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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
SFI
926
SPC Financial Inc
Maryland
$275K
RFM
927
Royal Fund Management
Florida
$275K +$801 +2 +0.3%
NG
928
Norden Group
Utah
$274K +$250K +624 New
ATFA
929
All Terrain Financial Advisors
Minnesota
$273K
HB
930
HTLF Bank
Colorado
$273K
WKSWA
931
White Knight Strategic Wealth Advisors
New Jersey
$272K -$4.4K -11 -2%
PTC
932
Philadelphia Trust Company
Pennsylvania
$272K
DWT
933
Dorsey & Whitney Trust
South Dakota
$271K +$801 +2 +0.3%
RCA
934
Resonant Capital Advisors
Wisconsin
$271K +$11.2K +28 +5%
OFS
935
OneAscent Financial Services
Alabama
$270K -$16.4K -41 -6%
NA
936
Navellier & Associates
Nevada
$270K
MA
937
Mutual Advisors
Nebraska
$269K -$33.6K -84 -12%
SI
938
Symmetry Investments
Jersey
$268K +$27.2K +68 +13%
MIM
939
MTM Investment Management
South Carolina
$267K
FNT
940
First National Trust
Pennsylvania
$266K
MA
941
MONECO Advisors
Connecticut
$266K -$2.8K -7 -1%
WTA
942
Washington Trust Advisors
Massachusetts
$266K
PPWM
943
PFG Private Wealth Management
Florida
$266K -$1.6K -4 -0.7%
GLLW
944
Graves Light Lenhart Wealth
Virginia
$265K
ACM
945
AUA Capital Management
Pennsylvania
$265K +$10.8K +27 +5%
DWA
946
Dougherty Wealth Advisers
Minnesota
$264K
STA
947
Summit Trail Advisors
New York
$264K +$26.8K +67 +13%
CCA
948
Childress Capital Advisors
Texas
$264K -$26.4K -66 -10%
AWA
949
Authentikos Wealth Advisory
California
$263K
HIM
950
Harbour Investment Management
Washington
$263K

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.