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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
701
Northcape Wealth Management
New York
$619K
AT
702
Arlington Trust
Alabama
$612K
GF
703
Gabelli Funds
New York
$611K
BCM
704
Becker Capital Management
Oregon
$608K
BWP
705
Baldwin Wealth Partners
Massachusetts
$606K +$559K +1,289 New
PPWP
706
Premier Path Wealth Partners
New Jersey
$602K -$868 -2 -0.2%
CCA
707
Checchi Capital Advisers
California
$601K -$30.4K -70 -5%
AWA
708
Arkadios Wealth Advisors
Georgia
$595K +$20.8K +48 +4%
EA
709
Everpar Advisors
Oklahoma
$593K -$165K -381 -23%
SGI
710
Summit Global Investments
Utah
$590K +$127K +292 +30%
PCM
711
Perritt Capital Management
Illinois
$590K -$6.51K -15 -1%
MAM
712
McLean Asset Management
Virginia
$586K -$9.11K -21 -2%
FFN
713
Focus Financial Network
Minnesota
$578K
TAM
714
Trust Asset Management
Texas
$578K
SWP
715
Stratos Wealth Partners
Ohio
$577K -$130K -299 -20%
PAM
716
Panagora Asset Management
Massachusetts
$575K -$434 -1 -0.1%
WSCM
717
Wellington Shields Capital Management
New York
$573K
PCH
718
PGIM Custom Harvest
New Jersey
$571K +$1.3K +3 +0.2%
AP
719
Advisors Preferred
Maryland
$571K +$174K +401 +50%
MWM
720
Modera Wealth Management
New Jersey
$566K -$2.6K -6 -0.5%
WC
721
Weil Company
California
$564K
WJWM
722
Williams Jones Wealth Management
New York
$563K -$2.47M -5,703 -83%
FWM
723
FFT Wealth Management
Pennsylvania
$562K +$16.5K +38 +3%
EW
724
Enzi Wealth
Texas
$561K +$868 +2 +0.2%
TCM
725
Twin Capital Management
Pennsylvania
$560K +$518K +1,193 New

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.