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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
LFG
776
Larson Financial Group
Missouri
$461K +$168K +419 +66%
FI
777
Financial Insights
Washington
$459K -$7.61K -19 -2%
EW
778
Enzi Wealth
Texas
$456K
JFGIW
779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$455K +$36.8K +92 +10%
RA
780
Ransom Advisory
Rhode Island
$455K +$416K +1,038 New
Connor, Clark & Lunn Investment Management (CC&L)
781
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455K +$415K +1,037 New
GI
782
GAMMA Investing
California
$453K +$89.3K +223 +27%
BB
783
Busey Bank
Illinois
$453K -$6.01K -15 -1%
BAM
784
Berkshire Asset Management
Pennsylvania
$451K -$7.21K -18 -2%
WIC
785
Woodmont Investment Counsel
Tennessee
$450K -$2K -5 -0.5%
EB
786
Emprise Bank
Kansas
$449K +$410K +1,025 New
SWM
787
Sterling Wealth Management
Illinois
$447K
FCMC
788
Founders Capital Management (Connecticut)
Connecticut
$447K +$7.61K +19 +2%
CT
789
Cambridge Trust
Massachusetts
$446K +$2K +5 +0.5%
GVAG
790
Great Valley Advisor Group
Delaware
$443K +$8.41K +21 +2%
FFN
791
Focus Financial Network
Minnesota
$440K -$802K -2,002 -65%
AFM
792
Armstrong Fleming & Moore
District of Columbia
$438K
JC
793
JBF Capital
Colorado
$438K
VST
794
Van Strum & Towne
California
$438K
PFGIA
795
Patriot Financial Group Insurance Agency
Massachusetts
$438K
OLA
796
Oliver Luxxe Assets
New Jersey
$430K
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$428K -$1.2K -3 -0.3%
KFP
798
KMG Fiduciary Partners
Ohio
$428K
MCM
799
MV Capital Management
Maryland
$427K +$400 +1 +0.1%
RIL
800
Rothschild Investment LLC
Illinois
$424K +$4.4K +11 +1%

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.