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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
WB
951
WesBanco Bank
West Virginia
$263K +$28.4K +71 +13%
SCM
952
Shelton Capital Management
Colorado
$262K
TL
953
Tradewinds LLC
North Carolina
$262K +$276K +690 New
JWCA
954
J.W. Cole Advisors
Florida
$260K +$237K +593 New
HFM
955
Harvest Fund Management
China
$259K
WCM
956
Washington Capital Management
Washington
$257K
SBWIC
957
Schaper Benz & Wise Investment Counsel
Wisconsin
$257K +$400 +1 +0.2%
PPW
958
Parcion Private Wealth
Washington
$256K
NAS
959
Nicolet Advisory Services
Wisconsin
$255K +$6.01K +15 +3%
CSIC
960
Clifford Swan Investment Counsel
California
$255K -$10K -25 -4%
SWM
961
SeaCrest Wealth Management
New York
$253K +$231K +577 New
WA
962
Wealthstream Advisors
New York
$253K +$5.61K +14 +2%
EAM
963
Empirical Asset Management
Massachusetts
$252K +$231K +576 New
IF
964
Intrua Financial
Texas
$252K +$230K +575 New
GAM
965
Garrison Asset Management
Arkansas
$250K -$56.5K -141 -20%
WP
966
Westmount Partners
California
$249K
RCAG
967
Rehmann Capital Advisory Group
Michigan
$248K -$3.6K -9 -2%
ACM
968
Advisors Capital Management
New Jersey
$248K +$10.4K +26 +5%
IFWM
969
Institute for Wealth Management
Colorado
$247K
NI
970
NDVR Inc
Massachusetts
$246K +$225K +561 New
PGAM
971
Princeton Global Asset Management
New Jersey
$246K -$5.61K -14 -2%
NPA
972
Nichols & Pratt Advisers
Massachusetts
$246K
FF
973
Fluent Financial
Texas
$246K -$400 -1 -0.2%
QFA
974
Quantum Financial Advisors
California
$245K
AC
975
Apella Capital
Connecticut
$245K +$8.81K +22 +4%

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.