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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
CCMI
1001
Creative Capital Management Investments
California
$18.5K
JPWM
1002
Jamison Private Wealth Management
Georgia
$18.4K +$19.1K +56 New
TFA
1003
Toth Financial Advisory
Virginia
$18.1K +$11.9K +35 +175%
FCMT
1004
Founders Capital Management (Texas)
Texas
$15.8K
SC
1005
Solstein Capital
California
$15.2K
Fidelity International
1006
Fidelity International
Bermuda
$14.2K +$683 +2 +5%
CAC
1007
Core Alternative Capital
Georgia
$13.9K
CSWM
1008
Cassady Schiller Wealth Management
Ohio
$13.2K
MWM
1009
Mascoma Wealth Management
New Hampshire
$13.2K +$8.87K +26 +186%
EARNEST Partners
1010
EARNEST Partners
Georgia
$12.2K
QL
1011
Quarry LP
New York
$11.9K +$12.3K +36 New
ICM
1012
Intrepid Capital Management
Florida
$11.2K
NC
1013
NewSquare Capital
Pennsylvania
$10.7K +$10.9K +32 +3,200%
PWMG
1014
Prestige Wealth Management Group
New Jersey
$10.6K
PP
1015
PrairieView Partners
Minnesota
$10K -$3.07K -9 -22%
TSWM
1016
Tyler-Stone Wealth Management
Ohio
$10K
SSB
1017
Sandy Spring Bank
Maryland
$9.89K
CWM
1018
Cedar Wealth Management
California
$9.89K
NCM
1019
Northwest Capital Management
Oregon
$9.89K
MA
1020
MCF Advisors
Kentucky
$9.56K +$3.07K +9 +45%
VCM
1021
Versant Capital Management
Arizona
$8.9K
JFA
1022
JNBA Financial Advisors
Minnesota
$8.57K
SL
1023
Salomon & Ludwin
Virginia
$8.57K +$8.87K +26 New
BAAM
1024
Baker Avenue Asset Management
California
$8.31K -$4.78K -14 -36%
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$8.24K -$3.07K -9 -26%

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.