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Ameriprise Financial
AMP

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 941 → 1,026 (+85)

0.96% more ownership

Funds ownership: 81.93% → 82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$113M
2
N
Nuveen
North Carolina
+$96.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$84.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$81M
5
Morgan Stanley
Morgan Stanley
New York
+$59.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$114M
2
American Century Companies
American Century Companies
Missouri
-$101M
3
LSV Asset Management
LSV Asset Management
Illinois
-$101M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$95.7M
5
Boston Partners
Boston Partners
Massachusetts
-$82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.32B -$13M -42,553 -0.3%
BlackRock
2
BlackRock
New York
$2.8B +$113M +369,757 +4%
State Street
3
State Street
Massachusetts
$1.51B -$26.1M -85,640 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.25B -$76.3M -250,209 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.05B -$186K -610 -0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$748M +$4.72M +15,491 +0.6%
Morgan Stanley
7
Morgan Stanley
New York
$740M +$59.6M +195,537 +9%
UBS AM
8
UBS AM
Illinois
$623M -$13.5M -44,267 -2%
Boston Partners
9
Boston Partners
Massachusetts
$620M -$82M -268,820 -12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$564M -$114M -373,422 -17%
Viking Global Investors
11
Viking Global Investors
Connecticut
$513M -$47.6M -156,134 -9%
UBS Group
12
UBS Group
Switzerland
$437M -$8.24M -27,028 -2%
LSV Asset Management
13
LSV Asset Management
Illinois
$434M -$101M -329,975 -19%
N
14
Nuveen
North Carolina
$426M +$96.3M +315,836 +30%
Northern Trust
15
Northern Trust
Illinois
$421M -$2.91M -9,538 -0.7%
Norges Bank
16
Norges Bank
Norway
$390M -$454K -1,488 -0.1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$382M +$15.2M +49,878 +4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$343M -$21.5M -70,570 -6%
Goldman Sachs
19
Goldman Sachs
New York
$300M +$36.6M +120,100 +14%
Bank of America
20
Bank of America
North Carolina
$277M +$19.6M +64,183 +8%
LAM
21
Lyrical Asset Management
New York
$268M -$34M -111,440 -9%
Invesco
22
Invesco
Georgia
$261M +$33.8M +110,692 +15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$242M -$4.08M -13,374 -2%
Brown Advisory
24
Brown Advisory
Maryland
$232M -$8.58M -28,116 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$230M -$18M -59,099 -7%
1
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AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.