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Ameriprise Financial

1,161 hedge funds and large institutions have $32.9B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 339 increasing their positions, 439 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 72

17% more capital invested

Capital invested by funds: $28.1B → $32.9B (+$4.83B)

7% more funds holding

Funds holding: 1,0841,161 (+77)

2.56% more ownership

Funds ownership: 82.98%85.54% (+2.6%)

4% more call options, than puts

Call options by funds: $87.9M | Put options by funds: $84.6M

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

23% less repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 439

Holders
1,161
Holders Change
+77
Holders Change %
+7.1%
% of All Funds
16.93%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
168
Increased
339
Reduced
439
Closed
72
Calls
$87.9M
Puts
$84.6M
Net Calls
+$3.28M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Copeland Capital Management
Pennsylvania
$14.2M -$285K -831 -2%
GIP
177
Greatmark Investment Partners
Georgia
$13.9M +$76.5K +223 +0.6%
FAF
178
Första AP-fonden
Sweden
$13.7M -$1.23M -3,600 -9%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$13.6M +$496K +1,447 +4%
DAC
180
Dividend Assets Capital
South Carolina
$13.5M -$535K -1,561 -4%
Credit Agricole
181
Credit Agricole
France
$13.4M -$1.08M -3,148 -8%
Nordea Investment Management
182
Nordea Investment Management
Sweden
$13.3M -$105K -307 -0.9%
Capital World Investors
183
Capital World Investors
California
$13.2M
PAIM
184
Punch & Associates Investment Management
Minnesota
$13.2M +$39.4K +115 +0.3%
VV
185
Verity & Verity
South Carolina
$13.1M +$71.3K +208 +0.6%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$12.9M +$903K +2,632 +8%
FMII
187
Farmers & Merchants Investments Inc
Nebraska
$12.9M +$514K +1,500 +5%
NP
188
NorthRock Partners
Minnesota
$12.6M +$826K +2,409 +8%
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$11.9M -$3.1M -9,050 -22%
AIG
190
American International Group
New York
$11.7M -$265K -773 -2%
Two Sigma Investments
191
Two Sigma Investments
New York
$11.6M +$10.5M +30,671 New
Cerity Partners
192
Cerity Partners
New York
$11.6M +$7.71M +22,487 +281%
LOAMS
193
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.6M -$2.51M -7,330 -19%
UE
194
Unisphere Establishment
Liechtenstein
$11.4M +$10.3M +30,000 New
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$11.4M +$515K +1,501 +5%
SOMRS
196
State of Michigan Retirement System
Michigan
$11.3M -$343K -1,000 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
197
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.2M -$5.03M -14,664 -33%
Walleye Capital
198
Walleye Capital
New York
$11.2M +$9.55M +27,860 +1,714%
NCM
199
Novare Capital Management
North Carolina
$11.2M -$318K -926 -3%
ASRS
200
Arizona State Retirement System
Arizona
$11M -$211K -614 -2%

AMP Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2023, worth a combined $32.9B — up 17% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new AMP positions and 72 closed out — a net gain of 96 holders — while 339 added to existing stakes and 439 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $783M. The largest seller was Millennium Management, cutting an estimated $113M.

  • 1,161 institutional investors held Ameriprise Financial (AMP) as of Q4 2023, up from 1,084 in Q3 2023.
  • Funds reported $32.9B of Ameriprise Financial stock for Q4 2023, up 17% quarter-over-quarter.
  • 168 funds opened new Ameriprise Financial positions in Q4 2023 and 72 closed out, a net change of +96 holders.
  • The largest Ameriprise Financial buyer in Q4 2023 was Morgan Stanley, an estimated $783M added.
  • The largest Ameriprise Financial seller in Q4 2023 was Millennium Management, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2023.