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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
FOA
801
Five Oceans Advisors
California
$212K +$207K +680 New
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
$211K +$207K +679 New
MWM
803
MorganRosel Wealth Management
Colorado
$211K +$206K +677 New
CSPIA
804
Cary Street Partners Investment Advisory
Virginia
$210K +$206K +674 New
WPP
805
Whalerock Point Partners
Rhode Island
$208K +$204K +669 New
CAI
806
Capital Advisors Inc
Oklahoma
$208K +$204K +669 New
APP
807
Avantax Planning Partners
Iowa
$205K +$201K +659 New
AMCA
808
Arthur M. Cohen & Associates
Illinois
$202K +$198K +650 New
YWP
809
YorkBridge Wealth Partners
New York
$202K +$198K +650 New
BFS
810
Bickling Financial Services
Massachusetts
$202K +$198K +649 New
BMO
811
Beck Mack & Oliver
New York
$202K +$198K +648 New
R
812
Rebalance
California
$199K +$195K +640 New
DWA
813
Dougherty Wealth Advisers
Minnesota
$188K
CFGS
814
Concourse Financial Group Securities
Alabama
$183K +$179K +588 New
PTC
815
Private Trust Company
Ohio
$182K +$305 +1 +0.2%
WTA
816
Washington Trust Advisors
Massachusetts
$181K -$69.5K -228 -28%
FA
817
Fortis Advisors
Pennsylvania
$181K
ACM
818
AUA Capital Management
Pennsylvania
$180K -$28.4K -93 -14%
PCM
819
Penserra Capital Management
California
$177K +$13.7K +45 +9%
PGAM
820
Princeton Global Asset Management
New Jersey
$174K
CAC
821
Core Alternative Capital
Georgia
$173K +$29K +95 +21%
LSA
822
Lansing Street Advisors
Pennsylvania
$163K +$159K +522 New
IAIM
823
International Assets Investment Management
Florida
$158K +$31.3M +102,627 +18,558%
DJSG
824
D.J. St. Germain
Massachusetts
$156K +$198K +650 +56%
HS
825
Horan Securities
United States
$147K +$144K +472 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.