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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
CFFP
1126
Center for Financial Planning
Michigan
$4.94K
FG
1127
Fairman Group
Pennsylvania
$4.56K +$4.12K +12 New
ACA
1128
Atlas Capital Advisors
Wyoming
$4.56K
GGI
1129
Godsey & Gibb Inc
Virginia
$4.18K
FFA
1130
Frazier Financial Advisors
Ohio
$4.18K +$3.77K +11 New
AWM
1131
Able Wealth Management
New Jersey
$3.92K +$3.43K +10 New
TFM
1132
TFC Financial Management
Massachusetts
$3.81K
LF
1133
Lee Financial
Texas
$3.8K
BLC
1134
Brown, Lisle/Cummings
Rhode Island
$3.8K
PWMG
1135
Provence Wealth Management Group
California
$3.8K
CJ
1136
Caitlin John
Michigan
$3.57K +$3.09K +9 New
CAM
1137
ClariVest Asset Management
California
$3.42K
AA
1138
Addison Advisors
Vermont
$3.42K
NFSG
1139
Newbridge Financial Services Group
Florida
$3.13K -$2.4K -7 -47%
PMFA
1140
Plante Moran Financial Advisors
Michigan
$3.04K
SWM
1141
Sanctuary Wealth Management
Idaho
$3.04K
HBW
1142
Hazlett, Burt & Watson
West Virginia
$3K
AFS
1143
Annapolis Financial Services
Maryland
$2.66K
ETC
1144
Exchange Traded Concepts
Oklahoma
$2.66K +$343 +1 +17%
HWP
1145
Highline Wealth Partners
California
$2.28K
TAM
1146
Tucker Asset Management
Colorado
$2.28K
LIWM
1147
Long Island Wealth Management
New York
$2K +$2.06K +6 New
CWP
1148
Concord Wealth Partners
Virginia
$1.9K
CCM
1149
Chilton Capital Management
Texas
$1.52K +$1.37K +4 New
CIA
1150
Cape Investment Advisory
Georgia
$1.52K

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.