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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
GWMIA
1276
Global Wealth Management Investment Advisory
Florida
-$68.4K -180 Closed
GWS
1277
Glassman Wealth Services
Virginia
-$67.2K -177 Closed
FBC
1278
Fairfield, Bush & Co
Connecticut
-$66.5K -175 Closed
EC
1279
EdgeRock Capital
Colorado
-$60.2K -154 Closed
AP
1280
Arlington Partners
Alabama
-$55.8K -147 Closed
PI
1281
PEAK6 Investments
Illinois
-$52.1K -130 Closed
PCA
1282
Providence Capital Advisors
North Carolina
-$38K -100 Closed
TCWA
1283
Turtle Creek Wealth Advisors
Texas
-$33.8K -89 Closed
EC
1284
EntryPoint Capital
New York
-$23.9K -63 Closed
BWM
1285
BKM Wealth Management
Wisconsin
-$21.3K -56 Closed
GG
1286
Greenwood Gearhart
Arkansas
-$17.1K -45 Closed
DCP
1287
Distillate Capital Partners
Illinois
-$13.7K -36 Closed
SSB
1288
Sandy Spring Bank
Maryland
-$11.4K -30 Closed
NFA
1289
Northwest Financial Advisors
Virginia
-$9.12K -24 Closed
NMG
1290
New Millennium Group
Utah
-$7.6K -20 Closed
PWA
1291
Provenance Wealth Advisors
Florida
-$6.84K -18 Closed
AFWM
1292
Abich Financial Wealth Management
Virginia
-$5.7K -15 Closed
AWM
1293
Able Wealth Management
New Jersey
-$3.92K -10 Closed
LF
1294
Lee Financial
Texas
-$3.8K -10 Closed
LIWM
1295
Long Island Wealth Management
New York
-$2K -6 Closed
CWP
1296
Concord Wealth Partners
Virginia
-$1.9K -5 Closed
KI
1297
Kapitalo Investimentos
Brazil
-$1.52K -4 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.