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Ameriprise Financial

1,263 hedge funds and large institutions have $38.8B invested in Ameriprise Financial in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 459 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

9% more capital invested

Capital invested by funds: $35.8B → $38.8B (+$3.08B)

1% more funds holding

Funds holding: 1,2451,263 (+18)

0% less ownership

Funds ownership: 84.28%84.28% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 459

27% less call options, than puts

Call options by funds: $89.9M | Put options by funds: $122M

Holders
1,263
Holders Change
+18
Holders Change %
+1.45%
% of All Funds
18.14%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
110
Increased
427
Reduced
459
Closed
79
Calls
$89.9M
Puts
$122M
Net Calls
-$32.5M
Net Calls Change
-$99.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.88B -$24.5M -56,358 -0.4%
BlackRock
2
BlackRock
New York
$4.05B +$8.03M +18,512 +0.2%
State Street
3
State Street
Massachusetts
$2.09B -$7.56M -17,436 -0.4%
JP Morgan Chase
4
JP Morgan Chase
New York
$2.01B +$156M +358,699 +9%
Aristotle Capital Management
5
Aristotle Capital Management
California
$1.56B -$6.05M -13,945 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.22B +$13.5M +31,158 +1%
Morgan Stanley
7
Morgan Stanley
New York
$1.06B +$3.52M +8,105 +0.4%
Norges Bank
8
Norges Bank
Norway
$704M +$7.23M +16,660 +1%
UBS AM
9
UBS AM
Illinois
$669M -$57.3M -132,053 -8%
Boston Partners
10
Boston Partners
Massachusetts
$667M -$20.6M -47,431 -3%
N
11
Nuveen
North Carolina
$634M +$11.7M +27,068 +2%
UBS Group
12
UBS Group
Switzerland
$628M +$19.5M +44,899 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$554M +$21.7M +49,920 +4%
Northern Trust
14
Northern Trust
Illinois
$497M -$13.3M -30,757 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$485M -$60.2M -138,663 -12%
Deutsche Bank
16
Deutsche Bank
Germany
$471M +$57.2M +131,888 +15%
Goldman Sachs
17
Goldman Sachs
New York
$463M -$68.7M -158,241 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$445M -$63.2M -145,632 -13%
Invesco
19
Invesco
Georgia
$444M +$28.9M +66,586 +8%
LSV Asset Management
20
LSV Asset Management
Illinois
$391M -$17.6M -40,460 -5%
Bank of America
21
Bank of America
North Carolina
$389M -$5.43M -12,524 -1%
LAM
22
Lyrical Asset Management
New York
$389M -$17.9M -41,268 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$386M -$45.4M -104,649 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$328M -$1.46M -3,365 -0.5%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$317M -$8.86M -20,431 -3%

AMP Hedge Fund Activity: Q3 2024 in Review

1,263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2024, worth a combined $38.8B — up 8.6% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AMP positions and 79 closed out — a net gain of 31 holders — while 427 added to existing stakes and 459 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $156M. The largest seller was Viking Global Investors, cutting an estimated $289M.

  • 1,263 institutional investors held Ameriprise Financial (AMP) as of Q3 2024, up from 1,245 in Q2 2024.
  • Funds reported $38.8B of Ameriprise Financial stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 110 funds opened new Ameriprise Financial positions in Q3 2024 and 79 closed out, a net change of +31 holders.
  • The largest Ameriprise Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $156M added.
  • The largest Ameriprise Financial seller in Q3 2024 was Viking Global Investors, an estimated $289M sold.

Based on aggregated 13F filings for Q3 2024.