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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
SPC
1026
Sigma Planning Corp
Michigan
$210K +$192K +479 New
NFP
1027
Narus Financial Partners
Utah
$210K +$192K +479 New
WA
1028
Wealthstar Advisors
Texas
$210K +$192K +479 New
LFAS
1029
Level Four Advisory Services
Texas
$210K
PCM
1030
Penserra Capital Management
California
$209K -$178K -445 -48%
CPG
1031
Cornerstone Planning Group
New Jersey
$209K +$1.6K +4 +0.8%
DS
1032
DRW Securities
Illinois
$209K +$191K +476 New
TFF
1033
The Family Firm
Maryland
$209K +$191K +476 New
DWM
1034
Dechtman Wealth Management
Colorado
$208K +$190K +474 New
AFG
1035
Atomi Financial Group
New York
$207K +$189K +471 New
TIA
1036
Tiemann Investment Advisors
California
$207K +$189K +471 New
AFT
1037
Alpha Family Trust
California
$206K +$188K +470 New
FFS
1038
Founders Financial Securities
Maryland
$206K +$188K +470 New
HS
1039
Horan Securities
United States
$206K +$188K +469 New
DCM
1040
Driehaus Capital Management
Illinois
$204K +$187K +466 New
RWP
1041
Revolve Wealth Partners
New Jersey
$204K +$186K +465 New
BWAM
1042
Boyd Watterson Asset Management
Ohio
$200K -$400 -1 -0.2%
RW
1043
Regimen Wealth
Georgia
$200K +$183K +456 New
TIM
1044
Tortoise Investment Management
New York
$193K -$400 -1 -0.2%
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$190K
TSMHT
1046
Thurston Springer Miller Herd & Titak
Indiana
$187K +$171K +426 New
MIM
1047
Macroview Investment Management
Maryland
$184K
GIA
1048
GHP Investment Advisors
Colorado
$184K +$400 +1 +0.2%
UCB
1049
United Community Bank
South Carolina
$179K +$14K +35 +9%
CFO
1050
CVA Family Office
Colorado
$178K +$400 +1 +0.2%

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.