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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
WTC
726
WhitTier Trust Company
Nevada
$412K
EHC
727
Everett Harris & Co
California
$407K
PSC
728
Portman Square Capital
United Kingdom
$407K +$367K +1,071 New
FI
729
Financial Insights
Washington
$405K +$35K +102 +11%
CCM
730
Carlson Capital Management
Minnesota
$404K -$25K -73 -6%
KS
731
Karpas Strategies
Connecticut
$403K
APA
732
Astoria Portfolio Advisors
New York
$399K -$26.4K -77 -7%
SMA
733
Sage Mountain Advisors
Georgia
$399K -$133K -389 -27%
BB
734
Busey Bank
Illinois
$398K -$5.83K -17 -2%
BAM
735
Berkshire Asset Management
Pennsylvania
$398K +$6.17K +18 +2%
WIC
736
Woodmont Investment Counsel
Tennessee
$392K +$1.72K +5 +0.5%
PFPT
737
Pinnacle Financial Partners (Tennessee)
Tennessee
$391K -$16.8K -49 -5%
FWM
738
FFT Wealth Management
Pennsylvania
$387K +$19.9K +58 +6%
SWM
739
Sterling Wealth Management
Illinois
$387K +$350K +1,020 New
CT
740
Cambridge Trust
Massachusetts
$384K -$138K -403 -28%
CT
741
Caldwell Trust
Florida
$382K +$56.6K +165 +20%
AFM
742
Armstrong Fleming & Moore
District of Columbia
$380K
FCMC
743
Founders Capital Management (Connecticut)
Connecticut
$380K
JC
744
JBF Capital
Colorado
$380K
VST
745
Van Strum & Towne
California
$380K
CL
746
CSS LLC
Illinois
$380K +$343K +1,000 New
PFGIA
747
Patriot Financial Group Insurance Agency
Massachusetts
$379K -$53.1K -155 -13%
Balyasny Asset Management
748
Balyasny Asset Management
Illinois
$379K +$342K +997 New
GVAG
749
Great Valley Advisor Group
Delaware
$376K +$52.1K +152 +18%
UM
750
UniSuper Management
Australia
$374K +$63.4K +185 +23%

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.