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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
WBC
1051
Westpac Banking Corp
Australia
$177K
AGWCA
1052
Annis Gardner Whiting Capital Advisors
Florida
$174K +$131K +327 +474%
AIM
1053
Acropolis Investment Management
Missouri
$168K
KFS
1054
Kelly Financial Services
Massachusetts
$168K +$12.8K +32 +9%
CFD
1055
Creative Financial Designs
Indiana
$159K +$9.61K +24 +7%
WB
1056
Webster Bank
Connecticut
$157K
FPFS
1057
First Personal Financial Services
North Carolina
$157K
SOW
1058
State of Wyoming
Wyoming
$151K +$2K +5 +1%
OAM
1059
Ostrum Asset Management
France
$151K
WOC
1060
West Oak Capital
California
$149K
CBT
1061
CoreFirst Bank & Trust
Kansas
$139K
NSIM
1062
North Star Investment Management
Illinois
$135K
DMBA
1063
Deseret Mutual Benefit Administrators
Utah
$134K +$61.7K +154 +101%
AA
1064
Alta Advisers
United Kingdom
$132K
CF
1065
Centaurus Financial
California
$124K
FMB
1066
Field & Main Bank
Kentucky
$121K -$10K -25 -8%
RMC
1067
Resources Management Corp
Connecticut
$116K
ME
1068
McIlrath & Eck
Washington
$114K
BIM
1069
Breakwater Investment Management
Washington
$114K +$105K +261 New
IWA
1070
Icon Wealth Advisors
Texas
$114K +$105K +261 New
CBT
1071
Central Bank & Trust
Kentucky
$114K
A
1072
Allianz
Germany
$114K +$104K +260 New
KA
1073
Kozak & Associates
Colorado
$113K -$27.2K -68 -21%
HCP
1074
Hexagon Capital Partners
Arkansas
$113K -$4.8K -12 -4%
CMP
1075
Coston McIsaac & Partners
Maine
$110K

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.