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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
WANY
676
Wealthspire Advisors (New York)
New York
$506K +$97.4K +284 +27%
COCM
677
Charter Oak Capital Management
New Hampshire
$504K -$74.4K -217 -14%
AT
678
Arlington Trust
Alabama
$504K +$455K +1,326 New
WS
679
Wedbush Securities
California
$503K +$10.6K +31 +2%
BAM
680
Belpointe Asset Management
Nevada
$503K +$7.54K +22 +2%
NWM
681
Northcape Wealth Management
New York
$500K
CC
682
Cipher Capital
New York
$499K +$451K +1,315 New
CIP
683
Convergence Investment Partners
Florida
$498K +$81.6K +238 +22%
CGL
684
Clarius Group LLC
Washington
$498K -$25.7K -75 -5%
VBFP
685
Valtinson Bruner Financial Planning
Minnesota
$497K
MWM
686
Modera Wealth Management
New Jersey
$495K -$7.2K -21 -2%
EFI
687
EHP Funds Inc
Canada
$494K -$480K -1,400 -52%
CT
688
Coastline Trust
Rhode Island
$494K
ECM
689
Estabrook Capital Management
New York
$494K
BHCM
690
Brevan Howard Capital Management
Jersey
$490K +$211K +616 +91%
PPWP
691
Premier Path Wealth Partners
New Jersey
$488K +$451K +1,314 New
FWIA
692
Fort Washington Investment Advisors
Ohio
$485K
OPA
693
Old Port Advisors
Maine
$485K +$21.3K +62 +5%
DJSG
694
D.J. St. Germain
Massachusetts
$484K -$20.6K -60 -5%
TCPWM
695
Traverso Chambers Private Wealth Management
California
$472K
TAM
696
Trust Asset Management
Texas
$467K
SCA
697
Snowden Capital Advisors
New York
$467K +$1.37K +4 +0.3%
CP
698
CenterBook Partners
Connecticut
$466K -$451K -1,314 -52%
PAM
699
Panagora Asset Management
Massachusetts
$465K -$12.7K -37 -3%
WSCM
700
Wellington Shields Capital Management
New York
$463K

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.