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Ameriprise Financial

1,245 hedge funds and large institutions have $35.8B invested in Ameriprise Financial in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 478 increasing their positions, 414 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $102M | Put options by funds: $34.8M

30% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 80

15% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 414

0.68% more ownership

Funds ownership: 83.6%84.28% (+0.68%)

0% more funds holding

Funds holding: 1,2401,245 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less capital invested

Capital invested by funds: $36.7B → $35.8B (-$926M)

Holders
1,245
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
17.98%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
104
Increased
478
Reduced
414
Closed
80
Calls
$102M
Puts
$34.8M
Net Calls
+$66.8M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.37B -$64.4M -150,727 -1%
BlackRock
2
BlackRock
New York
$3.67B +$5.21M +12,189 +0.1%
State Street
3
State Street
Massachusetts
$1.91B -$6.09M -14,245 -0.3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.68B +$35.3M +82,612 +2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.42B -$32.4M -75,910 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.1B +$24.5M +57,339 +2%
Morgan Stanley
7
Morgan Stanley
New York
$958M +$7.89M +18,481 +0.8%
UBS AM
8
UBS AM
Illinois
$665M +$19M +44,470 +3%
Norges Bank
9
Norges Bank
Norway
$633M +$38.5M +90,019 +6%
Boston Partners
10
Boston Partners
Massachusetts
$626M -$35.3M -82,520 -5%
N
11
Nuveen
North Carolina
$565M -$78.7M -184,333 -12%
UBS Group
12
UBS Group
Switzerland
$552M +$20.8M +48,670 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$500M +$6.46M +15,125 +1%
Goldman Sachs
14
Goldman Sachs
New York
$489M +$96.3M +225,344 +25%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$483M +$47.1M +110,319 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$467M -$2.24M -5,251 -0.5%
Northern Trust
17
Northern Trust
Illinois
$465M -$6.13M -14,352 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$395M +$27.1M +63,548 +7%
Viking Global Investors
19
Viking Global Investors
Connecticut
$388M -$307M -717,825 -44%
Invesco
20
Invesco
Georgia
$375M +$135M +316,894 +56%
LSV Asset Management
21
LSV Asset Management
Illinois
$373M -$15.6M -36,600 -4%
Deutsche Bank
22
Deutsche Bank
Germany
$372M +$81.1M +189,755 +28%
LAM
23
Lyrical Asset Management
New York
$371M -$8.31M -19,454 -2%
Bank of America
24
Bank of America
North Carolina
$359M +$14.7M +34,490 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$300M -$466K -1,091 -0.2%

AMP Hedge Fund Activity: Q2 2024 in Review

1,245 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2024, worth a combined $35.8B — down 2.5% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AMP positions and 80 closed out — a net gain of 24 holders — while 478 added to existing stakes and 414 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $170M. The largest seller was Viking Global Investors, cutting an estimated $307M.

  • 1,245 institutional investors held Ameriprise Financial (AMP) as of Q2 2024, up from 1,240 in Q1 2024.
  • Funds reported $35.8B of Ameriprise Financial stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 104 funds opened new Ameriprise Financial positions in Q2 2024 and 80 closed out, a net change of +24 holders.
  • The largest Ameriprise Financial buyer in Q2 2024 was First Trust Advisors, an estimated $170M added.
  • The largest Ameriprise Financial seller in Q2 2024 was Viking Global Investors, an estimated $307M sold.

Based on aggregated 13F filings for Q2 2024.