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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
SS
801
Sunbelt Securities
Texas
$431K +$434 +1 +0.1%
DWM
802
Drive Wealth Management
Utah
$431K +$3.47K +8 +0.9%
CCM
803
Canal Capital Management
Virginia
$430K +$28.6K +66 +8%
FCB
804
First County Bank
Connecticut
$430K +$114K +262 +40%
BMC
805
Beaton Management Company
Massachusetts
$428K
EDRH
806
Edmond de Rothschild Holding
Switzerland
$428K +$278K +641 +238%
CFGA
807
Cambridge Financial Group (Arizona)
Arizona
$426K
JSW
808
Journey Strategic Wealth
New Jersey
$426K +$22.6K +52 +6%
CCG
809
Ceeto Capital Group
Florida
$423K
BFA
810
Brown Financial Advisors
Ohio
$422K -$343K -790 -47%
TWM
811
Tradition Wealth Management
Minnesota
$421K -$6.94K -16 -2%
RT
812
Rockland Trust
Massachusetts
$417K
BB
813
Busey Bank
Illinois
$416K
GA
814
Geller Advisors
New York
$412K +$8.24K +19 +2%
SW
815
Simplicity Wealth
New Jersey
$412K -$1.2M -2,755 -76%
PNC
816
Park National Corp
Ohio
$411K
CT
817
Colonial Trust
South Carolina
$411K +$434 +1 +0.1%
EI
818
Ellevest Inc
New York
$410K -$54.7K -126 -13%
PTC
819
Private Trust Company
Ohio
$409K +$65.5K +151 +21%
PPC
820
Park Place Capital
Alabama
$406K -$75.5K -174 -17%
KP
821
Keel Point
Alabama
$404K -$70.3K -162 -16%
HSA
822
HBK Sorce Advisory
Pennsylvania
$403K -$3.47K -8 -0.9%
RG
823
Renaissance Group
Kentucky
$402K -$5.64K -13 -1%
VA
824
Valmark Advisers
Ohio
$402K +$117K +269 +46%
LI
825
LRI Investments
Florida
$400K +$29.1K +67 +10%

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.