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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
VBFG
676
Vishria Bird Financial Group
Tennessee
$677K
PA
677
Profund Advisors
Maryland
$677K +$72.9K +182 +13%
FCBT
678
First Citizens Bank & Trust
North Carolina
$677K +$618K +1,543 New
SIA
679
Schechter Investment Advisors
Michigan
$676K +$1.2K +3 +0.2%
FPCP
680
Fort Point Capital Partners
California
$669K
1W
681
1776 Wealth
Georgia
$665K -$6.81K -17 -1%
CPBTD
682
Central Pacific Bank - Trust Division
Hawaii
$661K +$609K +1,520 New
MM
683
MQS Management
New York
$657K +$600K +1,498 New
CBA
684
Coastal Bridge Advisors
Connecticut
$653K +$801 +2 +0.1%
AWM
685
Accel Wealth Management
Iowa
$650K -$38K -95 -6%
FPAS
686
Focus Partners Advisor Solutions
Missouri
$648K +$591K +1,477 New
HI
687
Horizon Investments
North Carolina
$645K +$30K +75 +5%
SC
688
Searle & Co
Connecticut
$644K
IA
689
Insight Advisors
Pennsylvania
$643K
RB
690
Renasant Bank
Mississippi
$639K -$8.01K -20 -1%
CIP
691
Convergence Investment Partners
Florida
$638K +$57.7K +144 +11%
CL
692
CSS LLC
Illinois
$636K +$180K +450 +45%
FFM
693
Forum Financial Management
Illinois
$634K
PA
694
Pinnacle Associates
New York
$633K +$121K +301 +26%
BTWM
695
Baker Tilly Wealth Management
Wisconsin
$632K -$11.2K -28 -2%
WS
696
Wedbush Securities
California
$630K +$45.2K +113 +9%
SPA
697
Sherbrooke Park Advisers
New York
$627K +$573K +1,430 New
CA
698
Crewe Advisors
Utah
$626K +$571K +1,427 New
CC
699
Cipher Capital
New York
$624K +$43.6K +109 +8%
BBHC
700
Brown Brothers Harriman & Co
New York
$620K +$3.2K +8 +0.6%

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.