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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
AWA
851
Arkadios Wealth Advisors
Georgia
$258K -$9.26K -27 -4%
NB
852
Northwest Bancshares
Pennsylvania
$253K -$4.46K -13 -2%
CCA
853
Childress Capital Advisors
Texas
$253K -$1.72K -5 -0.7%
CI
854
CX Institutional
Indiana
$253K +$7.2K +21 +3%
PWG
855
Portside Wealth Group
Utah
$252K +$5.49K +16 +2%
VC
856
Veery Capital
Delaware
$251K -$343 -1 -0.2%
APP
857
Avantax Planning Partners
Iowa
$250K -$343 -1 -0.2%
OFS
858
OneAscent Financial Services
Alabama
$250K +$225K +657 New
PTC
859
Private Trust Company
Ohio
$250K +$22.6K +66 +11%
FCP
860
Fidelis Capital Partners
Florida
$249K +$11K +32 +5%
AMCA
861
Arthur M. Cohen & Associates
Illinois
$247K
CFG
862
Carr Financial Group
Massachusetts
$246K -$222K -648 -50%
CAM
863
Cidel Asset Management
Ontario, Canada
$246K +$222K +648 New
CCFCSB
864
Cape Cod Five Cents Savings Bank
Massachusetts
$245K -$222K -646 -50%
ECG
865
Edge Capital Group
Georgia
$245K
SGI
866
Summit Global Investments
Utah
$245K -$187K -546 -46%
HIG
867
Heritage Investment Group
Florida
$245K +$221K +645 New
R
868
Rebalance
California
$243K
WA
869
WBH Advisory
Maryland
$243K
AAS
870
Ameritas Advisory Services
Nebraska
$242K +$213K +620 New
PCP
871
Proficio Capital Partners
Massachusetts
$242K +$218K +637 New
AWA
872
Aaron Wealth Advisors
Illinois
$242K +$218K +637 New
RWA
873
River Wealth Advisors
Pennsylvania
$242K +$218K +637 New
BJL
874
Brighton Jones LLC
Washington
$242K -$37.7K -110 -15%
Los Angeles Capital Management
875
Los Angeles Capital Management
California
$241K -$21.9K -64 -9%

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.