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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
SSG
701
Summit Securities Group
New York
$334K +$327K +1,073 New
AP
702
Appleton Partners
Massachusetts
$332K -$121K -396 -27%
VFA
703
Valeo Financial Advisors
Indiana
$331K +$81.4K +267 +34%
KS
704
Karpas Strategies
Connecticut
$330K
AP
705
Americana Partners
Texas
$330K -$38.7K -127 -11%
CWM
706
Chesapeake Wealth Management
Virginia
$325K -$12.2K -40 -4%
CFG
707
Citizens Financial Group
Rhode Island
$318K
HI
708
Harbour Investments
Wisconsin
$316K +$55.8K +183 +22%
VBFG
709
Vishria Bird Financial Group
Tennessee
$314K
HBT
710
Hills Bank & Trust
Iowa
$314K +$55.2K +181 +22%
PWPS
711
Pinnacle Wealth Planning Services
Ohio
$312K +$24.4K +80 +9%
VST
712
Van Strum & Towne
California
$311K
BMA
713
Brooks Moore & Associates
Tennessee
$311K
TFS
714
TrustCore Financial Services
Tennessee
$311K
Dimensional Fund Advisors
715
Dimensional Fund Advisors
Texas
$310K +$232K +761 +0.1%
BMC
716
Beaton Management Company
Massachusetts
$309K
BAM
717
Blueshift Asset Management
New Jersey
$307K +$301K +987 New
RIL
718
Rothschild Investment LLC
Illinois
$306K +$300K +983 New
GRP
719
Global Retirement Partners
California
$304K +$7.93K +26 +3%
FMLI
720
Fukoku Mutual Life Insurance
Japan
$302K
PA
721
Pinnacle Associates
New York
$301K +$7.01K +23 +2%
ICP
722
Interchange Capital Partners
Pennsylvania
$300K -$372K -1,221 -56%
WTC
723
WhitTier Trust Company
Nevada
$300K +$8.85K +29 +3%
MCM
724
MV Capital Management
Maryland
$298K +$2.13K +7 +0.7%
QCM
725
Quantinno Capital Management
New York
$297K +$37.8K +124 +15%

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.