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Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$28.8M +$1.24M +4,066 +5%
CCMG
102
Clark Capital Management Group
Pennsylvania
$28.8M +$808K +2,649 +3%
Schroder Investment Management Group
103
Schroder Investment Management Group
United Kingdom
$27.9M -$720K -2,359 -3%
Millennium Management
104
Millennium Management
New York
$27.1M -$52.4M -171,891 -66%
Aviva
105
Aviva
United Kingdom
$27M -$1.56M -5,128 -6%
AAP
106
Aristotle Atlantic Partners
Florida
$27M +$940K +3,083 +4%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$26.2M -$39.9M -130,807 -61%
Stifel Financial
108
Stifel Financial
Missouri
$26.1M -$413K -1,355 -2%
FWCM
109
Ferguson Wellman Capital Management
Oregon
$25.9M +$21.5M +70,513 +558%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$25.5M +$218K +714 +0.9%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$25.3M +$356K +1,166 +1%
Truist Financial
112
Truist Financial
North Carolina
$25.3M +$4.2M +13,775 +20%
LOAMS
113
Lombard Odier Asset Management (Switzerland)
Switzerland
$25.1M -$1.31M -4,298 -5%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$25M +$3.33M +10,929 +16%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$24.6M +$2.87M +9,402 +14%
AQR Capital Management
116
AQR Capital Management
Connecticut
$24.4M -$10.8M -35,344 -31%
MML Investors Services
117
MML Investors Services
Massachusetts
$23.9M +$2.14M +7,026 +10%
PR
118
Payden & Rygel
California
$23.6M
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$23.1M -$75K -246 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
120
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$23.1M -$30.5K -100 -0.1%
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$22.4M -$1.78M -5,838 -8%
LI
122
Leeward Investments
Massachusetts
$22M -$2.77M -9,076 -11%
First Trust Advisors
123
First Trust Advisors
Illinois
$21.3M +$13.8M +45,293 +195%
KBC Group
124
KBC Group
Belgium
$20.6M +$5.66M +18,558 +39%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.5M +$249K +816 +1%

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.