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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
Burt Wealth Advisors
Maryland
$475K
SWM
752
Segment Wealth Management
Texas
$470K
LP
753
LMR Partners
United Kingdom
$468K +$468K +1,095 New
FBFS
754
First Business Financial Services
Wisconsin
$467K
APW
755
Aurora Private Wealth
New Jersey
$466K
PD
756
Point72 (DIFC)
United Arab Emirates
$465K -$2.54M -5,954 -85%
KS
757
Karpas Strategies
Connecticut
$459K +$6.41K +15 +1%
I
758
INVST
Indiana
$459K +$2.56K +6 +0.6%
EHC
759
Everett Harris & Co
California
$458K
KFP
760
KMG Fiduciary Partners
Ohio
$456K +$38.9K +91 +9%
CI
761
Cigna Investments
Connecticut
$455K -$4.7K -11 -1%
EWM
762
Evercore Wealth Management
New York
$455K -$5.98K -14 -1%
WB
763
WesBanco Bank
West Virginia
$455K +$199K +465 +78%
CTC
764
Cetera Trust Company
Minnesota
$449K -$21.4K -50 -5%
AIP
765
Ameritas Investment Partners
Nebraska
$446K -$16.7K -39 -4%
PPC
766
Park Place Capital
Alabama
$443K -$352K -823 -44%
RA
767
Ransom Advisory
Rhode Island
$443K
ECM
768
Estabrook Capital Management
New York
$442K -$100K -235 -19%
SB
769
Sunflower Bank
Texas
$442K -$34.2K -80 -7%
MGIA
770
Moneta Group Investment Advisors
Missouri
$440K +$76.9K +180 +21%
BFEC
771
Benjamin F. Edwards & Company
Missouri
$440K -$15.4K -36 -3%
WIC
772
Woodmont Investment Counsel
Tennessee
$438K
SWM
773
Sterling Wealth Management
Illinois
$436K
FCMC
774
Founders Capital Management (Connecticut)
Connecticut
$435K
BL
775
Balentine LLC
Georgia
$434K -$650K -1,521 -60%

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.