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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
SA
1176
Scarborough Advisors
Maryland
$11.8K
VWM
1177
Venturi Wealth Management
Texas
$11.4K -$6.01K -15 -37%
JFA
1178
JNBA Financial Advisors
Minnesota
$11.4K
MWM
1179
Mascoma Wealth Management
New Hampshire
$11.4K -$5.61K -14 -35%
WAS
1180
Winch Advisory Services
Wisconsin
$11.3K
BGAI
1181
Bruce G. Allen Investments
Colorado
$11K -$1.6K -4 -14%
KSWA
1182
Kathleen S. Wright Associates
Pennsylvania
$10.1K
FCG
1183
Financial Connections Group
California
$10K +$8.41K +21 New
SWM
1184
Sugarloaf Wealth Management
Georgia
$9.21K
SIC
1185
SJS Investment Consulting
Ohio
$8.77K +$801 +2 +11%
CWM
1186
Cedar Wealth Management
California
$8.77K
IFAM
1187
Institutional & Family Asset Management
Colorado
$8.77K
WWP
1188
WR Wealth Planners
Missouri
$8.77K +$8.01K +20 New
NMM
1189
Naples Money Management
Florida
$8.33K
CAL
1190
Capital Advisors Ltd
Ohio
$8K +$801 +2 +12%
GEA
1191
Glen Eagle Advisors
New Jersey
$7.89K
PMFA
1192
Plante Moran Financial Advisors
Michigan
$7.89K +$4K +10 +125%
SN
1193
Sittner & Nelson
Oregon
$7.45K
DPW
1194
DiNuzzo Private Wealth
Pennsylvania
$7.02K
CSB
1195
City State Bank
Iowa
$7K
CWC
1196
Carolinas Wealth Consulting
North Carolina
$6.94K +$400 +1 +7%
DF
1197
Dunhill Financial
United Kingdom
$6.94K +$801 +2 +14%
CQS
1198
Credential Qtrade Securities
$6.58K
CAM
1199
ClariVest Asset Management
California
$6.57K +$2.4K +6 +67%
S
1200
Sachetta
Massachusetts
$6.46K

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.