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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
EWM
1101
Evermay Wealth Management
Virginia
$64.9K -$400 -1 -0.7%
PCWA
1102
Pacific Capital Wealth Advisors
California
$62.7K +$3.2K +8 +6%
WPA
1103
West Paces Advisors
Georgia
$62.3K -$1.2K -3 -2%
JWA
1104
JFS Wealth Advisors
Pennsylvania
$61.4K
FP
1105
Financial Perspectives
Minnesota
$60.2K
GWM
1106
Geneos Wealth Management
Colorado
$60.1K +$20K +50 +57%
IGWM
1107
ICA Group Wealth Management
Colorado
$60.1K +$40K +100 +270%
PO
1108
Private Ocean
California
$58K
GFPC
1109
Global Financial Private Client
Florida
$57.8K
JPWM
1110
Jamison Private Wealth Management
Georgia
$57.3K +$30K +75 +134%
WCM
1111
Westend Capital Management
California
$56.6K +$51.7K +129 New
Acadian Asset Management
1112
Acadian Asset Management
Massachusetts
$49K -$96.1K -240 -68%
TFIPS
1113
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.2K +$24K +60 +120%
FGAM
1114
Financial Gravity Asset Management
Texas
$48K +$28.4K +71 +161%
ANBT
1115
American National Bank & Trust
Texas
$46.5K +$22.8K +57 +116%
TCA
1116
Trifecta Capital Advisors
Illinois
$46K
BSB
1117
Bangor Savings Bank
Maine
$45.6K
FFO
1118
Fortitude Family Office
Arizona
$45.2K
CYG
1119
Clean Yield Group
Vermont
$43.8K
DAM
1120
Delta Asset Management
Tennessee
$43.8K
ADL
1121
Asset Dedication LLC
California
$41K -$6.41K -16 -15%
BIA
1122
Bell Investment Advisors
California
$40.8K
HFS
1123
Hantz Financial Services
Michigan
$39K
FFL
1124
Financial Freedom LLC
Ohio
$38.6K
AWM
1125
Abound Wealth Management
Tennessee
$37.8K +$400 +1 +1%

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.