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Ameriprise Financial

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: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (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
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1026
Joel Isaacson & Co
New York
$205K
1IA
1027
1620 Investment Advisors
Massachusetts
$205K +$205K +480 New
NFP
1028
Narus Financial Partners
Utah
$205K
OP
1029
ORG Partners
Indiana
$205K +$205K +480 New
CCMG
1030
Clark Capital Management Group
Pennsylvania
$203K +$203K +476 New
DWM
1031
Dechtman Wealth Management
Colorado
$203K +$427 +1 +0.2%
PCM
1032
Penserra Capital Management
California
$202K -$2.56K -6 -1%
TIA
1033
Tiemann Investment Advisors
California
$201K
AAM
1034
Aureus Asset Management
Massachusetts
$201K -$27.8K -65 -12%
AFT
1035
Alpha Family Trust
California
$201K
HS
1036
Horan Securities
United States
$200K
BWAM
1037
Boyd Watterson Asset Management
Ohio
$195K
KFS
1038
Kelly Financial Services
Massachusetts
$195K +$32K +75 +20%
CPG
1039
Cornerstone Planning Group
New Jersey
$192K -$3.42K -8 -2%
TIM
1040
Tortoise Investment Management
New York
$191K +$3.42K +8 +2%
SIM
1041
Sentry Investment Management
Wisconsin
$191K -$38.9K -91 -17%
DMBA
1042
Deseret Mutual Benefit Administrators
Utah
$188K +$56.8K +133 +43%
HDIM
1043
Hanson & Doremus Investment Management
Vermont
$185K
EBA
1044
Eagle Bay Advisors
New York
$182K +$161K +378 +771%
GIA
1045
GHP Investment Advisors
Colorado
$180K
MIM
1046
Macroview Investment Management
Maryland
$179K
CFO
1047
CVA Family Office
Colorado
$173K -$427 -1 -0.2%
AGWCA
1048
Annis Gardner Whiting Capital Advisors
Florida
$173K +$3.85K +9 +2%
UCB
1049
United Community Bank
South Carolina
$173K -$2.14K -5 -1%
RTC
1050
Riverview Trust Company
Washington
$167K -$1.28M -2,994 -88%

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.