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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
GAM
726
Guinness Asset Management
United Kingdom
$556K -$77.3K -193 -13%
PCM
727
Perritt Capital Management
Illinois
$553K +$31.2K +78 +7%
DJSG
728
D.J. St. Germain
Massachusetts
$552K -$5.21K -13 -1%
MAM
729
McLean Asset Management
Virginia
$552K -$16K -40 -3%
DTL
730
Dynamic Technology Lab
Singapore
$551K +$503K +1,256 New
TAM
731
Trust Asset Management
Texas
$539K
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$539K +$485K +1,211 +6,728%
PAM
733
Panagora Asset Management
Massachusetts
$537K
GAM
734
Gotham Asset Management
New York
$535K +$15.6K +39 +3%
WSCM
735
Wellington Shields Capital Management
New York
$535K
PT
736
Plimoth Trust
Massachusetts
$533K -$146K -365 -23%
CGL
737
Clarius Group LLC
Washington
$530K -$41.2K -103 -8%
KP
738
Keel Point
Alabama
$528K +$24.4K +61 +5%
MWM
739
Modera Wealth Management
New Jersey
$527K -$40K -100 -8%
EFI
740
EHP Funds Inc
Canada
$526K -$40K -100 -8%
WC
741
Weil Company
California
$526K
PP
742
Prudential plc
United Kingdom
$523K -$1.73M -4,325 -78%
WANY
743
Wealthspire Advisors (New York)
New York
$522K -$56.5K -141 -11%
ILI
744
Invesco LLC (Illinois)
Illinois
$519K -$403K -1,006 -46%
CFP
745
Catalyst Financial Partners
Massachusetts
$518K -$43.6K -109 -8%
BG
746
Benedetti & Gucer
Georgia
$512K
WTC
747
WhitTier Trust Company
Nevada
$511K +$32K +80 +7%
FWM
748
FFT Wealth Management
Pennsylvania
$507K +$54.5K +136 +13%
Loomis, Sayles & Company
749
Loomis, Sayles & Company
Massachusetts
$506K +$143K +357 +45%
GRP
750
Global Retirement Partners
California
$504K +$4.8K +12 +1%

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.