Ameriprise Financial
AMP
1,077 hedge funds and large institutions have $28.6B invested in Ameriprise Financial in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 336 increasing their positions, 406 reducing their positions, and 61 closing their positions.
80% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 61
7% more capital invested
Capital invested by funds: $26.7B → $28.6B (+$1.92B)
4% more funds holding
Funds holding: 1,036 → 1,077 (+41)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.67% less ownership
Funds ownership: 83.67% → 82.99% (-0.67%)
7% less call options, than puts
Call options by funds: $43.5M | Put options by funds: $47M
17% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 406
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$118M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$72.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$64M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$56.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$289M |
| 2 |
BlackRock
New York
|
-$209M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$105M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$92.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$60.7M |
AMP Hedge Fund Activity: Q2 2023 in Review
1,077 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2023, worth a combined $28.6B — up 7.2% from $26.7B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new AMP positions and 61 closed out — a net gain of 49 holders — while 336 added to existing stakes and 406 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was Envestnet Asset Management, cutting an estimated $289M.
- 1,077 institutional investors held Ameriprise Financial (AMP) as of Q2 2023, up from 1,036 in Q1 2023.
- Funds reported $28.6B of Ameriprise Financial stock for Q2 2023, up 7.2% quarter-over-quarter.
- 110 funds opened new Ameriprise Financial positions in Q2 2023 and 61 closed out, a net change of +49 holders.
- The largest Ameriprise Financial buyer in Q2 2023 was JP Morgan Chase, an estimated $133M added.
- The largest Ameriprise Financial seller in Q2 2023 was Envestnet Asset Management, an estimated $289M sold.
Based on aggregated 13F filings for Q2 2023.