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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1126
Catalyst Capital Advisors
New York
$59.2K -$97.2K -224 -64%
WPA
1127
West Paces Advisors
Georgia
$59.2K -$6.94K -16 -11%
BGA
1128
Battery Global Advisors
Massachusetts
$55.9K +$51.6K +119 New
WWP
1129
WR Wealth Planners
Missouri
$55.4K +$34.3K +79 +203%
ZB
1130
Zions Bancorporation
Utah
$53.6K -$7.81K -18 -14%
TFIPS
1131
Towarzystwo Funduszy Inwestycyjnych PZU SA
$51.7K
CYG
1132
Clean Yield Group
Vermont
$51.7K +$4.34K +10 +10%
C
1133
Covestor
United Kingdom
$51K -$1.74K -4 -4%
ANBT
1134
American National Bank & Trust
Texas
$49.8K
DAM
1135
Delta Asset Management
Tennessee
$47K
LWA
1136
Lowe Wealth Advisors
Maryland
$47K
PFG
1137
Peterson Financial Group
Iowa
$45.5K +$42.1K +97 New
CA
1138
Claris Advisors
Missouri
$43.9K +$40.3K +93 New
BIA
1139
Bell Investment Advisors
California
$42.8K -$868 -2 -2%
AGWCA
1140
Annis Gardner Whiting Capital Advisors
Florida
$42.3K -$137K -315 -78%
FFL
1141
Financial Freedom LLC
Ohio
$41.3K
AWM
1142
Abound Wealth Management
Tennessee
$39.1K
BSB
1143
Bangor Savings Bank
Maine
$38.1K +$7.38K +17 +27%
TLCM
1144
Twin Lakes Capital Management
California
$37.7K
ATC
1145
Adirondack Trust Company
New York
$37.1K
GSEP
1146
Golden State Equity Partners
California
$35.2K +$32.5K +75 New
AFS
1147
Annapolis Financial Services
Maryland
$33.8K
PSB
1148
Piscataqua Savings Bank
New Hampshire
$32.9K
CTB
1149
Country Trust Bank
Illinois
$32.4K +$20.4K +47 +214%
RBC
1150
Roble Belko & Company
Pennsylvania
$32K

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.