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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
WPW
851
Waldron Private Wealth
Pennsylvania
$353K +$2K +5 +0.6%
WA
852
Waverly Advisors
Alabama
$352K +$5.21K +13 +2%
CAL
853
Capital Analysts LLC
Pennsylvania
$352K
Nomura Holdings
854
Nomura Holdings
Japan
$351K -$496K -1,240 -61%
SC
855
Schulhoff & Co
Ohio
$351K
AT
856
American Trust
Kentucky
$350K +$320K +798 New
SPIS
857
Steward Partners Investment Solutions
Oregon
$349K -$64.1K -160 -17%
ACA
858
Aptus Capital Advisors
Alabama
$348K +$22.8K +57 +8%
WIC
859
Wilkins Investment Counsel
Massachusetts
$346K +$316K +790 New
POIA
860
Pin Oak Investment Advisors
Texas
$345K +$271K +676 +604%
FNT
861
First Nebraska Trust
Nebraska
$344K
DWM
862
Dakota Wealth Management
Florida
$343K -$6.81K -17 -2%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$342K +$108K +269 +53%
PP
864
PDS Planning
Ohio
$340K +$11.2K +28 +4%
CSC
865
Caldwell Sutter Capital
California
$338K
DLA
866
Douglas Lane & Associates
New York
$334K
HH
867
Hilltop Holdings
Texas
$334K -$20.4K -51 -6%
PGFC
868
Peapack-Gladstone Financial Corp
New Jersey
$333K +$22.4K +56 +8%
PFSC
869
Peoples Financial Services Corp
Pennsylvania
$331K -$40K -100 -12%
FCB
870
First County Bank
Connecticut
$331K -$39.6K -99 -12%
CDH
871
Charles D. Hyman
$331K
BHBT
872
Burke & Herbert Bank & Trust
Virginia
$330K
BMA
873
Brooks Moore & Associates
Tennessee
$329K
I
874
InceptionR
California
$327K -$301K -753 -50%
RFA
875
ROI Financial Advisors
Oregon
$327K +$24K +60 +9%

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.