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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
KA
1076
Kozak & Associates
Colorado
$135K
CF
1077
Centaurus Financial
California
$132K
KB
1078
Kimelman & Baird
New York
$132K
CH
1079
Cromwell Holdings
Wyoming
$128K
AIM
1080
Anchor Investment Management
South Carolina
$127K +$114K +262 +3,275%
AAG
1081
Armstrong Advisory Group
Massachusetts
$125K +$16.5K +38 +17%
RCM
1082
Raleigh Capital Management
North Carolina
$124K -$3.9K -9 -3%
BIM
1083
Breakwater Investment Management
Washington
$123K
IWA
1084
Icon Wealth Advisors
Texas
$123K
ME
1085
McIlrath & Eck
Washington
$123K
A
1086
Allianz
Germany
$122K
HWA
1087
Heritage Wealth Advisors
Virginia
$119K +$6.07K +14 +6%
OSNBOA
1088
Old Second National Bank of Aurora
Illinois
$115K
GKIM
1089
GW&K Investment Management
Massachusetts
$109K +$1.74K +4 +2%
ETC
1090
Exchange Traded Concepts
Oklahoma
$108K +$99.4K +229 New
ATS
1091
Ashton Thomas Securities
New York
$107K +$98.9K +228 New
1IA
1092
1620 Investment Advisors
Massachusetts
$103K -$113K -260 -54%
HCP
1093
Hexagon Capital Partners
Arkansas
$99.6K -$15.6K -36 -15%
PB
1094
Pinnacle Bancorp
Nebraska
$99.1K
M
1095
MOTCO
Texas
$96.3K
FMTCOCP
1096
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
VWM
1097
Venturi Wealth Management
Texas
$91.1K -$3.04K -7 -3%
OC
1098
Oarsman Capital
Wisconsin
$91.1K +$84.2K +194 New
SNB
1099
Security National Bank
Nebraska
$89.7K
MA
1100
Montag & Associates
Georgia
$87.4K

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.