We are live on ! Find out more
AMP icon

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
PCM
701
Pointe Capital Management
Michigan
$619K
WCF
702
West Coast Financial
California
$618K +$20K +50 +4%
MWM
703
Mission Wealth Management
California
$616K -$4K -10 -0.7%
LWM
704
Lyell Wealth Management
California
$616K
JWCA
705
J.W. Coons Advisors
Ohio
$614K +$561K +1,400 New
COCM
706
Charter Oak Capital Management
New Hampshire
$608K +$24K +60 +5%
BCM
707
Becker Capital Management
Oregon
$606K -$34K -85 -6%
GIA
708
Gladstone Institutional Advisory
Florida
$604K -$48K -120 -8%
CM
709
Capula Management
Cayman Islands
$595K +$544K +1,358 New
CCA
710
Checchi Capital Advisers
California
$588K -$801 -2 -0.1%
CFG
711
Citizens Financial Group
Rhode Island
$588K -$129K -321 -19%
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$585K +$122K +305 +30%
AT
713
Arlington Trust
Alabama
$580K -$1.6K -4 -0.3%
NWM
714
Northcape Wealth Management
New York
$577K
OPA
715
Old Port Advisors
Maine
$570K +$9.21K +23 +2%
AC
716
AXQ Capital
New Jersey
$570K -$200K -500 -28%
GF
717
Gabelli Funds
New York
$570K -$80.1K -200 -13%
CT
718
Coastline Trust
Rhode Island
$570K
SFI
719
Susquehanna Fundamental Investments
Pennsylvania
$570K +$521K +1,300 New
PI
720
PFG Investments
New York
$568K +$519K +1,295 New
BFG
721
Beacon Financial Group
Texas
$563K -$38.4K -96 -7%
PPWP
722
Premier Path Wealth Partners
New Jersey
$563K -$12.4K -31 -2%
FWIA
723
Fort Washington Investment Advisors
Ohio
$560K
XT
724
XTX Topco
Cayman Islands
$559K +$510K +1,274 New
ECM
725
Estabrook Capital Management
New York
$557K -$12K -30 -2%

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.