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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
BFM
1201
Boothbay Fund Management
New York
-$230K -697 Closed
CAI
1202
Capital Advisors Inc
Oklahoma
-$223K -676 Closed
EW
1203
Evoke Wealth
California
-$215K -652 Closed
OR
1204
Olympiad Research
Connecticut
-$214K -649 Closed
DC
1205
Diametric Capital
Massachusetts
-$212K -642 Closed
VT
1206
Vise Technologies
New York
-$203K -617 Closed
IF
1207
Intrua Financial
Texas
-$202K -612 Closed
Bank Julius Baer & Co
1208
Bank Julius Baer & Co
Switzerland
-$147K -445 Closed
CMBA
1209
C.M. Bidwell & Associates
Hawaii
-$95.9K -291 Closed
GCM
1210
Gables Capital Management
Florida
-$82.4K -250 Closed
SCA
1211
Stonebridge Capital Advisors
Minnesota
-$65.9K -200 Closed
IUHSA
1212
Itau Unibanco Holding S.A.
Brazil
-$45.2K -137 Closed
CCP
1213
Carmel Capital Partners
California
-$29.7K -90 Closed
FAM
1214
Flaharty Asset Management
Florida
-$28.7K -87 Closed
EL
1215
EMFO LLC
Florida
-$25.1K -76 Closed
FAM
1216
Fred Alger Management
New York
-$20.8K -63 Closed
EARNEST Partners
1217
EARNEST Partners
Georgia
-$12.2K -37 Closed
QL
1218
Quarry LP
New York
-$11.9K -36 Closed
ICM
1219
Intrepid Capital Management
Florida
-$11.2K -34 Closed
BAAM
1220
Baker Avenue Asset Management
California
-$8.31K -25 Closed
NF
1221
Norwood Financial
Pennsylvania
-$8.24K -25 Closed
BONH
1222
Bank of New Hampshire
New Hampshire
-$7.58K -23 Closed
WWP
1223
WR Wealth Planners
Missouri
-$5.93K -18 Closed
SIA
1224
SkyView Investment Advisors
New Jersey
-$5K -16 Closed
RAM
1225
Riggs Asset Management
Pennsylvania
-$4.29K -13 Closed

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.