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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
AGWCA
1051
Annis Gardner Whiting Capital Advisors
Florida
$26.2K +$686 +2 +3%
RBC
1052
Roble Belko & Company
Pennsylvania
$26K
FMP
1053
Financial Management Professionals
Texas
$25K
EC
1054
EntryPoint Capital
New York
$23.9K +$21.6K +63 New
KFI
1055
Key Financial Inc
Pennsylvania
$23.2K
B
1056
Birchbrook
Maine
$22.8K +$20.6K +60 New
FFA
1057
First Foundation Advisors
California
$22.8K +$20.6K +60 New
CCMI
1058
Creative Capital Management Investments
California
$21.3K
Fidelity International
1059
Fidelity International
Bermuda
$21.3K +$4.46K +13 +30%
BWM
1060
BKM Wealth Management
Wisconsin
$21.3K +$19.2K +56 New
JPWM
1061
Jamison Private Wealth Management
Georgia
$21.1K
TFA
1062
Toth Financial Advisory
Virginia
$20.9K
CT
1063
Clearstead Trust
Maine
$20.5K -$14.1K -41 -43%
VNA
1064
Valley National Advisers
Pennsylvania
$20K +$18.9K +55 New
SAM
1065
Smartleaf Asset Management
Massachusetts
$19.8K +$17.8K +52 New
TFIPS
1066
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19K +$17.1K +50 New
ANBT
1067
American National Bank & Trust
Texas
$18.6K -$7.54K -22 -31%
FCMT
1068
Founders Capital Management (Texas)
Texas
$18.2K
FGAM
1069
Financial Gravity Asset Management
Texas
$17.5K +$14.7K +43 +4,300%
SC
1070
Solstein Capital
California
$17.5K
AF
1071
Advisornet Financial
Minnesota
$17.1K +$9.94K +29 +181%
GG
1072
Greenwood Gearhart
Arkansas
$17.1K +$15.4K +45 New
EBA
1073
Eagle Bay Advisors
New York
$17K -$133K -388 -90%
Jones Financial Companies
1074
Jones Financial Companies
Missouri
$16.7K +$6.51K +19 +76%
CPG
1075
Custom Portfolio Group
Colorado
$16K +$14.4K +42 New

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.