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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1201
City State Bank
Iowa
$7.26K
SN
1202
Sittner & Nelson
Oregon
$7.26K
DF
1203
Dunhill Financial
United Kingdom
$6.84K
SVCP
1204
Silicon Valley Capital Partners
California
$6.24K
AW
1205
Avion Wealth
Texas
$6K +$1.71K +4 +36%
SC
1206
SouthState Corp
Florida
$5.98K +$5.98K +14 New
CFFP
1207
Center for Financial Planning
Michigan
$5.55K
AA
1208
Addison Advisors
Vermont
$5.13K +$1.28K +3 +33%
TSWM
1209
Tyler-Stone Wealth Management
Ohio
$5.13K -$7.69K -18 -60%
ACA
1210
Atlas Capital Advisors
Wyoming
$5.13K
FG
1211
Fairman Group
Pennsylvania
$5.13K
TFM
1212
TFC Financial Management
Massachusetts
$4.71K
FFA
1213
Frazier Financial Advisors
Ohio
$4.7K
GGI
1214
Godsey & Gibb Inc
Virginia
$4.7K
DIP
1215
DT Investment Partners
Pennsylvania
$4.7K +$4.7K +11 New
BLC
1216
Brown, Lisle/Cummings
Rhode Island
$4.27K
SSB
1217
Sandy Spring Bank
Maryland
$4.27K +$4.27K +10 New
CJ
1218
Caitlin John
Michigan
$4.04K
WIA
1219
Wetzel Investment Advisors
Indiana
$3.95K -$29.5K -69 -88%
CAM
1220
ClariVest Asset Management
California
$3.42K -$2.99K -7 -47%
AIM
1221
Anchor Investment Management
South Carolina
$3.42K
SWM
1222
Sanctuary Wealth Management
Idaho
$3.42K
IWP
1223
IAG Wealth Partners
Wisconsin
$3.42K +$3.42K +8 New
HBW
1224
Hazlett, Burt & Watson
West Virginia
$3K
SFCL
1225
Strengthening Families & Communities LLC
Massachusetts
$3K +$2.99K +7 New

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.