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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
FOA
876
Five Oceans Advisors
California
$241K -$1.03K -3 -0.5%
FI
877
FWG Investments
Kentucky
$240K +$217K +633 New
LFG
878
Larson Financial Group
Missouri
$240K +$63.1K +184 +41%
WKSWA
879
White Knight Strategic Wealth Advisors
New Jersey
$240K -$34.3K -100 -14%
BMO
880
Beck Mack & Oliver
New York
$240K
DGAM
881
Desjardins Global Asset Management
Quebec, Canada
$239K +$3.77K +11 +2%
SFI
882
SPC Financial Inc
Maryland
$239K +$215K +628 New
NCFG
883
New Century Financial Group
New Jersey
$238K +$215K +626 New
RFM
884
Royal Fund Management
Florida
$238K +$686 +2 +0.3%
ATFA
885
All Terrain Financial Advisors
Minnesota
$237K
HB
886
HTLF Bank
Colorado
$237K +$214K +623 New
PTC
887
Philadelphia Trust Company
Pennsylvania
$235K
DWT
888
Dorsey & Whitney Trust
South Dakota
$234K -$686 -2 -0.3%
NA
889
Navellier & Associates
Nevada
$234K -$2.4K -7 -1%
MA
890
MONECO Advisors
Connecticut
$233K -$3.77K -11 -2%
CAM
891
Concorde Asset Management
Michigan
$233K +$1.72K +5 +0.8%
C
892
Croban
Ohio
$233K +$150K +438 New
IPW
893
Impact Partnership Wealth
Georgia
$232K -$56.9K -166 -21%
OWMIAS
894
One Wealth Management Investment & Advisory Services
Florida
$232K +$210K +611 New
PPWM
895
PFG Private Wealth Management
Florida
$232K +$176K +514 +535%
MIM
896
MTM Investment Management
South Carolina
$231K
CSIC
897
Clifford Swan Investment Counsel
California
$231K
FNT
898
First National Trust
Pennsylvania
$231K +$208K +607 New
WTA
899
Washington Trust Advisors
Massachusetts
$230K -$686 -2 -0.3%
GLLW
900
Graves Light Lenhart Wealth
Virginia
$229K +$207K +604 New

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.