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Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
776
Affinity Investment Advisors
California
$240K -$24.4K -80 -9%
FNT
777
First Nebraska Trust
Nebraska
$238K +$233K +765 New
SBIA
778
Sheaff Brock Investment Advisors
Indiana
$237K +$232K +762 New
OWM
779
OneAscent Wealth Management
Alabama
$237K -$17.1K -56 -7%
KCM
780
Kathmere Capital Management
Pennsylvania
$236K +$231K +758 New
HH
781
Hilltop Holdings
Texas
$236K -$23.5K -77 -9%
PWMAG
782
Pinnacle Wealth Management Advisory Group
New Jersey
$235K +$230K +755 New
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$234K +$229K +752 New
OFS
784
OneAscent Financial Services
Alabama
$231K +$226K +741 New
SIM
785
Sentry Investment Management
Wisconsin
$228K
CC
786
Courier Capital
New York
$227K +$223K +730 New
SCM
787
Shelton Capital Management
Colorado
$224K +$220K +721 New
PIM
788
Progressive Investment Management
Oregon
$224K +$220K +720 New
GAM
789
Garrison Asset Management
Arkansas
$222K +$217K +712 New
SPC
790
Sigma Planning Corp
Michigan
$222K +$217K +711 New
BCM
791
Brainard Capital Management
Texas
$220K +$216K +708 New
NB
792
Northwest Bancshares
Pennsylvania
$220K +$216K +708 New
WPW
793
Waldron Private Wealth
Pennsylvania
$220K
GWWM
794
Great Waters Wealth Management
Minnesota
$218K +$194K +637 New
EWA
795
EverSource Wealth Advisors
Alabama
$216K -$33.9K -111 -14%
Bank Julius Baer & Co
796
Bank Julius Baer & Co
Switzerland
$215K +$126K +414 +149%
ECG
797
Edge Capital Group
Georgia
$215K +$1.22K +4 +0.6%
AIC
798
Argus Investors Counsel
New York
$213K +$209K +685 New
MMA
799
Miracle Mile Advisors
California
$213K +$209K +684 New
SMC
800
Smith, Moore & Co
Missouri
$213K +$209K +684 New

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.