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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
IA
776
IFG Advisory
Georgia
$340K -$187K -544 -38%
RG
777
Renaissance Group
Kentucky
$338K -$6.86K -20 -2%
CIS
778
Custom Index Systems
New York
$338K +$305K +890 New
IP
779
Ignite Planners
California
$333K -$10.3K -30 -3%
KPWG
780
KFA Private Wealth Group
Virginia
$333K -$5.14K -15 -2%
HCM
781
Hengehold Capital Management
Ohio
$332K
PNC
782
Park National Corp
Ohio
$332K
ICG
783
InterOcean Capital Group
Tennessee
$331K
RT
784
Rockland Trust
Massachusetts
$329K +$4.8K +14 +2%
PFSC
785
Peoples Financial Services Corp
Pennsylvania
$325K
FCB
786
First County Bank
Connecticut
$324K +$14.1K +41 +5%
CCM
787
Canal Capital Management
Virginia
$321K +$1.03K +3 +0.4%
SWM
788
Sendero Wealth Management
Texas
$319K
TSS
789
Two Sigma Securities
New York
$319K +$75.8K +221 +36%
MSAM
790
Moloney Securities Asset Management
Missouri
$315K
DWP
791
Daymark Wealth Partners
Ohio
$314K +$1.72K +5 +0.6%
GI
792
GAMMA Investing
California
$314K +$278K +811 New
DWM
793
Drive Wealth Management
Utah
$314K +$13K +38 +5%
ARC
794
Advisor Resource Council
Texas
$313K +$283K +824 New
IWM
795
IHT Wealth Management
Illinois
$313K -$41.1K -120 -13%
GWWM
796
Great Waters Wealth Management
Minnesota
$312K +$343 +1 +0.1%
CIG
797
Cairn Investment Group
Washington
$309K -$25.4K -74 -8%
HH
798
Hilltop Holdings
Texas
$308K +$1.03K +3 +0.4%
AL
799
Aspiriant LLC
California
$308K +$278K +811 New
DILIC
800
Dai-ichi Life Insurance Company
Japan
$308K -$66.5K -194 -19%

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.