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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
826
Parkside Financial Bank & Trust
Missouri
$370K +$36.7K +86 +11%
HSA
827
HBK Sorce Advisory
Pennsylvania
$370K +$26.5K +62 +8%
GA
828
Geller Advisors
New York
$367K +$9.4K +22 +3%
XT
829
XTX Topco
Cayman Islands
$367K -$178K -416 -33%
GM
830
GeoWealth Management
Illinois
$365K +$66.6K +156 +22%
JSW
831
Journey Strategic Wealth
New Jersey
$365K +$365K +854 New
CCM
832
Canal Capital Management
Virginia
$363K +$1.28K +3 +0.4%
WT
833
Whittier Trust
California
$362K -$40.6K -95 -10%
JCIA
834
Jackson Creek Investment Advisors
Colorado
$361K +$361K +846 New
3IP
835
3Chopt Investment Partners
Virginia
$360K +$360K +842 New
SWM
836
Sendero Wealth Management
Texas
$359K
SSA
837
Schonfeld Strategic Advisors
New York
$358K -$4.67M -10,928 -93%
PRC
838
Pearl River Capital
Michigan
$358K +$358K +837 New
NS
839
NBC Securities
Alabama
$357K +$41.9K +98 +13%
MWM
840
Modern Wealth Management
Kansas
$355K +$6.83K +16 +2%
GCM
841
Gallacher Capital Management
Colorado
$355K +$145K +340 +69%
ACA
842
Aptus Capital Advisors
Alabama
$355K +$15.4K +36 +5%
VFA
843
Voya Financial Advisors
Connecticut
$354K -$14.1K -33 -4%
BTWM
844
Baker Tilly Wealth Management
Wisconsin
$354K -$262K -613 -43%
EWM
845
Empirical Wealth Management
Washington
$354K +$354K +828 New
RFA
846
ROI Financial Advisors
Oregon
$352K +$33.3K +78 +10%
WPW
847
Waldron Private Wealth
Pennsylvania
$350K +$6.41K +15 +2%
GWWM
848
Great Waters Wealth Management
Minnesota
$350K
CIG
849
Cairn Investment Group
Washington
$348K
DILIC
850
Dai-ichi Life Insurance Company
Japan
$347K

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.