We are live on ! Find out more
AMP icon

Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
901
Zullo Investment Group
Pennsylvania
$45.2K +$4.58K +15 +12%
APW
902
Acima Private Wealth
Virginia
$45.1K
WPA
903
West Paces Advisors
Georgia
$44.2K
FP
904
Financial Perspectives
Minnesota
$42.6K
GFPC
905
Global Financial Private Client
Florida
$41.4K
PMFA
906
Plante Moran Financial Advisors
Michigan
$41.4K +$38.1K +125 +1,563%
OIS
907
Okabena Investment Services
Minnesota
$40.5K +$39.7K +130 New
MIFH
908
Migdal Insurance & Financial Holdings
Israel
$38K +$36.9K +121 New
POIA
909
Pin Oak Investment Advisors
Texas
$35K
MUMSS
910
Mitsubishi UFJ Morgan Stanley Securities
Japan
$34K -$33.6K -110 -50%
HDIM
911
Hanson & Doremus Investment Management
Vermont
$34K -$13.4K -44 -29%
TCA
912
Trifecta Capital Advisors
Illinois
$32.7K +$32K +105 New
FDCDDQ
913
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K -$709K -2,325 -96%
BIA
914
Bell Investment Advisors
California
$31.8K +$10.1K +33 +48%
FCA
915
FinTrust Capital Advisors
South Carolina
$31.8K +$31.1K +102 New
NSB
916
Norway Savings Bank
Maine
$31.1K
DAM
917
Delta Asset Management
Tennessee
$31.1K +$30.5K +100 New
USCWA
918
U.S. Capital Wealth Advisors
Texas
$31.1K +$30.5K +100 New
Jones Financial Companies
919
Jones Financial Companies
Missouri
$31K +$18.9K +62 +172%
CAM
920
Close Asset Management
United Kingdom
$30K
PP
921
PFS Partners
New Jersey
$29.6K
JWA
922
JFS Wealth Advisors
Pennsylvania
$29.6K +$610 +2 +2%
BSB
923
Bangor Savings Bank
Maine
$29K
PSB
924
Piscataqua Savings Bank
New Hampshire
$28K
DFCM
925
Dark Forest Capital Management
Puerto Rico
$27.4K +$26.8K +88 New

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.