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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
HCM
726
Hengehold Capital Management
Ohio
$296K -$12.8K -42 -4%
WA
727
WealthTrust Axiom
Pennsylvania
$296K
BBA
728
BLB&B Advisors
Pennsylvania
$295K -$7.63K -25 -3%
EWM
729
Evercore Wealth Management
New York
$294K +$3.66K +12 +1%
BWA
730
Burt Wealth Advisors
Maryland
$293K +$287K +942 New
IWM
731
IHT Wealth Management
Illinois
$291K +$1.52K +5 +0.5%
IAIM
732
Industrial Alliance Investment Management
Quebec, Canada
$288K -$11K -36 -4%
OLA
733
Oliver Luxxe Assets
New Jersey
$286K -$915 -3 -0.3%
PCH
734
PGIM Custom Harvest
New Jersey
$286K +$281K +920 New
FWM
735
FFT Wealth Management
Pennsylvania
$284K
CCG
736
Ceeto Capital Group
Florida
$281K
JC
737
JBF Capital
Colorado
$280K -$45.8K -150 -14%
AC
738
ASB Consultores
Florida
$278K +$8.54K +28 +3%
FRA
739
Frank Rimerman Advisors
California
$278K -$1.52K -5 -0.6%
IP
740
Ignite Planners
California
$278K +$246K +806 New
RG
741
Renaissance Group
Kentucky
$277K -$41.5K -136 -13%
CIG
742
Cairn Investment Group
Washington
$276K
PNC
743
Park National Corp
Ohio
$273K -$30.5K -100 -10%
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$267K
LWAC
745
Laurel Wealth Advisors (California)
California
$267K
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$266K -$12.2K -40 -4%
RT
747
Rockland Trust
Massachusetts
$266K
LPIC
748
LeJeune Puetz Investment Counsel
Michigan
$265K
BB
749
Busey Bank
Illinois
$264K
WT
750
Whittier Trust
California
$262K

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.