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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1051
Orrstown Financial Services
Pennsylvania
$201K +$186K +428 New
PPWM
1052
Paragon Private Wealth Management
Kentucky
$201K +$186K +428 New
GIA
1053
GHP Investment Advisors
Colorado
$198K +$434 +1 +0.2%
MIM
1054
Macroview Investment Management
Maryland
$197K
EBA
1055
Eagle Bay Advisors
New York
$197K -$3.47K -8 -2%
SOW
1056
State of Wyoming
Wyoming
$196K +$16.5K +38 +10%
CFO
1057
CVA Family Office
Colorado
$192K +$1.3K +3 +0.7%
RTC
1058
Riverview Trust Company
Washington
$184K +$868 +2 +0.5%
DZ Bank
1059
DZ Bank
Germany
$181K -$247K -570 -60%
AIM
1060
Acropolis Investment Management
Missouri
$180K
HIA
1061
Harbor Investment Advisory
Maryland
$176K -$434 -1 -0.3%
CFD
1062
Creative Financial Designs
Indiana
$170K
WB
1063
Webster Bank
Connecticut
$169K
GWM
1064
Geneos Wealth Management
Colorado
$166K +$112K +257 +265%
UCB
1065
United Community Bank
South Carolina
$163K -$25.2K -58 -14%
OAM
1066
Ostrum Asset Management
France
$152K +$1.3K +3 +0.9%
CBT
1067
CoreFirst Bank & Trust
Kansas
$149K +$138K +317 New
NSIM
1068
North Star Investment Management
Illinois
$144K
PW
1069
Paladin Wealth
Minnesota
$144K +$133K +306 New
SWS
1070
SYSTM Wealth Solutions
Illinois
$143K -$6.25M -14,397 -98%
FMB
1071
Field & Main Bank
Kentucky
$143K +$13K +30 +11%
AA
1072
Alta Advisers
United Kingdom
$141K
FPFS
1073
First Personal Financial Services
North Carolina
$141K
WBC
1074
Westpac Banking Corp
Australia
$136K
NB
1075
NBT Bank
New York
$136K +$126K +290 New

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.