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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
SFFS
651
Stonehage Fleming Financial Services
Jersey
$756K +$395K +987 +65%
BFM
652
Boston Financial Management
Massachusetts
$755K -$9.61K -24 -1%
AssetMark Inc
653
AssetMark Inc
California
$748K +$8.01K +20 +1%
CI Investments Inc
654
CI Investments Inc
Ontario, Canada
$745K +$119K +297 +21%
ST
655
Spinnaker Trust
Maine
$739K
RG
656
Rathbones Group
United Kingdom
$737K -$26K -65 -4%
ATC
657
Argent Trust Co
Tennessee
$735K -$1.2K -3 -0.2%
BP
658
Ballentine Partners
Massachusetts
$724K +$16.8K +42 +3%
GC
659
Grimes & Company
Massachusetts
$715K +$400 +1 +0.1%
EA
660
Everpar Advisors
Oklahoma
$712K -$533K -1,331 -45%
EWA
661
EP Wealth Advisors
California
$710K -$11.6K -29 -2%
CWM
662
Congress Wealth Management
Massachusetts
$709K +$26K +65 +4%
GBT
663
Grove Bank & Trust
Florida
$708K -$9.21K -23 -1%
KIA
664
KLR Investment Advisors
Rhode Island
$707K +$26.8K +67 +4%
MCM
665
Mengis Capital Management
Oregon
$706K +$645K +1,610 New
HCMG
666
Howard Capital Management Group
California
$705K
TCA
667
Transcend Capital Advisors
New Jersey
$704K -$14.4K -36 -2%
AA
668
Ancora Advisors
Ohio
$703K
EGA
669
Eagle Global Advisors
Texas
$702K
LGA
670
Lebenthal Global Advisors
New York
$700K +$62.5K +156 +11%
SCA
671
Snowden Capital Advisors
New York
$699K +$146K +364 +30%
AWM
672
AE Wealth Management
Kansas
$697K -$3.55M -8,870 -85%
SCA
673
Stokes Capital Advisors
South Carolina
$695K -$130K -325 -17%
AAM
674
Advisors Asset Management
Colorado
$695K +$146K +365 +30%
KWM
675
Kolinsky Wealth Management
New Jersey
$682K +$21.2K +53 +4%

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.