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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
FF
926
Fluent Financial
Texas
$213K -$25.4K -74 -12%
TCOV
927
Trust Company of Vermont
Vermont
$213K -$870K -2,536 -82%
NPA
928
Nichols & Pratt Advisers
Massachusetts
$213K +$192K +560 New
QFA
929
Quantum Financial Advisors
California
$213K +$192K +560 New
RP
930
Riverbridge Partners
Minnesota
$212K +$192K +559 New
LFAS
931
Level Four Advisory Services
Texas
$210K -$34.3K -100 -15%
HGA
932
Hobbs Group Advisors
South Carolina
$208K +$188K +548 New
AC
933
Apella Capital
Connecticut
$208K +$188K +549 New
PIA
934
Perennial Investment Advisors
California
$207K +$187K +544 New
SI
935
Symmetry Investments
Jersey
$207K +$187K +544 New
ACM
936
Advisors Capital Management
New Jersey
$205K +$184K +538 New
SIM
937
Sentry Investment Management
Wisconsin
$204K -$19.9K -58 -10%
SW
938
SlateStone Wealth
Florida
$204K +$184K +538 New
AIC
939
Argus Investors Counsel
New York
$204K +$184K +536 New
STA
940
Summit Trail Advisors
New York
$203K -$60K -175 -25%
WAM
941
Walker Asset Management
Missouri
$203K +$183K +535 New
MW
942
Marcum Wealth
Ohio
$202K +$182K +532 New
TCM
943
Tufton Capital Management
Maryland
$201K +$182K +530 New
WB
944
WesBanco Bank
West Virginia
$201K +$181K +528 New
PFBT
945
Parkside Financial Bank & Trust
Missouri
$194K +$27.1K +79 +18%
CFGS
946
Concourse Financial Group Securities
Alabama
$193K -$343 -1 -0.2%
CPG
947
Cornerstone Planning Group
New Jersey
$188K -$103K -299 -38%
CTWM
948
Cherry Tree Wealth Management
Minnesota
$186K
OP
949
ORG Partners
Indiana
$182K
GM
950
GeoWealth Management
Illinois
$179K +$162K +471 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.