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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
SVCP
1201
Silicon Valley Capital Partners
California
$6.38K
Walleye Trading
1202
Walleye Trading
New York
$5.7K -$2.56M -6,398 -100%
CFFP
1203
Center for Financial Planning
Michigan
$5.7K
ACA
1204
Atlas Capital Advisors
Wyoming
$5.26K
FG
1205
Fairman Group
Pennsylvania
$5.26K
MAM
1206
MMA Asset Management
Pennsylvania
$5.26K +$4.8K +12 New
AW
1207
Avion Wealth
Texas
$5K -$400 -1 -8%
TFM
1208
TFC Financial Management
Massachusetts
$4.83K +$400 +1 +10%
FFA
1209
Frazier Financial Advisors
Ohio
$4.82K
GGI
1210
Godsey & Gibb Inc
Virginia
$4.82K
BLC
1211
Brown, Lisle/Cummings
Rhode Island
$4.38K
SFA
1212
Semmax Financial Advisors
North Carolina
$4.33K +$4K +10 New
CJ
1213
Caitlin John
Michigan
$4.13K
HBW
1214
Hazlett, Burt & Watson
West Virginia
$4K
GFL
1215
Granite FO LLC
New Hampshire
$3.96K +$3.6K +9 New
AA
1216
Addison Advisors
Vermont
$3.95K
NFSG
1217
Newbridge Financial Services Group
Florida
$3.62K
SWM
1218
Sanctuary Wealth Management
Idaho
$3.51K
AIM
1219
Anchor Investment Management
South Carolina
$3.51K +$3.2K +8 New
HWP
1220
Highline Wealth Partners
California
$2.63K
TAM
1221
Tucker Asset Management
Colorado
$2.63K
FFWA
1222
FRG Family Wealth Advisors
Washington
$2.47K +$2.4K +6 New
AP
1223
Aspect Partners
Virginia
$2.19K +$1.2K +3 +150%
QL
1224
Quarry LP
New York
$2.19K +$2K +5 New
CIA
1225
Cape Investment Advisory
Georgia
$1.75K

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.