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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
CBT
976
CoreFirst Bank & Trust
Kansas
$120K -$8.57K -25 -7%
FCA
977
FinTrust Capital Advisors
South Carolina
$119K
NSIM
978
North Star Investment Management
Illinois
$117K
AA
979
Alta Advisers
United Kingdom
$114K
FMB
980
Field & Main Bank
Kentucky
$114K -$1.72K -5 -2%
SC
981
SouthState Corp
Florida
$112K
CF
982
Centaurus Financial
California
$107K -$16.1K -47 -14%
ZB
983
Zions Bancorporation
Utah
$103K
HCP
984
Hexagon Capital Partners
Arkansas
$103K -$5.14K -15 -5%
RMC
985
Resources Management Corp
Connecticut
$101K
ME
986
McIlrath & Eck
Washington
$99.1K
CBT
987
Central Bank & Trust
Kentucky
$98.8K
RIM
988
Rakuten Investment Management
Japan
$96K +$86.4K +252 New
CMP
989
Coston McIsaac & Partners
Maine
$95K
OSNBOA
990
Old Second National Bank of Aurora
Illinois
$93.1K
HWA
991
Heritage Wealth Advisors
Virginia
$91.2K
AAG
992
Armstrong Advisory Group
Massachusetts
$90K
TSW
993
Thompson Siegel & Walmsley
Virginia
$84K
PB
994
Pinnacle Bancorp
Nebraska
$80.1K -$686 -2 -0.9%
LWANC
995
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.4K
M
996
MOTCO
Texas
$78.2K -$36.7K -107 -34%
FFC
997
First Financial Corp
Indiana
$75.2K +$12K +35 +21%
FMTCOCP
998
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
SNB
999
Security National Bank
Nebraska
$72.5K +$65.5K +191 New
PP
1000
Pacifica Partners
Canada
$70.9K

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.