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Ameriprise Financial

890 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.31B)

1% more funds holding

Funds holding: 882890 (+8)

0.45% less ownership

Funds ownership: 82.53%82.09% (-0.45%)

13% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $40.3M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 350

Holders
890
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
265
Reduced
350
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
276
Atria Investments
North Carolina
$3.22M +$627K +2,488 +24%
Creative Planning
277
Creative Planning
Kansas
$3.2M +$402K +1,594 +14%
QT
278
Quantbot Technologies
New York
$3.19M +$3.23M +12,818 New
LIM
279
Loudon Investment Management
New Hampshire
$3.17M -$181K -718 -5%
William Blair & Company
280
William Blair & Company
Illinois
$3.12M -$285K -1,130 -8%
HAI
281
Hennessy Advisors Inc
California
$3.11M +$75.6K +300 +2%
NPP
282
New Potomac Partners
Maryland
$3.11M -$27.7K -110 -0.9%
CMO
283
Covenant Multifamily Offices
Texas
$3.07M -$326K -1,295 -10%
CIM
284
Cambria Investment Management
California
$3.04M +$427K +1,694 +16%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$3.04M -$142K -563 -4%
TI
286
Trexquant Investment
Connecticut
$3.01M +$3.05M +12,095 New
CSS
287
Cubist Systematic Strategies
Connecticut
$3.01M +$435K +1,725 +17%
RIM
288
Regent Investment Management
Kentucky
$3M -$10.1K -40 -0.3%
USAA
289
United Services Automobile Association
Texas
$2.98M
FC
290
Full18 Capital
Connecticut
$2.97M +$1.23M +4,892 +70%
BC
291
Brookfield Corp
Ontario, Canada
$2.9M +$1.24M +4,926 +73%
CBN
292
Cadence Bank NA
Texas
$2.9M +$40.3K +160 +1%
PAMG
293
Patton Albertson Miller Group
Tennessee
$2.89M +$71.1K +282 +2%
TPCM
294
Three Peaks Capital Management
Colorado
$2.89M +$73.6K +292 +3%
MWNA
295
Marshall Wace North America
New York
$2.83M -$5.11M -20,276 -64%
AAIM
296
American Assets Investment Management
California
$2.8M -$2.32M -9,200 -45%
IAS
297
IMA Advisory Services
Colorado
$2.75M -$182K -721 -6%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$2.75M +$1.42M +5,642 +104%
VanEck Associates
299
VanEck Associates
New York
$2.68M +$90.5K +359 +3%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$2.66M -$159K -631 -6%

AMP Hedge Fund Activity: Q2 2021 in Review

890 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2021, worth a combined $23.6B — up 5.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 69 closed out — a net gain of 19 holders — while 265 added to existing stakes and 350 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 890 institutional investors held Ameriprise Financial (AMP) as of Q2 2021, up from 882 in Q1 2021.
  • Funds reported $23.6B of Ameriprise Financial stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q2 2021 and 69 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q2 2021 was Viking Global Investors, an estimated $174M added.
  • The largest Ameriprise Financial seller in Q2 2021 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.