We are live on ! Find out more
AMP icon

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
KSWA
976
Kathleen S. Wright Associates
Pennsylvania
$7K
SWM
977
Sugarloaf Wealth Management
Georgia
$6.54K
IFAM
978
Institutional & Family Asset Management
Colorado
$6.23K
MA
979
MCF Advisors
Kentucky
$6.23K
NMG
980
New Millennium Group
Utah
$6.23K
TFA
981
Toth Financial Advisory
Virginia
$6.23K
SIC
982
SJS Investment Consulting
Ohio
$6.23K +$3.66K +12 +150%
DI
983
Disciplined Investments
Oklahoma
$5.61K
CAL
984
Capital Advisors Ltd
Ohio
$5K -$2.44K -8 -32%
CSB
985
City State Bank
Iowa
$5K
LTI
986
Laffer Tengler Investments
Tennessee
$4.98K
AA
987
Addison Advisors
Vermont
$4.67K -$1.22K -4 -21%
SVCP
988
Silicon Valley Capital Partners
California
$4.45K +$4.27K +14 New
MWM
989
Mascoma Wealth Management
New Hampshire
$4.36K -$10.7K -35 -71%
CFD
990
Creative Financial Designs
Indiana
$4.36K
CA
991
CoreCap Advisors
Michigan
$4.36K +$4.27K +14 New
CFFP
992
Center for Financial Planning
Michigan
$4.05K
AWM
993
Abound Wealth Management
Tennessee
$3.75K +$1.52K +5 +71%
LF
994
Lee Financial
Texas
$3.74K
ACA
995
Atlas Capital Advisors
Wyoming
$3.74K
IWP
996
IAG Wealth Partners
Wisconsin
$3.74K
Kayne Anderson Rudnick Investment Management
997
Kayne Anderson Rudnick Investment Management
California
$3.74K
ETC
998
Exchange Traded Concepts
Oklahoma
$3.42K
BCM
999
Bourgeon Capital Management
Connecticut
$3.11K
VWM
1000
Valley Wealth Managers
New Jersey
$3.11K

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.