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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
876
Midland Wealth Advisors
Illinois
$340K +$2.6K +6 +0.8%
MPM
877
MBB Public Markets
Illinois
$338K -$2.95M -6,795 -90%
PIM
878
Progressive Investment Management
Oregon
$338K
FNT
879
First National Trust
Pennsylvania
$337K +$47.3K +109 +18%
KCM
880
Kathmere Capital Management
Pennsylvania
$335K
VBFP
881
Valtinson Bruner Financial Planning
Minnesota
$333K
CFG
882
Carr Financial Group
Massachusetts
$331K
PGFC
883
Peapack-Gladstone Financial Corp
New Jersey
$330K
MWM
884
Mindset Wealth Management
Indiana
$328K +$303K +698 New
PWG
885
Portside Wealth Group
Utah
$324K -$3.04K -7 -1%
JWCA
886
J.W. Cole Advisors
Florida
$324K -$3.47K -8 -1%
FFS
887
Founders Financial Securities
Maryland
$324K -$15.2K -35 -5%
WPP
888
Whalerock Point Partners
Rhode Island
$323K
SMC
889
Smith, Moore & Co
Missouri
$321K
FI
890
FWG Investments
Kentucky
$318K +$8.68K +20 +3%
AAS
891
Ameritas Advisory Services
Nebraska
$316K +$22.6K +52 +8%
CI
892
CX Institutional
Indiana
$315K +$6.94K +16 +2%
SYBT
893
Stock Yards Bank & Trust
Kentucky
$314K
NB
894
Northwest Bancshares
Pennsylvania
$313K
AFG
895
Atomi Financial Group
New York
$312K +$17.8K +41 +7%
CIA
896
Concurrent Investment Advisors
Florida
$308K -$1.74K -4 -0.6%
WA
897
WBH Advisory
Maryland
$306K +$3.9K +9 +1%
CWM
898
Chesapeake Wealth Management
Virginia
$305K -$23.4K -54 -8%
MIM
899
MTM Investment Management
South Carolina
$305K +$7.81K +18 +3%
GCM
900
Gallacher Capital Management
Colorado
$304K -$79.8K -184 -22%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.