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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
EWA
776
EverSource Wealth Advisors
Alabama
$430K +$130K +304 +44%
LCWP
777
Legacy Capital Wealth Partners
Arkansas
$428K +$428K +1,002 New
AFM
778
Armstrong Fleming & Moore
District of Columbia
$427K
JC
779
JBF Capital
Colorado
$427K
VST
780
Van Strum & Towne
California
$427K
OLA
781
Oliver Luxxe Assets
New Jersey
$427K +$8.54K +20 +2%
FSA
782
Fort Sheridan Advisors
Illinois
$427K +$427K +1,000 New
LA
783
LM Advisors
California
$427K -$383K -896 -47%
PFGIA
784
Patriot Financial Group Insurance Agency
Massachusetts
$427K +$427 +1 +0.1%
EI
785
Ellevest Inc
New York
$427K +$427K +999 New
FWIA
786
Fort Washington Investment Advisors
Ohio
$424K -$121K -284 -22%
MHS
787
M Holdings Securities
Oregon
$419K +$419K +981 New
KP
788
Keel Point
Alabama
$417K -$77.7K -182 -15%
MFG
789
Merit Financial Group
Georgia
$417K +$29.5K +69 +8%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$417K -$427 -1 -0.1%
MCM
791
MV Capital Management
Maryland
$417K
GVAG
792
Great Valley Advisor Group
Delaware
$416K -$15.8K -37 -4%
RIL
793
Rothschild Investment LLC
Illinois
$416K +$2.56K +6 +0.6%
EB
794
Emprise Bank
Kansas
$414K -$23.9K -56 -5%
FI
795
Financial Insights
Washington
$413K -$34.6K -81 -8%
AMCA
796
Arthur M. Cohen & Associates
Illinois
$412K +$23.5K +55 +6%
SGI
797
Summit Global Investments
Utah
$412K -$427 -1 -0.1%
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$411K -$32K -75 -7%
HBT
799
Hills Bank & Trust
Iowa
$410K
APA
800
Astoria Portfolio Advisors
New York
$409K +$9.82K +23 +2%

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.