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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
FMP
1151
Financial Management Professionals
Texas
$23K -$5.21K -13 -20%
PP
1152
PFS Partners
New Jersey
$21.9K -$18K -45 -47%
EBA
1153
Eagle Bay Advisors
New York
$21.3K +$1.6K +4 +9%
FCMT
1154
Founders Capital Management (Texas)
Texas
$21K
FCA
1155
FinTrust Capital Advisors
South Carolina
$20.6K -$107K -267 -85%
VWA
1156
Valued Wealth Advisors
Utah
$20.6K +$12.4K +31 +194%
SC
1157
Solstein Capital
California
$20.2K
FIM
1158
Fernwood Investment Management
Massachusetts
$20.2K +$18.4K +46 New
RFG
1159
REAP Financial Group
Texas
$18.9K +$801 +2 +5%
ETC
1160
Exchange Traded Concepts
Oklahoma
$18.9K +$14.4K +36 +514%
CPG
1161
Custom Portfolio Group
Colorado
$18.4K
CSWM
1162
Cassady Schiller Wealth Management
Ohio
$17.5K
RA
1163
Rise Advisors
New York
$16.3K +$14.8K +37 New
Jones Financial Companies
1164
Jones Financial Companies
Missouri
$15.3K -$3.6K -9 -20%
RFG
1165
RFP Financial Group
Georgia
$15.3K +$2.8K +7 +25%
PWMG
1166
Prestige Wealth Management Group
New Jersey
$14K
MA
1167
MCF Advisors
Kentucky
$13.2K +$400 +1 +3%
FWM
1168
FSA Wealth Management
Massachusetts
$13.2K
NCM
1169
Northwest Capital Management
Oregon
$13.2K
TSWM
1170
Tyler-Stone Wealth Management
Ohio
$13.2K
MSG
1171
Main Street Group
Virginia
$12.9K +$400 +1 +3%
GWSG
1172
GPS Wealth Strategies Group
Colorado
$12.7K
CA
1173
Continuum Advisory
Idaho
$12.3K +$11.6K +29 New
VCM
1174
Versant Capital Management
Arizona
$12.3K
PP
1175
PrairieView Partners
Minnesota
$12K -$2.4K -6 -19%

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.