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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
MC
751
Maverick Capital
Texas
$504K +$177K +443 +63%
VFA
752
Valeo Financial Advisors
Indiana
$501K -$126K -314 -21%
CIM
753
Contravisory Investment Management
Massachusetts
$501K -$1.6K -4 -0.3%
WSFS
754
Wilmington Savings Fund Society
Delaware
$500K +$456K +1,140 New
DCBT
755
Dakota Community Bank & Trust
North Dakota
$496K -$94.1K -235 -17%
B
756
Bailard
California
$491K
SMA
757
Sage Mountain Advisors
Georgia
$491K +$27.2K +68 +6%
SB
758
Sunflower Bank
Texas
$489K -$26K -65 -6%
BWA
759
Burt Wealth Advisors
Maryland
$487K
VBFP
760
Valtinson Bruner Financial Planning
Minnesota
$486K -$80.1K -200 -15%
SWM
761
Segment Wealth Management
Texas
$483K +$207K +517 +89%
CTC
762
Cetera Trust Company
Minnesota
$482K
FBFS
763
First Business Financial Services
Wisconsin
$479K
MOS
764
MGO One Seven
Ohio
$478K -$117K -292 -21%
AIP
765
Ameritas Investment Partners
Nebraska
$475K -$16.4K -41 -4%
AF
766
Allworth Financial
California
$474K -$7.21K -18 -2%
APW
767
Aurora Private Wealth
New Jersey
$474K
EWM
768
Evercore Wealth Management
New York
$473K -$3.6K -9 -0.8%
CI
769
Cigna Investments
Connecticut
$471K -$10.8K -27 -2%
EHC
770
Everett Harris & Co
California
$470K
PSC
771
Portman Square Capital
United Kingdom
$470K
BFEC
772
Benjamin F. Edwards & Company
Missouri
$467K -$18.4K -46 -4%
I
773
INVST
Indiana
$466K -$30K -75 -7%
GCM
774
Graham Capital Management
Connecticut
$465K +$425K +1,061 New
KS
775
Karpas Strategies
Connecticut
$465K

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.