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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
EC
1251
Estate Counselors
Wisconsin
-$1.41M -3,710 Closed
DA
1252
Duality Advisers
Florida
-$1.21M -3,194 Closed
Citadel Advisors
1253
Citadel Advisors
Florida
-$1.21M -3,023 Closed
FI
1254
FJ Investments
Utah
-$931K -2,450 Closed
EP
1255
Edgestream Partners
New Jersey
-$856K -2,254 Closed
GS
1256
GTS Securities
New York
-$863K -2,155 Closed
Simplex Trading
1257
Simplex Trading
Illinois
-$750K -1,874 Closed
QCM
1258
Qsemble Capital Management
New York
-$669K -1,761 Closed
3IP
1259
3Chopt Investment Partners
Virginia
-$420K -1,106 Closed
CCM
1260
Carlson Capital Management
Minnesota
-$404K -1,064 Closed
IA
1261
IFG Advisory
Georgia
-$340K -895 Closed
CIS
1262
Custom Index Systems
New York
-$338K -890 Closed
ARC
1263
Advisor Resource Council
Texas
-$313K -824 Closed
LCWP
1264
Legacy Capital Wealth Partners
Arkansas
-$301K -792 Closed
MC
1265
Machina Capital
France
-$300K -791 Closed
AIM
1266
Allen Investment Management
New York
-$295K -777 Closed
CCMG
1267
Clark Capital Management Group
Pennsylvania
-$286K -753 Closed
HCM
1268
Hollencrest Capital Management
California
-$278K -731 Closed
BOSSRA
1269
B.O.S.S. Retirement Advisors
Utah
-$269K -709 Closed
WWS
1270
Wellington Wealth Strategies
Indiana
-$262K -690 Closed
RP
1271
Riverbridge Partners
Minnesota
-$212K -559 Closed
OP
1272
ORG Partners
Indiana
-$182K -480 Closed
MSWM
1273
McGlone Suttner Wealth Management
Wisconsin
-$128K -338 Closed
SC
1274
SouthState Corp
Florida
-$112K -294 Closed
TSW
1275
Thompson Siegel & Walmsley
Virginia
-$84K -222 Closed

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.