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Ameriprise Financial

923 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 44

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

4% more funds holding

Funds holding: 890923 (+33)

4% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $43.5M

4% more capital invested

Capital invested by funds: $23.6B → $24.5B (+$893M)

0.22% less ownership

Funds ownership: 82.09%81.87% (-0.22%)

12% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 337

Holders
923
Holders Change
+33
Holders Change %
+3.71%
% of All Funds
16.16%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
86
Increased
297
Reduced
337
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$3.39M -$13.1K -50 -0.4%
GTCM
277
Gyon Technologies Capital Management
New Jersey
$3.33M +$952K +3,638 +41%
FWCM
278
Ferguson Wellman Capital Management
Oregon
$3.29M -$158K -605 -5%
IAS
279
IMA Advisory Services
Colorado
$3.26M +$337K +1,288 +12%
HAI
280
Hennessy Advisors Inc
California
$3.22M -$78.5K -300 -2%
PAG
281
Private Advisor Group
New Jersey
$3.22M +$1.33M +5,092 +72%
USAA
282
United Services Automobile Association
Texas
$3.17M
CMO
283
Covenant Multifamily Offices
Texas
$3.16M -$196K -751 -6%
NPP
284
New Potomac Partners
Maryland
$3.15M -$149K -570 -5%
CBN
285
Cadence Bank NA
Texas
$3.12M +$48.9K +187 +2%
VanEck Associates
286
VanEck Associates
New York
$3.11M +$265K +1,012 +9%
PAMG
287
Patton Albertson Miller Group
Tennessee
$3.1M +$32.7K +125 +1%
CIM
288
Cambria Investment Management
California
$3.1M -$127K -484 -4%
AAIM
289
American Assets Investment Management
California
$2.97M
LIM
290
Loudon Investment Management
New Hampshire
$2.94M -$419K -1,602 -13%
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$2.93M +$104K +398 +4%
Lazard Asset Management
292
Lazard Asset Management
New York
$2.9M -$524K -2,002 -15%
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$2.87M +$72.7K +278 +3%
Wolverine Trading
294
Wolverine Trading
Illinois
$2.86M +$1.65M +6,299 +148%
RIM
295
Regent Investment Management
Kentucky
$2.85M -$334K -1,275 -11%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$2.81M +$63.3K +242 +2%
CGH
297
Crossmark Global Holdings
Texas
$2.81M +$130K +497 +5%
HIMCH
298
Hartford Investment Management Co (HIMCO)
Connecticut
$2.81M -$410K -1,567 -13%
BWA
299
BDO Wealth Advisors
Florida
$2.68M +$78.7K +301 +3%
PS
300
Pensionfund Sabic
Netherlands
$2.67M

AMP Hedge Fund Activity: Q3 2021 in Review

923 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2021, worth a combined $24.5B — up 3.8% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AMP positions and 44 closed out — a net gain of 42 holders — while 297 added to existing stakes and 337 trimmed.

The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $136M. The largest seller was Bank of Montreal, cutting an estimated $82M.

  • 923 institutional investors held Ameriprise Financial (AMP) as of Q3 2021, up from 890 in Q2 2021.
  • Funds reported $24.5B of Ameriprise Financial stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q3 2021 and 44 closed out, a net change of +42 holders.
  • The largest Ameriprise Financial buyer in Q3 2021 was Bain Capital Public Equity Management II, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q3 2021 was Bank of Montreal, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.