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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
OWM
1001
OneAscent Wealth Management
Alabama
$227K +$207K +518 New
WAM
1002
Weiss Asset Management
Massachusetts
$227K +$207K +517 New
ORG
1003
Optimist Retirement Group
Washington
$226K +$206K +515 New
CWG
1004
Cornerstone Wealth Group
North Carolina
$224K +$204K +510 New
BWM
1005
Birchcreek Wealth Management
Ohio
$223K +$204K +509 New
BMCM
1006
Bryn Mawr Capital Management
Pennsylvania
$222K +$203K +507 New
MNBTD
1007
Moody National Bank Trust Division
Texas
$221K -$71.3K -178 -26%
GHAM
1008
Gilman Hill Asset Management
Connecticut
$221K +$202K +505 New
NL
1009
NWAM LLC
Washington
$221K -$19.6K -49 -9%
BTI
1010
Blue Trust Inc
Georgia
$220K -$14K -35 -7%
CFGS
1011
Concourse Financial Group Securities
Alabama
$220K -$2.4K -6 -1%
OFS
1012
Oldfather Financial Services
Nebraska
$219K +$200K +500 New
RWA
1013
River Wealth Advisors
Pennsylvania
$219K -$55.3K -138 -22%
AAS
1014
Annex Advisory Services
Wisconsin
$217K -$27.2K -68 -12%
CIA
1015
Concurrent Investment Advisors
Florida
$217K +$198K +494 New
GCM
1016
Gallacher Capital Management
Colorado
$216K -$36.4K -91 -16%
AHL
1017
Abel Hall LLC
Louisiana
$215K +$196K +490 New
CTWM
1018
Cherry Tree Wealth Management
Minnesota
$214K
YIA
1019
YHB Investment Advisors
Connecticut
$214K +$195K +488 New
TIA
1020
Trust Investment Advisors
Indiana
$214K +$195K +487 New
GWANC
1021
Guardian Wealth Advisors (North Carolina)
North Carolina
$213K +$194K +485 New
LTAS
1022
Linden Thomas Advisory Services
North Carolina
$213K +$194K +485 New
AC
1023
Armistice Capital
New York
$211K +$193K +482 New
CIM
1024
Confluence Investment Management
Missouri
$210K +$192K +480 New
JIC
1025
Joel Isaacson & Co
New York
$210K +$192K +480 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.