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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
MA
1001
Montag & Associates
Georgia
$70.6K
BAM
1002
Byrne Asset Management
New Jersey
$68.4K +$61.7K +180 New
GWMIA
1003
Global Wealth Management Investment Advisory
Florida
$68.4K
GWS
1004
Glassman Wealth Services
Virginia
$67.2K +$686 +2 +1%
FBC
1005
Fairfield, Bush & Co
Connecticut
$66.5K +$60K +175 New
RCM
1006
Raleigh Capital Management
North Carolina
$63.7K -$5.49K -16 -9%
LWA
1007
Lowe Wealth Advisors
Maryland
$63.4K
RL
1008
Rogco LP
Oklahoma
$63.1K -$6.51K -19 -10%
WBC
1009
West Branch Capital
Massachusetts
$62.3K +$3.77K +11 +7%
MBFW
1010
Morton Brown Family Wealth
Pennsylvania
$60.4K
TF
1011
Tompkins Financial
New York
$60.4K
EC
1012
EdgeRock Capital
Colorado
$60.2K +$52.8K +154 New
T
1013
TOBAM
France
$59K +$51.4K +150 +2,500%
DMBA
1014
Deseret Mutual Benefit Administrators
Utah
$57.7K -$16.1K -47 -24%
SCM
1015
Silvant Capital Management
Georgia
$57.7K
BCA
1016
Bray Capital Advisors
Florida
$57K
WT
1017
Washington Trust
Rhode Island
$57K +$51.4K +150 New
EWM
1018
Evermay Wealth Management
Virginia
$56.6K +$343 +1 +0.7%
AP
1019
Arlington Partners
Alabama
$55.8K +$50.4K +147 New
WPA
1020
West Paces Advisors
Georgia
$55.1K +$1.03K +3 +2%
JWA
1021
JFS Wealth Advisors
Pennsylvania
$53.2K +$16.5K +48 +52%
FP
1022
Financial Perspectives
Minnesota
$52.1K
PCWA
1023
Pacific Capital Wealth Advisors
California
$51.3K +$46.3K +135 New
GFPC
1024
Global Financial Private Client
Florida
$50.5K
PO
1025
Private Ocean
California
$50.2K

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.