Ameriprise Financial
AMP
1,036 hedge funds and large institutions have $26.7B invested in Ameriprise Financial in 2023 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 346 increasing their positions, 393 reducing their positions, and 72 closing their positions.
44% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 72
1% more funds holding
Funds holding: 1,026 → 1,036 (+10)
0.78% more ownership
Funds ownership: 82.89% → 83.67% (+0.78%)
1% less call options, than puts
Call options by funds: $64.2M | Put options by funds: $64.8M
1% less capital invested
Capital invested by funds: $27.1B → $26.7B (-$354M)
12% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 393
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$366M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$165M |
| 3 |
Millennium Management
New York
|
+$117M |
| 4 |
BlackRock
New York
|
+$106M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$57.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$232M |
| 2 |
JP Morgan Chase
New York
|
-$164M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$101M |
| 4 |
Goldman Sachs
New York
|
-$92.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$90.8M |
AMP Hedge Fund Activity: Q1 2023 in Review
1,036 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2023, worth a combined $26.7B — down 1.3% from $27.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new AMP positions and 72 closed out — a net gain of 32 holders — while 346 added to existing stakes and 393 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $366M. The largest seller was Viking Global Investors, cutting an estimated $232M.
- 1,036 institutional investors held Ameriprise Financial (AMP) as of Q1 2023, up from 1,026 in Q4 2022.
- Funds reported $26.7B of Ameriprise Financial stock for Q1 2023, down 1.3% quarter-over-quarter.
- 104 funds opened new Ameriprise Financial positions in Q1 2023 and 72 closed out, a net change of +32 holders.
- The largest Ameriprise Financial buyer in Q1 2023 was Envestnet Asset Management, an estimated $366M added.
- The largest Ameriprise Financial seller in Q1 2023 was Viking Global Investors, an estimated $232M sold.
Based on aggregated 13F filings for Q1 2023.