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Ameriprise Financial

1,084 hedge funds and large institutions have $28.1B invested in Ameriprise Financial in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 348 increasing their positions, 394 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $76.5M | Put options by funds: $49.3M

35% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 65

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

1% more funds holding

Funds holding: 1,0771,084 (+7)

0.02% less ownership

Funds ownership: 82.99%82.98% (-0.02%)

2% less capital invested

Capital invested by funds: $28.6B → $28.1B (-$578M)

12% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 394

Holders
1,084
Holders Change
+7
Holders Change %
+0.65%
% of All Funds
17.2%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.25%
New
88
Increased
348
Reduced
394
Closed
65
Calls
$76.5M
Puts
$49.3M
Net Calls
+$27.2M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.37B -$113M -329,747 -2%
BlackRock
2
BlackRock
New York
$2.82B -$32.6M -95,587 -1%
State Street
3
State Street
Massachusetts
$1.47B -$67.3M -197,123 -4%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.21B -$44.8M -131,217 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.03B -$68.8M -201,560 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$818M +$8.78M +25,722 +1%
Morgan Stanley
7
Morgan Stanley
New York
$739M -$16.9M -49,637 -2%
UBS AM
8
UBS AM
Illinois
$619M -$37.2M -108,912 -5%
Viking Global Investors
9
Viking Global Investors
Connecticut
$572M +$208M +609,915 +54%
Boston Partners
10
Boston Partners
Massachusetts
$571M +$482K +1,412 +0.1%
N
11
Nuveen
North Carolina
$497M -$56.6M -165,949 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$491M -$113M -330,068 -18%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$427M -$2.79M -8,187 -0.6%
Norges Bank
14
Norges Bank
Norway
$423M +$4.81M +14,094 +1%
Northern Trust
15
Northern Trust
Illinois
$413M -$7.1M -20,813 -2%
UBS Group
16
UBS Group
Switzerland
$403M -$11.1M -32,590 -3%
LSV Asset Management
17
LSV Asset Management
Illinois
$329M -$93.5M -273,888 -22%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$323M -$555K -1,625 -0.2%
LAM
19
Lyrical Asset Management
New York
$307M -$7.65M -22,409 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$295M +$7.16M +20,970 +2%
Bank of America
21
Bank of America
North Carolina
$265M -$9.46M -27,715 -3%
Goldman Sachs
22
Goldman Sachs
New York
$265M +$17.3M +50,651 +7%
BGC
23
Beutel, Goodman & Co
Ontario, Canada
$241M -$15.4K -45 -0%
Legal & General Group
24
Legal & General Group
United Kingdom
$227M -$13.1M -38,512 -5%
Invesco
25
Invesco
Georgia
$222M +$27.2M +79,611 +13%

AMP Hedge Fund Activity: Q3 2023 in Review

1,084 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2023, worth a combined $28.1B — down 2% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 65 closed out — a net gain of 23 holders — while 348 added to existing stakes and 394 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $208M. The largest seller was Bank of New York Mellon, cutting an estimated $113M.

  • 1,084 institutional investors held Ameriprise Financial (AMP) as of Q3 2023, up from 1,077 in Q2 2023.
  • Funds reported $28.1B of Ameriprise Financial stock for Q3 2023, down 2% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q3 2023 and 65 closed out, a net change of +23 holders.
  • The largest Ameriprise Financial buyer in Q3 2023 was Viking Global Investors, an estimated $208M added.
  • The largest Ameriprise Financial seller in Q3 2023 was Bank of New York Mellon, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2023.