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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
AP
851
Advisors Preferred
Maryland
$343K +$344K +805 New
ST
852
Smithfield Trust
Pennsylvania
$343K
SC
853
Schulhoff & Co
Ohio
$342K
LIM
854
Leavell Investment Management
Alabama
$339K -$8.12K -19 -2%
WIC
855
Wilkins Investment Counsel
Massachusetts
$337K
CAG
856
Csenge Advisory Group
Florida
$337K -$16.7K -39 -5%
POIA
857
Pin Oak Investment Advisors
Texas
$337K
BCV
858
Banque Cantonale Vaudoise
Switzerland
$335K +$110K +258 +49%
FNT
859
First Nebraska Trust
Nebraska
$335K
RB
860
Renasant Bank
Mississippi
$333K -$290K -678 -47%
DWM
861
Dakota Wealth Management
Florida
$332K -$2.99K -7 -0.9%
PP
862
PDS Planning
Ohio
$331K +$427 +1 +0.1%
CSC
863
Caldwell Sutter Capital
California
$330K
BJL
864
Brighton Jones LLC
Washington
$329K +$40.2K +94 +14%
HH
865
Hilltop Holdings
Texas
$328K +$2.56K +6 +0.8%
FPAS
866
Focus Partners Advisor Solutions
Missouri
$326K -$305K -715 -48%
CDH
867
Charles D. Hyman
$323K
PFSC
868
Peoples Financial Services Corp
Pennsylvania
$323K
BHBT
869
Burke & Herbert Bank & Trust
Virginia
$321K
DLA
870
Douglas Lane & Associates
New York
$320K -$5.13K -12 -2%
SWM
871
Spire Wealth Management
Virginia
$315K +$854 +2 +0.3%
QL
872
Quarry LP
New York
$312K +$310K +726 +14,520%
AWA
873
Aaron Wealth Advisors
Illinois
$312K +$15.8K +37 +5%
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$311K -$6.83K -16 -2%
FFS
875
Founders Financial Securities
Maryland
$309K +$109K +254 +54%

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.