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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
751
McCarter Private Wealth Services
Massachusetts
$507K +$469K +1,080 New
RB
752
Renasant Bank
Mississippi
$504K +$127K +293 +38%
I
753
INVST
Indiana
$504K -$2.17K -5 -0.5%
EHC
754
Everett Harris & Co
California
$504K
GCP
755
GSA Capital Partners
United Kingdom
$503K +$464K +1,070 New
EWM
756
Evercore Wealth Management
New York
$500K
IWM
757
IHT Wealth Management
Illinois
$493K +$189K +436 +71%
GAM
758
Guinness Asset Management
United Kingdom
$493K -$51.6K -119 -10%
CTC
759
Cetera Trust Company
Minnesota
$493K
CI
760
Cigna Investments
Connecticut
$491K -$9.11K -21 -2%
RA
761
Ransom Advisory
Rhode Island
$488K
ECM
762
Estabrook Capital Management
New York
$486K
WIC
763
Woodmont Investment Counsel
Tennessee
$482K
LCWP
764
Legacy Capital Wealth Partners
Arkansas
$480K +$8.68K +20 +2%
SWM
765
Sterling Wealth Management
Illinois
$479K
EWA
766
EverSource Wealth Advisors
Alabama
$479K +$9.11K +21 +2%
OLA
767
Oliver Luxxe Assets
New Jersey
$475K +$4.34K +10 +1%
HI
768
Harbour Investments
Wisconsin
$472K +$22.6K +52 +5%
CP
769
CenterBook Partners
Connecticut
$471K -$1.42M -3,275 -77%
FCMC
770
Founders Capital Management (Connecticut)
Connecticut
$470K -$8.24K -19 -2%
AFM
771
Armstrong Fleming & Moore
District of Columbia
$470K
FSA
772
Fort Sheridan Advisors
Illinois
$470K
JC
773
JBF Capital
Colorado
$470K
VST
774
Van Strum & Towne
California
$470K
GVAG
775
Great Valley Advisor Group
Delaware
$470K +$10.4K +24 +2%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.