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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
CPWA
976
Cerro Pacific Wealth Advisors
California
$238K +$238K +557 New
IBOK
977
Independence Bank of Kentucky
Kentucky
$237K
CFP
978
Cascade Financial Partners
California
$236K
HC
979
Hamilton Capital
Ohio
$236K -$59K -138 -20%
AC
980
Apella Capital
Connecticut
$235K -$12K -28 -5%
PTC
981
Philadelphia Trust Company
Pennsylvania
$235K -$29.9K -70 -11%
FF
982
Fluent Financial
Texas
$235K -$4.7K -11 -2%
HGA
983
Hobbs Group Advisors
South Carolina
$234K +$234K +548 New
VC
984
Vicus Capital
Pennsylvania
$233K +$12K +28 +5%
CSIC
985
Clifford Swan Investment Counsel
California
$233K -$15.4K -36 -6%
GAM
986
Garrison Asset Management
Arkansas
$233K -$10.7K -25 -4%
HIG
987
Heritage Investment Group
Florida
$232K
CW
988
CreativeOne Wealth
Kansas
$231K -$62.4K -146 -21%
WAM
989
Walker Asset Management
Missouri
$230K +$854 +2 +0.4%
SW
990
SlateStone Wealth
Florida
$230K
CCIA
991
Campbell & Co Investment Adviser
Maryland
$229K -$1.01M -2,368 -82%
AIC
992
Argus Investors Counsel
New York
$228K -$427 -1 -0.2%
TCM
993
Tufton Capital Management
Maryland
$226K
JFG
994
Jefferies Financial Group
New York
$224K -$4.31M -10,091 -95%
NL
995
NWAM LLC
Washington
$223K +$1.28K +3 +0.6%
GSC
996
Ground Swell Capital
South Carolina
$223K +$223K +523 New
CTWM
997
Cherry Tree Wealth Management
Minnesota
$223K +$13.7K +32 +7%
APP
998
Avantax Planning Partners
Iowa
$222K -$15K -35 -6%
ICP
999
Interchange Capital Partners
Pennsylvania
$221K +$222K +520 New
BMCM
1000
Bryn Mawr Capital Management
Pennsylvania
$221K +$4.27K +10 +2%

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.