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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
BWAM
826
Boyd Watterson Asset Management
Ohio
$142K +$139K +457 New
CT
827
Caldwell Trust
Florida
$140K
3IP
828
3Chopt Investment Partners
Virginia
$139K +$137K +448 New
TIM
829
Tortoise Investment Management
New York
$136K -$915 -3 -0.7%
PMEF
830
Point72 Middle East FZE
United Arab Emirates
$132K +$129K +424 New
EBA
831
Eagle Bay Advisors
New York
$131K +$29.3K +96 +30%
GIA
832
GHP Investment Advisors
Colorado
$130K +$305 +1 +0.2%
BTI
833
Blue Trust Inc
Georgia
$124K +$43.3K +142 +41%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$121K +$8.85K +29 +8%
BWM
835
BerganKDV Wealth Management
Minnesota
$120K -$610 -2 -0.5%
IBOK
836
Independence Bank of Kentucky
Kentucky
$120K +$117K +385 New
BFEC
837
Benjamin F. Edwards & Company
Missouri
$113K
WB
838
Webster Bank
Connecticut
$112K
FPFS
839
First Personal Financial Services
North Carolina
$111K -$45.8K -150 -30%
CBT
840
CoreFirst Bank & Trust
Kansas
$111K -$1.83K -6 -2%
CFO
841
CVA Family Office
Colorado
$104K -$32K -105 -24%
FMB
842
Field & Main Bank
Kentucky
$104K
TWA
843
TCI Wealth Advisors
Arizona
$103K
RMC
844
Resources Management Corp
Connecticut
$103K
KA
845
Kozak & Associates
Colorado
$102K
C
846
Covestor
United Kingdom
$101K -$56.1K -184 -36%
DGAM
847
Desjardins Global Asset Management
Quebec, Canada
$99K -$610 -2 -0.6%
CLOS
848
Compagnie Lombard Odier SCmA
Switzerland
$99K +$97.3K +319 New
UCB
849
United Community Bank
South Carolina
$96.2K -$12.2K -40 -11%
AP
850
Arlington Partners
Alabama
$96.2K +$49.4K +162 +110%

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.