Ameriprise Financial
1,163 hedge funds and large institutions have $32B invested in Ameriprise Financial in 2023 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 339 increasing their positions, 439 reducing their positions, and 72 closing their positions.
135% more first-time investments, than exits
New positions opened: 169 | Existing positions closed: 72
14% more capital invested
Capital invested by funds: $28.1B → $32B (+$3.99B)
7% more funds holding
Funds holding: 1,085 → 1,163 (+78)
4% more call options, than puts
Call options by funds: $87.9M | Put options by funds: $84.6M
0.38% more ownership
Funds ownership: 82.97% → 83.35% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
23% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 439
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$176M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$123M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$72.1M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$67M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$61.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$113M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$82.1M |
| 3 |
BlackRock
New York
|
-$70.3M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$59.7M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$51M |
AMP Hedge Fund Activity: Q4 2023 in Review
1,163 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2023, worth a combined $32B — up 14% from $28.1B a quarter earlier.
Buyers outnumbered sellers: 169 funds opened new AMP positions and 72 closed out — a net gain of 97 holders — while 339 added to existing stakes and 439 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $176M. The largest seller was Millennium Management, cutting an estimated $113M.
- 1,163 institutional investors held Ameriprise Financial (AMP) as of Q4 2023, up from 1,085 in Q3 2023.
- Funds reported $32B of Ameriprise Financial stock for Q4 2023, up 14% quarter-over-quarter.
- 169 funds opened new Ameriprise Financial positions in Q4 2023 and 72 closed out, a net change of +97 holders.
- The largest Ameriprise Financial buyer in Q4 2023 was First Trust Advisors, an estimated $176M added.
- The largest Ameriprise Financial seller in Q4 2023 was Millennium Management, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2023.