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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
NFA
1101
Northwest Financial Advisors
Virginia
$9.12K +$8.23K +24 New
KSWA
1102
Kathleen S. Wright Associates
Pennsylvania
$8.74K
SL
1103
Salomon & Ludwin
Virginia
$8.57K
SWM
1104
Sugarloaf Wealth Management
Georgia
$7.98K
CWM
1105
Cedar Wealth Management
California
$7.6K -$3.43K -10 -33%
IFAM
1106
Institutional & Family Asset Management
Colorado
$7.6K
NMG
1107
New Millennium Group
Utah
$7.6K
NMM
1108
Naples Money Management
Florida
$7.22K +$6.51K +19 New
SIC
1109
SJS Investment Consulting
Ohio
$6.84K -$1.03K -3 -14%
GEA
1110
Glen Eagle Advisors
New Jersey
$6.84K
Kayne Anderson Rudnick Investment Management
1111
Kayne Anderson Rudnick Investment Management
California
$6.84K +$686 +2 +13%
PWA
1112
Provenance Wealth Advisors
Florida
$6.84K +$6.17K +18 New
CAS
1113
Coppell Advisory Solutions
Texas
$6.69K +$2.74K +8 +80%
S
1114
Sachetta
Massachusetts
$6.46K +$5.83K +17 New
SN
1115
Sittner & Nelson
Oregon
$6.46K
DPW
1116
DiNuzzo Private Wealth
Pennsylvania
$6.08K +$5.49K +16 New
CAL
1117
Capital Advisors Ltd
Ohio
$6K
CSB
1118
City State Bank
Iowa
$6K
CQS
1119
Credential Qtrade Securities
$5.7K
AFWM
1120
Abich Financial Wealth Management
Virginia
$5.7K +$5.14K +15 New
CWC
1121
Carolinas Wealth Consulting
North Carolina
$5.63K
SVCP
1122
Silicon Valley Capital Partners
California
$5.51K +$343 +1 +7%
DF
1123
Dunhill Financial
United Kingdom
$5.5K +$4.8K +14 New
VWA
1124
Valued Wealth Advisors
Utah
$5.28K +$5.49K +16 New
AW
1125
Avion Wealth
Texas
$5K -$343 -1 -8%

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.