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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
QL
951
Quarry LP
New York
$14.3K +$14K +46 New
RBC
952
Romano Brothers & Co
Illinois
$14.3K +$14K +46 New
CSWM
953
Cassady Schiller Wealth Management
Ohio
$12.5K +$12.2K +40 New
KFI
954
Key Financial Inc
Pennsylvania
$11.8K
EARNEST Partners
955
EARNEST Partners
Georgia
$11.5K
EE
956
EWG Elevate
California
$11.5K +$11.3K +37 New
CWP
957
Concord Wealth Partners
Virginia
$11.3K +$11K +36 New
LSA
958
Leonteq Securities AG
Switzerland
$10.3K -$18K -59 -64%
HWMA
959
Heritage Wealth Management (Arizona)
Arizona
$9.96K +$9.76K +32 New
PWMG
960
Prestige Wealth Management Group
New Jersey
$9.96K
CWM
961
Cedar Wealth Management
California
$9.34K
SSB
962
Sandy Spring Bank
Maryland
$9.34K
CWC
963
Carolinas Wealth Consulting
North Carolina
$9.03K +$5.49K +18 +164%
AIM
964
Arcadia Investment Management
Michigan
$9.03K +$8.85K +29 New
TSWM
965
Tyler-Stone Wealth Management
Ohio
$9K
NC
966
NewSquare Capital
Pennsylvania
$8.28K
JFA
967
JNBA Financial Advisors
Minnesota
$8.1K -$30.5K -100 -79%
MFC
968
Mechanics Financial Corp
Ohio
$8K
WAS
969
Winch Advisory Services
Wisconsin
$8K
SFG
970
Steward Financial Group
Texas
$8K +$8.23K +27 New
AWM
971
Activest Wealth Management
Florida
$7.78K
NF
972
Norwood Financial
Pennsylvania
$7.78K
OLVIG
973
Oliver Lagore Vanvalin Investment Group
Michigan
$7.78K
VCM
974
Versant Capital Management
Arizona
$7.47K
BONH
975
Bank of New Hampshire
New Hampshire
$7K

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.