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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
1101
Fortitude Family Office
Arizona
$62.4K +$18.4K +43 +42%
WPA
1102
West Paces Advisors
Georgia
$60.7K
MB
1103
Mizuho Bank
Japan
$59.8K +$59.8K +140 New
BAM
1104
Byrne Asset Management
New Jersey
$59.4K +$59K +138 New
FFC
1105
First Financial Corp
Indiana
$59K -$25.6K -60 -30%
FP
1106
Financial Perspectives
Minnesota
$58.7K
IHWM
1107
Iron Horse Wealth Management
Iowa
$58.6K +$58.5K +137 New
PCWA
1108
Pacific Capital Wealth Advisors
California
$57.7K -$3.42K -8 -6%
GFPC
1109
Global Financial Private Client
Florida
$56.8K
PO
1110
Private Ocean
California
$56.5K
ZB
1111
Zions Bancorporation
Utah
$56.4K -$36.7K -86 -39%
JPWM
1112
Jamison Private Wealth Management
Georgia
$55.8K
JWA
1113
JFS Wealth Advisors
Pennsylvania
$55.1K -$4.7K -11 -8%
T
1114
TOBAM
France
$55K -$11.1K -26 -17%
WCM
1115
Westend Capital Management
California
$55K
FMP
1116
Financial Management Professionals
Texas
$50K +$26.9K +63 +119%
C
1117
Covestor
United Kingdom
$48K +$16.7K +39 +53%
TFIPS
1118
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47K
CA
1119
CoreCap Advisors
Michigan
$46.1K +$23.1K +54 +100%
ANBT
1120
American National Bank & Trust
Texas
$45.3K
TCA
1121
Trifecta Capital Advisors
Illinois
$44.9K
ADL
1122
Asset Dedication LLC
California
$43.1K +$3.42K +8 +9%
LWA
1123
Lowe Wealth Advisors
Maryland
$42.7K -$28.6K -67 -40%
IGWM
1124
ICA Group Wealth Management
Colorado
$42.7K -$15.8K -37 -27%
CYG
1125
Clean Yield Group
Vermont
$42.7K

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.