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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
AF
1126
Advisornet Financial
Minnesota
$35.5K +$14.4K +36 +80%
TLCM
1127
Twin Lakes Capital Management
California
$35.1K
ATC
1128
Adirondack Trust Company
New York
$34.6K
BEI
1129
Benjamin Edwards Inc
Missouri
$34K +$30.8K +77 New
C
1130
Covestor
United Kingdom
$33K -$400 -1 -1%
OIAM
1131
OFI Invest Asset Management
France
$32.5K
WIA
1132
Wetzel Investment Advisors
Indiana
$32.2K -$4.8K -12 -13%
SIS
1133
Sound Income Strategies
Florida
$32.1K +$29.2K +73 New
AFS
1134
Annapolis Financial Services
Maryland
$31.6K +$26K +65 +929%
PSB
1135
Piscataqua Savings Bank
New Hampshire
$30.7K
RBC
1136
Roble Belko & Company
Pennsylvania
$30K
RWA
1137
Redmont Wealth Advisors
Illinois
$28.5K +$26K +65 New
Fidelity International
1138
Fidelity International
Bermuda
$28.1K +$3.2K +8 +14%
KFI
1139
Key Financial Inc
Pennsylvania
$26.7K
B
1140
Birchbrook
Maine
$26.3K
FFA
1141
First Foundation Advisors
California
$26.3K
WIM
1142
Westside Investment Management
California
$25.4K -$17.6K -44 -43%
RL
1143
Rogco LP
Oklahoma
$25K -$43.6K -109 -66%
CCMI
1144
Creative Capital Management Investments
California
$24.6K
RG
1145
Retirement Group
California
$24.6K +$22.4K +56 New
TFA
1146
Toth Financial Advisory
Virginia
$24.1K
MFC
1147
Mechanics Financial Corp
Ohio
$24.1K +$12K +30 +120%
VNA
1148
Valley National Advisers
Pennsylvania
$24K +$400 +1 +2%
CT
1149
Clearstead Trust
Maine
$23.7K
CA
1150
CoreCap Advisors
Michigan
$23.7K +$21.6K +54 New

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.