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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
BTI
951
Blue Trust Inc
Georgia
$177K +$54.9K +160 +42%
BWAM
952
Boyd Watterson Asset Management
Ohio
$174K -$2.06K -6 -1%
FFA
953
Farther Finance Advisors
California
$168K +$84.7K +247 +126%
TIM
954
Tortoise Investment Management
New York
$167K
HDIM
955
Hanson & Doremus Investment Management
Vermont
$164K
AWM
956
Avior Wealth Management
Nebraska
$162K -$122K -357 -46%
MIM
957
Macroview Investment Management
Maryland
$160K
GIA
958
GHP Investment Advisors
Colorado
$159K
CFO
959
CVA Family Office
Colorado
$154K +$139K +405 New
BWM
960
Baystate Wealth Management
Massachusetts
$153K +$343 +1 +0.2%
WBC
961
Westpac Banking Corp
Australia
$153K -$376K -1,097 -73%
AIM
962
Acropolis Investment Management
Missouri
$146K
UCB
963
United Community Bank
South Carolina
$142K +$1.72K +5 +1%
WB
964
Webster Bank
Connecticut
$136K
FPFS
965
First Personal Financial Services
North Carolina
$136K
IBOK
966
Independence Bank of Kentucky
Kentucky
$135K -$10.3K -30 -8%
Acadian Asset Management
967
Acadian Asset Management
Massachusetts
$133K -$1.08M -3,141 -90%
KFS
968
Kelly Financial Services
Massachusetts
$133K +$20.6K +60 +21%
OAM
969
Ostrum Asset Management
France
$131K -$176K -514 -60%
SOW
970
State of Wyoming
Wyoming
$129K -$8.23K -24 -7%
CFD
971
Creative Financial Designs
Indiana
$128K +$111K +324 +2,314%
MSWM
972
McGlone Suttner Wealth Management
Wisconsin
$128K +$116K +338 New
WOC
973
West Oak Capital
California
$128K
HIA
974
Harbor Investment Advisory
Maryland
$127K +$49.4K +144 +75%
KA
975
Kozak & Associates
Colorado
$122K +$343 +1 +0.3%

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.