We are live on ! Find out more
AMP icon

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
LIM
801
Leavell Investment Management
Alabama
$308K
CAG
802
Csenge Advisory Group
Florida
$308K -$23K -67 -8%
HSA
803
HBK Sorce Advisory
Pennsylvania
$307K +$5.49K +16 +2%
CAL
804
Capital Analysts LLC
Pennsylvania
$305K
DWM
805
Dakota Wealth Management
Florida
$304K +$8.23K +24 +3%
SC
806
Schulhoff & Co
Ohio
$304K
WPW
807
Waldron Private Wealth
Pennsylvania
$303K -$14.4K -42 -5%
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$302K -$5.49K -16 -2%
Loomis, Sayles & Company
809
Loomis, Sayles & Company
Massachusetts
$302K -$9.26K -27 -3%
ST
810
Smithfield Trust
Pennsylvania
$302K
LCWP
811
Legacy Capital Wealth Partners
Arkansas
$301K +$34.6K +101 +15%
MC
812
Machina Capital
France
$300K +$271K +791 New
SSA
813
Schonfeld Strategic Advisors
New York
$300K -$16.3M -47,668 -98%
WA
814
Waverly Advisors
Alabama
$300K +$2.06K +6 +0.8%
CWM
815
Chesapeake Wealth Management
Virginia
$300K -$20.6K -60 -7%
FNT
816
First Nebraska Trust
Nebraska
$298K
AIM
817
Allen Investment Management
New York
$295K
CSC
818
Caldwell Sutter Capital
California
$293K
WA
819
WealthTrust Axiom
Pennsylvania
$292K +$263K +768 New
SBIA
820
Sheaff Brock Investment Advisors
Indiana
$289K
DLA
821
Douglas Lane & Associates
New York
$289K
CDH
822
Charles D. Hyman
$287K
HC
823
Hamilton Capital
Ohio
$287K +$11.7K +34 +5%
MWM
824
Modern Wealth Management
Kansas
$286K +$258K +753 New
CCMG
825
Clark Capital Management Group
Pennsylvania
$286K +$343 +1 +0.1%

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.