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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
AAM
701
Advisors Asset Management
Colorado
$463K +$94.3K +275 +29%
WC
702
Weil Company
California
$456K
PCM
703
Perritt Capital Management
Illinois
$450K -$26.1K -76 -6%
GAM
704
Gotham Asset Management
New York
$449K +$29.5K +86 +8%
SB
705
Sunflower Bank
Texas
$448K +$17.5K +51 +5%
I
706
INVST
Indiana
$445K -$10.6K -31 -3%
BG
707
Benedetti & Gucer
Georgia
$443K
CCA
708
Catalyst Capital Advisors
New York
$437K +$135K +395 +52%
CIM
709
Contravisory Investment Management
Massachusetts
$435K +$393K +1,146 New
PA
710
Pinnacle Associates
New York
$434K +$15.4K +45 +4%
KP
711
Keel Point
Alabama
$434K +$37K +108 +10%
EW
712
Enzi Wealth
Texas
$433K
AIP
713
Ameritas Investment Partners
Nebraska
$427K -$20.2K -59 -5%
GRP
714
Global Retirement Partners
California
$425K +$4.8K +14 +1%
B
715
Bailard
California
$425K -$515K -1,501 -57%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$422K +$206K +600 +117%
BWA
717
Burt Wealth Advisors
Maryland
$422K
YIH
718
Y-Intercept (HK)
Hong Kong
$421K -$1.87M -5,465 -83%
3IP
719
3Chopt Investment Partners
Virginia
$420K +$379K +1,106 New
CI
720
Cigna Investments
Connecticut
$419K -$13K -38 -3%
CTC
721
Cetera Trust Company
Minnesota
$418K +$377K +1,100 New
AF
722
Allworth Financial
California
$417K -$57.6K -168 -13%
FBFS
723
First Business Financial Services
Wisconsin
$415K
APW
724
Aurora Private Wealth
New Jersey
$414K
EWM
725
Evercore Wealth Management
New York
$413K +$2.06K +6 +0.6%

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.