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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
951
PFG Private Wealth Management
Florida
$254K -$4.7K -11 -2%
CAL
952
Capital Analysts LLC
Pennsylvania
$254K -$88.9K -208 -26%
PPW
953
Parcion Private Wealth
Washington
$253K +$3.42K +8 +1%
SWM
954
SeaCrest Wealth Management
New York
$252K +$5.98K +14 +2%
VA
955
Valmark Advisers
Ohio
$251K +$251K +587 New
WCM
956
Washington Capital Management
Washington
$250K
SBWIC
957
Schaper Benz & Wise Investment Counsel
Wisconsin
$250K
SPWG
958
Syntegra Private Wealth Group
Missouri
$249K +$249K +584 New
WA
959
Wealthstream Advisors
New York
$247K +$1.28K +3 +0.5%
IF
960
Intrua Financial
Texas
$247K +$854 +2 +0.3%
I
961
InceptionR
California
$244K -$74.8K -175 -23%
FOA
962
Five Oceans Advisors
California
$244K -$27.3K -64 -10%
NI
963
NDVR Inc
Massachusetts
$243K +$2.99K +7 +1%
WP
964
Westmount Partners
California
$242K
MW
965
Marcum Wealth
Ohio
$241K +$16.7K +39 +7%
IFWM
966
Institute for Wealth Management
Colorado
$241K
T
967
TNF
Montana
$241K
HB
968
HTLF Bank
Colorado
$241K -$25.6K -60 -10%
CCA
969
Childress Capital Advisors
Texas
$241K -$16.2K -38 -6%
RCAG
970
Rehmann Capital Advisory Group
Michigan
$240K -$1.28K -3 -0.5%
PGAM
971
Princeton Global Asset Management
New Jersey
$239K
QFA
972
Quantum Financial Advisors
California
$239K
CWG
973
Cornerstone Wealth Group
North Carolina
$239K +$20.9K +49 +10%
TPI
974
Trust Point Inc
Wisconsin
$239K -$52.5K -123 -18%
ACM
975
Advisors Capital Management
New Jersey
$238K -$3.42K -8 -1%

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.