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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
PWPS
751
Pinnacle Wealth Planning Services
Ohio
$372K -$343 -1 -0.1%
OLA
752
Oliver Luxxe Assets
New Jersey
$372K +$8.23K +24 +3%
BBA
753
BLB&B Advisors
Pennsylvania
$371K -$6.86K -20 -2%
KFP
754
KMG Fiduciary Partners
Ohio
$371K -$11.7K -34 -3%
MCM
755
MV Capital Management
Maryland
$370K +$2.74K +8 +0.8%
CC
756
Centiva Capital
New York
$370K -$2.06M -6,002 -86%
HBT
757
Hills Bank & Trust
Iowa
$364K
RIL
758
Rothschild Investment LLC
Illinois
$363K -$15.8K -46 -5%
DZ Bank
759
DZ Bank
Germany
$363K +$165K +480 +101%
SPIS
760
Steward Partners Investment Solutions
Oregon
$363K +$327K +955 New
HI
761
Harbour Investments
Wisconsin
$361K -$18.2K -53 -5%
JFGIW
762
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$359K -$12.7K -37 -4%
BIG
763
Brooklyn Investment Group
New York
$356K +$321K +936 New
PCIA
764
Prime Capital Investment Advisors
Kansas
$355K +$321K +935 New
WTB
765
Washington Trust Bank
Washington
$354K
MWA
766
Midland Wealth Advisors
Illinois
$352K +$318K +927 New
MGIA
767
Moneta Group Investment Advisors
Missouri
$350K +$4.8K +14 +2%
CFGA
768
Cambridge Financial Group (Arizona)
Arizona
$350K +$316K +922 New
WT
769
Whittier Trust
California
$349K +$48.7K +142 +18%
PCM
770
Penserra Capital Management
California
$349K -$68.2K -199 -18%
BMC
771
Beaton Management Company
Massachusetts
$346K
TWM
772
Tradition Wealth Management
Minnesota
$345K +$1.03K +3 +0.3%
FBT
773
First Bank & Trust
South Dakota
$343K -$4.8K -14 -2%
CCG
774
Ceeto Capital Group
Florida
$342K
SS
775
Sunbelt Securities
Texas
$341K +$1.72K +5 +0.6%

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.