEOS Investment Management
Connecticut
$545K +$230K +671 +88%
MWM
660
Mission Wealth Management
California
$537K +$8.23K +24 +2%
PCM
661
Pointe Capital Management
Michigan
$536K
BBHC
662
Brown Brothers Harriman & Co
New York
$534K +$251K +733 +109%
LWM
663
Lyell Wealth Management
California
$533K
CI Investments Inc
664
CI Investments Inc
Ontario, Canada
$533K +$22.6K +66 +5%
HI
665
Horizon Investments
North Carolina
$530K -$9.6K -28 -2%
MOS
666
MGO One Seven
Ohio
$525K -$5.49K -16 -1%
BFG
667
Beacon Financial Group
Texas
$525K +$133K +387 +39%
Capstone Investment Advisors
668
Capstone Investment Advisors
New York
$522K +$265K +772 +128%
DCBT
669
Dakota Community Bank & Trust
North Dakota
$519K +$8.23K +24 +2%
MAM
670
Martingale Asset Management
Massachusetts
$519K -$343 -1 -0.1%
CFP
671
Catalyst Financial Partners
Massachusetts
$519K +$5.49K +16 +1%
PA
672
Profund Advisors
Maryland
$517K +$63.1K +184 +16%
WCF
673
West Coast Financial
California
$516K +$466K +1,359 New
CCA
674
Checchi Capital Advisers
California
$510K +$1.37K +4 +0.3%
MAM
675
McLean Asset Management
Virginia
$506K +$343 +1 +0.1%

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.