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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.58B -$115M -286,961 -2%
BlackRock
2
BlackRock
New York
$3.76B +$97.4M +243,181 +3%
State Street
3
State Street
Massachusetts
$1.97B -$8.44M -21,090 -0.5%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.69B +$242M +604,767 +19%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.49B -$35.8M -89,353 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.1B +$11.2M +27,919 +1%
Morgan Stanley
7
Morgan Stanley
New York
$975M -$921M -2,301,349 -51%
Viking Global Investors
8
Viking Global Investors
Connecticut
$713M -$115M -287,529 -15%
Boston Partners
9
Boston Partners
Massachusetts
$679M -$22.6M -56,556 -4%
UBS AM
10
UBS AM
Illinois
$663M -$90.5M -226,066 -13%
N
11
Nuveen
North Carolina
$661M +$10.2M +25,453 +2%
Norges Bank
12
Norges Bank
Norway
$611M +$15.1M +37,830 +3%
UBS Group
13
UBS Group
Switzerland
$545M -$45.1M -112,763 -8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$507M -$47.9M -119,633 -9%
Northern Trust
15
Northern Trust
Illinois
$484M -$30.8M -76,967 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$482M -$106M -263,905 -19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$447M +$1.64M +4,088 +0.4%
Goldman Sachs
18
Goldman Sachs
New York
$403M +$41.6M +103,833 +13%
LSV Asset Management
19
LSV Asset Management
Illinois
$399M -$16M -40,010 -4%
LAM
20
Lyrical Asset Management
New York
$389M -$13.9M -34,698 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$378M -$40.1M -100,070 -10%
Bank of America
22
Bank of America
North Carolina
$354M +$25.7M +64,310 +9%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$310M +$44.8M +111,973 +19%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$308M +$20.3M +50,716 +8%
Deutsche Bank
25
Deutsche Bank
Germany
$299M +$31.8M +79,403 +13%

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.