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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
SAM
1076
Smartleaf Asset Management
Massachusetts
$109K +$78.9K +197 +379%
OSNBOA
1077
Old Second National Bank of Aurora
Illinois
$107K
HWA
1078
Heritage Wealth Advisors
Virginia
$105K
RCM
1079
Raleigh Capital Management
North Carolina
$104K +$28K +70 +42%
GKIM
1080
GW&K Investment Management
Massachusetts
$99K +$49.6K +124 +122%
ZB
1081
Zions Bancorporation
Utah
$95.6K -$21.2K -53 -20%
PB
1082
Pinnacle Bancorp
Nebraska
$92.5K
LWANC
1083
Laurel Wealth Advisors (North Carolina)
North Carolina
$91.6K
AAG
1084
Armstrong Advisory Group
Massachusetts
$90K
M
1085
MOTCO
Texas
$89.9K -$400 -1 -0.5%
BAM
1086
Byrne Asset Management
New Jersey
$89K -$72.1K -180 Closed
FMTCOCP
1087
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$87K
FFC
1088
First Financial Corp
Indiana
$86.8K
PP
1089
Pacifica Partners
Canada
$86.6K
SNB
1090
Security National Bank
Nebraska
$83.7K
MA
1091
Montag & Associates
Georgia
$81.5K
SL
1092
Salomon & Ludwin
Virginia
$78.9K +$61.7K +154 +592%
LWA
1093
Lowe Wealth Advisors
Maryland
$73.2K
MBFW
1094
Morton Brown Family Wealth
Pennsylvania
$69.7K
TF
1095
Tompkins Financial
New York
$69.7K
T
1096
TOBAM
France
$68K -$400 -1 -0.6%
WBC
1097
West Branch Capital
Massachusetts
$67.1K -$4.4K -11 -7%
SCM
1098
Silvant Capital Management
Georgia
$66.6K
BCA
1099
Bray Capital Advisors
Florida
$65.8K
WT
1100
Washington Trust
Rhode Island
$65.8K

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.