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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
RFG
1076
REAP Financial Group
Texas
$15.6K +$14.1K +41 New
VWM
1077
Venturi Wealth Management
Texas
$15.6K +$10.6K +31 +310%
CSWM
1078
Cassady Schiller Wealth Management
Ohio
$15.2K
MWM
1079
Mascoma Wealth Management
New Hampshire
$15.2K
IGWM
1080
ICA Group Wealth Management
Colorado
$14.1K +$12.7K +37 New
DCP
1081
Distillate Capital Partners
Illinois
$13.7K +$12.3K +36 New
CAC
1082
Core Alternative Capital
Georgia
$12.6K -$3.09K -9 -21%
SIS
1083
Strategic Investment Solutions
Illinois
$12.2K -$680K -1,984 -98%
PWMG
1084
Prestige Wealth Management Group
New Jersey
$12.2K
PP
1085
PrairieView Partners
Minnesota
$12K
NCM
1086
Northwest Capital Management
Oregon
$11.4K
SSB
1087
Sandy Spring Bank
Maryland
$11.4K
TSWM
1088
Tyler-Stone Wealth Management
Ohio
$11.4K
MSG
1089
Main Street Group
Virginia
$11.2K +$9.94K +29 New
MA
1090
MCF Advisors
Kentucky
$11K
GWSG
1091
GPS Wealth Strategies Group
Colorado
$11K -$237K -691 -96%
BGAI
1092
Bruce G. Allen Investments
Colorado
$11K +$9.94K +29 New
PIM
1093
Plato Investment Management
Australia
$11K +$9.94K +29 New
FWM
1094
FSA Wealth Management
Massachusetts
$11K +$10.3K +30 New
VCM
1095
Versant Capital Management
Arizona
$10.6K +$343 +1 +4%
RFG
1096
RFP Financial Group
Georgia
$10.6K +$9.6K +28 New
SA
1097
Scarborough Advisors
Maryland
$10.3K +$9.26K +27 New
JFA
1098
JNBA Financial Advisors
Minnesota
$9.88K
WAS
1099
Winch Advisory Services
Wisconsin
$9.78K
MFC
1100
Mechanics Financial Corp
Ohio
$9.5K

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.