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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
BHBT
826
Burke & Herbert Bank & Trust
Virginia
$286K
BMA
827
Brooks Moore & Associates
Tennessee
$285K
PP
828
PDS Planning
Ohio
$284K -$3.77K -11 -1%
NS
829
NBC Securities
Alabama
$283K -$4.46K -13 -2%
SWM
830
Spire Wealth Management
Virginia
$281K
ACA
831
Aptus Capital Advisors
Alabama
$280K -$5.49K -16 -2%
HCM
832
Hollencrest Capital Management
California
$278K
LNB
833
Ledyard National Bank
$276K
FMLI
834
Fukoku Mutual Life Insurance
Japan
$275K -$84.4K -246 -25%
PIM
835
Progressive Investment Management
Oregon
$273K
KCM
836
Kathmere Capital Management
Pennsylvania
$270K -$2.06K -6 -0.8%
GAM
837
Garrison Asset Management
Arkansas
$270K
BOSSRA
838
B.O.S.S. Retirement Advisors
Utah
$269K -$48K -140 -16%
MC
839
Maverick Capital
Texas
$269K +$242K +707 New
DAS
840
Dynamic Advisor Solutions
Arizona
$268K +$240K +701 New
PGFC
841
Peapack-Gladstone Financial Corp
New Jersey
$267K -$2.4K -7 -1%
MA
842
Mutual Advisors
Nebraska
$265K -$6.86K -20 -3%
MMA
843
Miracle Mile Advisors
California
$264K -$343 -1 -0.1%
TPI
844
Trust Point Inc
Wisconsin
$264K +$238K +694 New
WWS
845
Wellington Wealth Strategies
Indiana
$262K +$237K +690 New
EWA
846
EverSource Wealth Advisors
Alabama
$262K +$6.17K +18 +3%
WPP
847
Whalerock Point Partners
Rhode Island
$261K
RFA
848
ROI Financial Advisors
Oregon
$260K +$235K +685 New
SMC
849
Smith, Moore & Co
Missouri
$260K
MNBTD
850
Moody National Bank Trust Division
Texas
$259K -$330K -961 -58%

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.