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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
PI
1026
PEAK6 Investments
Illinois
$49.3K -$351K -1,023 -89%
POIA
1027
Pin Oak Investment Advisors
Texas
$43K
ADL
1028
Asset Dedication LLC
California
$42K +$5.49K +16 +17%
TCA
1029
Trifecta Capital Advisors
Illinois
$39.9K
BSB
1030
Bangor Savings Bank
Maine
$39.5K
FFO
1031
Fortitude Family Office
Arizona
$39.1K +$35.3K +103 New
GKIM
1032
GW&K Investment Management
Massachusetts
$39K +$686 +2 +2%
WIM
1033
Westside Investment Management
California
$38.7K
CYG
1034
Clean Yield Group
Vermont
$38K -$14.1K -41 -29%
DAM
1035
Delta Asset Management
Tennessee
$38K
PCA
1036
Providence Capital Advisors
North Carolina
$38K +$34.3K +100 New
PP
1037
PFS Partners
New Jersey
$36.1K
CAM
1038
Close Asset Management
United Kingdom
$36K
BIA
1039
Bell Investment Advisors
California
$35.3K +$343 +1 +1%
WIA
1040
Wetzel Investment Advisors
Indiana
$34K +$30.9K +90 New
TCWA
1041
Turtle Creek Wealth Advisors
Texas
$33.8K +$30.5K +89 New
FFL
1042
Financial Freedom LLC
Ohio
$33.4K
GWM
1043
Geneos Wealth Management
Colorado
$33K +$2.06K +6 +7%
HFS
1044
Hantz Financial Services
Michigan
$33K
AWM
1045
Abound Wealth Management
Tennessee
$32.3K -$686 -2 -2%
ATC
1046
Adirondack Trust Company
New York
$32.2K
TLCM
1047
Twin Lakes Capital Management
California
$30.3K
C
1048
Covestor
United Kingdom
$29K -$8.57K -25 -25%
OIAM
1049
OFI Invest Asset Management
France
$27.5K +$343 +1 +1%
PSB
1050
Piscataqua Savings Bank
New Hampshire
$26.6K -$6.86K -20 -22%

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.