We are live on ! Find out more
AMP icon

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
PNC
826
Park National Corp
Ohio
$383K
MFG
827
Merit Financial Group
Georgia
$380K +$363K +907 New
KPWG
828
KFA Private Wealth Group
Virginia
$379K -$4.8K -12 -1%
MWA
829
Midland Wealth Advisors
Illinois
$378K -$25.6K -64 -7%
BIG
830
Brooklyn Investment Group
New York
$377K -$27.2K -68 -7%
VFA
831
Voya Financial Advisors
Connecticut
$373K +$343K +856 New
MGIA
832
Moneta Group Investment Advisors
Missouri
$373K -$28.4K -71 -8%
RT
833
Rockland Trust
Massachusetts
$373K -$5.61K -14 -2%
CCM
834
Canal Capital Management
Virginia
$372K +$801 +2 +0.2%
GCP
835
GSA Capital Partners
United Kingdom
$369K +$337K +841 New
SWM
836
Sendero Wealth Management
Texas
$368K
FRM
837
Fox Run Management
Connecticut
$368K +$336K +840 New
GA
838
Geller Advisors
New York
$367K -$314K -783 -48%
MSAM
839
Moloney Securities Asset Management
Missouri
$364K
RWM
840
Revisor Wealth Management
Ohio
$363K +$356K +888 New
CAG
841
Csenge Advisory Group
Florida
$363K +$6.81K +17 +2%
DWP
842
Daymark Wealth Partners
Ohio
$361K -$2K -5 -0.6%
IWM
843
IHT Wealth Management
Illinois
$360K -$801 -2 -0.2%
GWWM
844
Great Waters Wealth Management
Minnesota
$359K
MWM
845
Modern Wealth Management
Kansas
$358K +$25.2K +63 +8%
CIG
846
Cairn Investment Group
Washington
$357K
DILIC
847
Dai-ichi Life Insurance Company
Japan
$356K
LIM
848
Leavell Investment Management
Alabama
$356K
ST
849
Smithfield Trust
Pennsylvania
$354K +$2.4K +6 +0.8%
HSA
850
HBK Sorce Advisory
Pennsylvania
$353K -$2K -5 -0.6%

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.