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Ameriprise Financial

1,084 hedge funds and large institutions have $28.1B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 348 increasing their positions, 394 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $76.5M | Put options by funds: $49.3M

35% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 65

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1% more funds holding

Funds holding: 1,0771,084 (+7)

0.02% less ownership

Funds ownership: 82.99%82.98% (-0.02%)

2% less capital invested

Capital invested by funds: $28.6B → $28.1B (-$578M)

12% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 394

Holders
1,084
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
88
Increased
348
Reduced
394
Closed
65
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
951
Global Wealth Management Investment Advisory
Florida
$59.3K
GWS
952
Glassman Wealth Services
Virginia
$57.7K -$1.02K -3 -2%
LWA
953
Lowe Wealth Advisors
Maryland
$55.1K
FFC
954
First Financial Corp
Indiana
$53.7K
MBFW
955
Morton Brown Family Wealth
Pennsylvania
$52.4K
TF
956
Tompkins Financial
New York
$52.4K
WBC
957
West Branch Capital
Massachusetts
$50.4K
SCM
958
Silvant Capital Management
Georgia
$50.1K
BCA
959
Bray Capital Advisors
Florida
$49.5K
EWM
960
Evermay Wealth Management
Virginia
$48.8K +$683 +2 +1%
WPA
961
West Paces Advisors
Georgia
$46.8K
CYG
962
Clean Yield Group
Vermont
$46.4K
FP
963
Financial Perspectives
Minnesota
$45.2K
IUHSA
964
Itau Unibanco Holding S.A.
Brazil
$45.2K -$33.4K -98 -42%
PO
965
Private Ocean
California
$43.6K
GFPC
966
Global Financial Private Client
Florida
$43.3K
POIA
967
Pin Oak Investment Advisors
Texas
$37K
TCA
968
Trifecta Capital Advisors
Illinois
$34.6K
BSB
969
Bangor Savings Bank
Maine
$34.3K +$3.41K +10 +11%
C
970
Covestor
United Kingdom
$34K -$2.73K -8 -7%
WIM
971
Westside Investment Management
California
$33.6K
GKIM
972
GW&K Investment Management
Massachusetts
$33K +$22.5K +66 +194%
DAM
973
Delta Asset Management
Tennessee
$33K
PPWM
974
PFG Private Wealth Management
Florida
$31.6K -$60.1K -176 -65%
PP
975
PFS Partners
New Jersey
$31.3K

AMP Hedge Fund Activity: Q3 2023 in Review

1,084 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2023, worth a combined $28.1B — down 2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 65 closed out — a net gain of 23 holders — while 348 added to existing stakes and 394 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $208M. The largest seller was Bank of New York Mellon, cutting an estimated $113M.

  • 1,084 institutional investors held Ameriprise Financial (AMP) as of Q3 2023, up from 1,077 in Q2 2023.
  • Funds reported $28.1B of Ameriprise Financial stock for Q3 2023, down 2% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q3 2023 and 65 closed out, a net change of +23 holders.
  • The largest Ameriprise Financial buyer in Q3 2023 was Viking Global Investors, an estimated $208M added.
  • The largest Ameriprise Financial seller in Q3 2023 was Bank of New York Mellon, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2023.