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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
SGI
801
Summit Global Investments
Utah
$424K +$128K +320 +50%
IWA
802
IBEX Wealth Advisors
New Jersey
$422K +$543K +1,355 +135,500%
HI
803
Harbour Investments
Wisconsin
$421K +$4.4K +11 +1%
HBT
804
Hills Bank & Trust
Iowa
$420K
AL
805
Aspiriant LLC
California
$415K +$54.1K +135 +17%
WT
806
Whittier Trust
California
$413K +$9.21K +23 +3%
FBT
807
First Bank & Trust
South Dakota
$410K +$12.4K +31 +3%
PCIA
808
Prime Capital Investment Advisors
Kansas
$409K -$801 -2 -0.2%
BBA
809
BLB&B Advisors
Pennsylvania
$405K -$22K -55 -6%
SS
810
Sunbelt Securities
Texas
$404K +$9.61K +24 +3%
AWA
811
Arkadios Wealth Advisors
Georgia
$402K +$94.9K +237 +35%
WTB
812
Washington Trust Bank
Washington
$402K -$6.01K -15 -2%
TWM
813
Tradition Wealth Management
Minnesota
$399K
BMC
814
Beaton Management Company
Massachusetts
$399K
AMCA
815
Arthur M. Cohen & Associates
Illinois
$399K +$104K +260 +40%
CFGA
816
Cambridge Financial Group (Arizona)
Arizona
$397K -$6.41K -16 -2%
CCG
817
Ceeto Capital Group
Florida
$395K
ICG
818
InterOcean Capital Group
Tennessee
$391K +$7.61K +19 +2%
IP
819
Ignite Planners
California
$390K +$7.61K +19 +2%
BPCA
820
Bank Pictet & Cie (Asia)
Singapore
$390K -$1.23M -3,068 -78%
RG
821
Renaissance Group
Kentucky
$390K
DWM
822
Drive Wealth Management
Utah
$386K +$22.8K +57 +7%
CCA
823
Catalyst Capital Advisors
New York
$386K -$108K -270 -23%
HCM
824
Hengehold Capital Management
Ohio
$384K +$400 +1 +0.1%
APA
825
Astoria Portfolio Advisors
New York
$384K -$38K -95 -9%

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.