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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
BC
976
Bridgefront Capital
Texas
$244K +$223K +557 New
IBOK
977
Independence Bank of Kentucky
Kentucky
$243K +$80.1K +200 +56%
APP
978
Avantax Planning Partners
Iowa
$243K -$42K -105 -16%
AWM
979
Avior Wealth Management
Nebraska
$243K +$51.3K +128 +30%
PTC
980
Petrus Trust Company
Texas
$242K -$567K -1,416 -72%
PIA
981
Perennial Investment Advisors
California
$239K
HIG
982
Heritage Investment Group
Florida
$238K -$40.8K -102 -16%
BMO
983
Beck Mack & Oliver
New York
$236K -$37.2K -93 -15%
SIM
984
Sentry Investment Management
Wisconsin
$236K
SW
985
SlateStone Wealth
Florida
$236K
AAS
986
Ameritas Advisory Services
Nebraska
$236K -$24.4K -61 -10%
WAM
987
Walker Asset Management
Missouri
$235K +$801 +2 +0.4%
AAM
988
Aureus Asset Management
Massachusetts
$235K +$214K +535 New
T
989
TNF
Montana
$234K
AIC
990
Argus Investors Counsel
New York
$234K -$801 -2 -0.4%
HIA
991
Harbor Investment Advisory
Maryland
$234K +$79.7K +199 +59%
DAS
992
Diversify Advisory Services
Utah
$233K +$215K +536 New
TCM
993
Tufton Capital Management
Maryland
$232K
BCV
994
Banque Cantonale Vaudoise
Switzerland
$232K -$490K -1,223 -70%
MW
995
Marcum Wealth
Ohio
$231K -$2.4K -6 -1%
CFP
996
Cascade Financial Partners
California
$229K +$221K +553 New
FFA
997
Farther Finance Advisors
California
$228K +$32K +80 +18%
VC
998
Vicus Capital
Pennsylvania
$227K +$207K +518 New
MC
999
Moors & Cabot
Massachusetts
$227K +$207K +518 New
PCH
1000
PGIM Custom Harvest
New Jersey
$227K +$207K +518 New

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.