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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
DWA
901
Dougherty Wealth Advisers
Minnesota
$229K
AWA
902
Authentikos Wealth Advisory
California
$228K
HIM
903
Harbour Investment Management
Washington
$228K +$206K +600 New
SCM
904
Shelton Capital Management
Colorado
$227K -$21.6K -63 -10%
EFS
905
Essex Financial Services
Connecticut
$225K +$203K +592 New
RCA
906
Resonant Capital Advisors
Wisconsin
$224K -$5.49K -16 -3%
HFM
907
Harvest Fund Management
China
$224K
T
908
TNF
Montana
$223K +$194K +567 New
WCM
909
Washington Capital Management
Washington
$223K +$201K +586 New
SBWIC
910
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K +$201K +585 New
PPW
911
Parcion Private Wealth
Washington
$222K +$201K +585 New
SWM
912
Segment Wealth Management
Texas
$222K +$200K +584 New
GCM
913
Gallacher Capital Management
Colorado
$221K -$111K -325 -36%
NAS
914
Nicolet Advisory Services
Wisconsin
$221K +$199K +579 New
AG
915
AlTi Global
New York
$221K +$199K +581 New
ACM
916
AUA Capital Management
Pennsylvania
$219K +$198K +577 New
RCAG
917
Rehmann Capital Advisory Group
Michigan
$218K +$197K +574 New
PGAM
918
Princeton Global Asset Management
New Jersey
$218K +$4.8K +14 +3%
PWLP
919
Prio Wealth Limited Partnership
Massachusetts
$217K +$195K +570 New
SYBT
920
Stock Yards Bank & Trust
Kentucky
$216K +$195K +569 New
NL
921
NWAM LLC
Washington
$216K +$195K +569 New
WP
922
Westmount Partners
California
$216K +$195K +568 New
IFWM
923
Institute for Wealth Management
Colorado
$214K -$33.3K -97 -15%
WA
924
Wealthstream Advisors
New York
$213K +$193K +562 New
AAS
925
Annex Advisory Services
Wisconsin
$213K +$193K +562 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.