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Ameriprise Financial

1,240 hedge funds and large institutions have $36.7B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 423 increasing their positions, 414 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 56

65% more call options, than puts

Call options by funds: $147M | Put options by funds: $88.9M

12% more capital invested

Capital invested by funds: $32.9B → $36.7B (+$3.8B)

7% more funds holding

Funds holding: 1,1611,240 (+79)

2% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 414

1.94% less ownership

Funds ownership: 85.54%83.6% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,240
Holders Change
+79
Holders Change %
+6.8%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
149
Increased
423
Reduced
414
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
901
WealthTrust Axiom
Pennsylvania
$296K -$37.2K -93 -12%
Fisher Asset Management
902
Fisher Asset Management
Washington
$295K +$269K +673 New
PWG
903
Portside Wealth Group
Utah
$295K +$3.2K +8 +1%
CAM
904
Concorde Asset Management
Michigan
$295K +$23.2K +58 +9%
SYBT
905
Stock Yards Bank & Trust
Kentucky
$293K +$40K +100 +18%
NB
906
Northwest Bancshares
Pennsylvania
$292K
CI
907
CX Institutional
Indiana
$289K -$3.2K -8 -1%
VC
908
Veery Capital
Delaware
$287K -$2K -5 -0.8%
EFS
909
Essex Financial Services
Connecticut
$287K +$24.8K +62 +10%
CCG
910
Catalina Capital Group
California
$286K +$261K +653 New
FI
911
FWG Investments
Kentucky
$286K +$8.01K +20 +3%
PTC
912
Private Trust Company
Ohio
$286K -$2K -5 -0.8%
EWA
913
EverSource Wealth Advisors
Alabama
$286K +$2K +5 +0.7%
CFG
914
Carr Financial Group
Massachusetts
$284K
CAM
915
Cidel Asset Management
Ontario, Canada
$284K
CCFCSB
916
Cape Cod Five Cents Savings Bank
Massachusetts
$283K
KIA
917
KCM Investment Advisors
California
$283K +$258K +645 New
PCP
918
Proficio Capital Partners
Massachusetts
$282K +$2.4K +6 +0.9%
FCP
919
Fidelis Capital Partners
Florida
$282K -$5.21K -13 -2%
WA
920
WBH Advisory
Maryland
$282K +$1.2K +3 +0.5%
ECG
921
Edge Capital Group
Georgia
$281K -$1.6K -4 -0.6%
R
922
Rebalance
California
$281K
FOA
923
Five Oceans Advisors
California
$278K +$400 +1 +0.2%
MCM
924
McRae Capital Management
New Jersey
$278K +$254K +635 New
NCFG
925
New Century Financial Group
New Jersey
$277K +$2K +5 +0.8%

AMP Hedge Fund Activity: Q1 2024 in Review

1,240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2024, worth a combined $36.7B — up 12% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AMP positions and 56 closed out — a net gain of 93 holders — while 423 added to existing stakes and 414 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was Morgan Stanley, cutting an estimated $921M.

  • 1,240 institutional investors held Ameriprise Financial (AMP) as of Q1 2024, up from 1,161 in Q4 2023.
  • Funds reported $36.7B of Ameriprise Financial stock for Q1 2024, up 12% quarter-over-quarter.
  • 149 funds opened new Ameriprise Financial positions in Q1 2024 and 56 closed out, a net change of +93 holders.
  • The largest Ameriprise Financial buyer in Q1 2024 was JP Morgan Chase, an estimated $242M added.
  • The largest Ameriprise Financial seller in Q1 2024 was Morgan Stanley, an estimated $921M sold.

Based on aggregated 13F filings for Q1 2024.