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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
KFP
776
KMG Fiduciary Partners
Ohio
$469K -$29.5K -68 -6%
PFGIA
777
Patriot Financial Group Insurance Agency
Massachusetts
$469K
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$467K +$13.9K +32 +3%
AIP
779
Ameritas Investment Partners
Nebraska
$467K -$21.7K -50 -5%
SB
780
Sunflower Bank
Texas
$467K -$17.8K -41 -4%
CFG
781
Copley Financial Group
California
$467K +$431K +993 New
MCM
782
MV Capital Management
Maryland
$466K +$7.38K +17 +2%
RFA
783
ROI Financial Advisors
Oregon
$462K +$69.4K +160 +19%
FFA
784
Farther Finance Advisors
California
$459K +$40.8K +94 +11%
ACM
785
Aljian Capital Management
Nevada
$458K +$423K +976 New
FWIA
786
Fort Washington Investment Advisors
Ohio
$456K -$9.54K -22 -2%
Citadel Advisors
787
Citadel Advisors
Florida
$456K +$421K +971 New
SPA
788
Sherbrooke Park Advisers
New York
$456K -$272K -627 -39%
BBA
789
BLB&B Advisors
Pennsylvania
$455K +$20K +46 +5%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$453K -$5.21K -12 -1%
RIL
791
Rothschild Investment LLC
Illinois
$452K -$4.77K -11 -1%
HBT
792
Hills Bank & Trust
Iowa
$451K
EFL
793
ERn Financial LLC
Wisconsin
$449K +$1.74K +4 +0.4%
B
794
Bailard
California
$447K -$72.5K -167 -15%
PT
795
Plimoth Trust
Massachusetts
$444K -$95.4K -220 -19%
BIG
796
Brooklyn Investment Group
New York
$438K +$28.2K +65 +7%
CW
797
CreativeOne Wealth
Kansas
$435K +$167K +386 +71%
PA
798
Pinnacle Associates
New York
$434K -$107K -246 -18%
DWP
799
Daymark Wealth Partners
Ohio
$432K
IP
800
Ignite Planners
California
$432K +$1.74K +4 +0.4%

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.