Ameriprise Financial
1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.
174% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 58
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
22% more capital invested
Capital invested by funds: $22.2B → $27.1B (+$4.82B)
20% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $55.8M
9% more funds holding
Funds holding: 941 → 1,026 (+85)
0.96% more ownership
Funds ownership: 81.93% → 82.89% (+0.96%)
10% less repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 347
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$113M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$96.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$84.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$81M |
| 5 |
Morgan Stanley
New York
|
+$59.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$114M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$101M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$101M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$95.7M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HR
1076
Howe & Rusling
Rochester,
New York
| – | -$7K | -28 | Closed |
|
|
MFT
1077
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$5K | -19 | Closed |
|
|
CQS
1078
Credential Qtrade Securities
Vancouver,
| – | -$4.28K | -17 | Closed |
|
|
FWA
1079
FSC Wealth Advisors
Fishkill,
New York
| – | -$4K | -16 | Closed |
|
|
EC
1080
EdgeRock Capital
Denver,
Colorado
| – | -$2K | -7 | Closed |
|
|
HH
1081
HWG Holdings
Houston,
Texas
| – | -$2K | -7 | Closed |
|
1082
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -7 | Closed |
|
AMP Hedge Fund Activity: Q4 2022 in Review
1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.
The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.
- 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
- Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
- 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
- The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
- The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2022.