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Ameriprise Financial
AMP

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: 1,240 → 1,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (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

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$170M
2
Invesco
Invesco
Georgia
+$135M
3
Swedbank
Swedbank
Sweden
+$106M
4
Goldman Sachs
Goldman Sachs
New York
+$96.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$81.1M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$307M
2
Barclays
Barclays
United Kingdom
-$87.1M
3
Marshall Wace
Marshall Wace
United Kingdom
-$84.3M
4
N
Nuveen
North Carolina
-$78.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$64.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
1001
Optimist Retirement Group
Washington
$220K – – –
ST
1002
Somerset Trust
Pennsylvania
$220K +$220K +515 New
CFGS
1003
Concourse Financial Group Securities
Alabama
$220K +$5.55K +13 +3%
KIA
1004
KCM Investment Advisors
California
$220K -$56K -131 -20%
DAS
1005
Diversify Advisory Services
Utah
$219K -$12.8K -30 -6%
AHL
1006
Abel Hall LLC
Louisiana
$218K +$8.54K +20 +4%
OWM
1007
OneAscent Wealth Management
Alabama
$218K -$2.99K -7 -1%
WOC
1008
West Oak Capital
California
$218K +$72.6K +170 +50%
DIM
1009
Delta Investment Management
California
$218K +$218K +510 New
GHAM
1010
Gilman Hill Asset Management
Connecticut
$216K – – –
MNBTD
1011
Moody National Bank Trust Division
Texas
$216K – – –
AWM
1012
Accurate Wealth Management
Florida
$214K +$205K +481 New
OFS
1013
Oldfather Financial Services
Nebraska
$214K – – –
AWM
1014
Avior Wealth Management
Nebraska
$213K -$23.1K -54 -10%
WAP
1015
Wealthcare Advisory Partners
Pennsylvania
$213K +$213K +499 New
PCS
1016
Private Client Services
Kentucky
$213K +$213K +498 New
AAS
1017
Annex Advisory Services
Wisconsin
$211K – – –
AP
1018
Adero Partners
California
$209K +$209K +490 New
QWP
1019
Quotient Wealth Partners
Texas
$209K +$209K +489 New
YIA
1020
YHB Investment Advisors
Connecticut
$208K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1021
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$207K -$10.9M -25,451 -98%
GWANC
1022
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$854 -2 -0.4%
PTP
1023
Platform Technology Partners
New York
$206K +$206K +482 New
SPC
1024
Sigma Planning Corp
Michigan
$205K +$427 +1 +0.2%
CIM
1025
Confluence Investment Management
Missouri
$205K – – –
39 40
41
42 43

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.