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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
CT
976
Clearstead Trust
Maine
$31.3K +$14K +41 +76%
CAM
977
Close Asset Management
United Kingdom
$31K
BIA
978
Bell Investment Advisors
California
$30.3K -$2.05K -6 -6%
JWA
979
JFS Wealth Advisors
Pennsylvania
$30.3K
ADL
980
Asset Dedication LLC
California
$30K +$2.39K +7 +8%
CCP
981
Carmel Capital Partners
California
$29.7K +$30.7K +90 New
PSB
982
Piscataqua Savings Bank
New Hampshire
$29.7K
FFL
983
Financial Freedom LLC
Ohio
$29K
HFS
984
Hantz Financial Services
Michigan
$29K
AWM
985
Abound Wealth Management
Tennessee
$28.7K +$21.8K +64 +278%
FAM
986
Flaharty Asset Management
Florida
$28.7K +$29.7K +87 New
GWM
987
Geneos Wealth Management
Colorado
$26.7K
TLCM
988
Twin Lakes Capital Management
California
$26.2K +$341 +1 +1%
ATC
989
Adirondack Trust Company
New York
$26K
SWA
990
Sutton Wealth Advisors
Florida
$25.7K +$2.05K +6 +8%
EL
991
EMFO LLC
Florida
$25.1K
OIAM
992
OFI Invest Asset Management
France
$24.6K +$27K +79 New
ANBT
993
American National Bank & Trust
Texas
$23.4K +$24.2K +71 New
RBC
994
Roble Belko & Company
Pennsylvania
$23K
WOSD
995
WFA of San Diego
California
$22.4K
AGWCA
996
Annis Gardner Whiting Capital Advisors
Florida
$22.1K +$22.9K +67 New
FMP
997
Financial Management Professionals
Texas
$22K
FAM
998
Fred Alger Management
New York
$20.8K -$44.7K -131 -68%
KFI
999
Key Financial Inc
Pennsylvania
$20.1K
SFG
1000
Steward Financial Group
Texas
$20K +$3.07K +9 +17%

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.