We are live on ! Find out more
AMP icon

Ameriprise Financial

985 hedge funds and large institutions have $27.6B invested in Ameriprise Financial in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 332 increasing their positions, 323 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 58

13% more capital invested

Capital invested by funds: $24.5B → $27.6B (+$3.1B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+62)

3% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 323

0.22% more ownership

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

17% less call options, than puts

Call options by funds: $54.8M | Put options by funds: $65.9M

Holders
985
Holders Change
+62
Holders Change %
+6.72%
% of All Funds
15.16%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
135
Increased
332
Reduced
323
Closed
58
Calls
$54.8M
Puts
$65.9M
Net Calls
-$11.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$3.75M -$112K -378 -3%
CS
277
Candriam SCA
Luxembourg
$3.74M -$390K -1,318 -10%
Acadian Asset Management
278
Acadian Asset Management
Massachusetts
$3.7M +$1.44M +4,872 +66%
IAS
279
IMA Advisory Services
Colorado
$3.68M -$48.2K -163 -1%
USAA
280
United Services Automobile Association
Texas
$3.62M
PAMG
281
Patton Albertson Miller Group
Tennessee
$3.62M +$70.1K +237 +2%
AI
282
Atria Investments
North Carolina
$3.58M -$793K -2,680 -18%
TRCT
283
Tower Research Capital (TRC)
New York
$3.56M +$2.08M +7,039 +148%
Mirae Asset Global Investments
284
Mirae Asset Global Investments
South Korea
$3.53M +$602K +2,036 +21%
HAI
285
Hennessy Advisors Inc
California
$3.53M -$148K -500 -4%
CBN
286
Cadence Bank NA
Texas
$3.5M -$66.8K -226 -2%
Janney Montgomery Scott
287
Janney Montgomery Scott
Pennsylvania
$3.5M +$147K +496 +4%
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$3.44M +$222K +752 +7%
AAIM
289
American Assets Investment Management
California
$3.39M
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$3.27M +$62.7K +212 +2%
RIM
291
Regent Investment Management
Kentucky
$3.25M -$4.44K -15 -0.1%
LIM
292
Loudon Investment Management
New Hampshire
$3.25M -$106K -358 -3%
VVP
293
Venture Visionary Partners
Ohio
$3.23M +$198K +669 +7%
SG Americas Securities
294
SG Americas Securities
New York
$3.13M +$872K +2,949 +40%
BWA
295
BDO Wealth Advisors
Florida
$3.11M +$41.4K +140 +1%
RJT
296
Raymond James Trust
Florida
$3.11M -$956K -3,232 -24%
NPP
297
New Potomac Partners
Maryland
$3.09M -$497K -1,680 -14%
CG
298
Castellan Group
Kentucky
$3.08M +$1.07M +3,607 +55%
Neuberger Berman Group
299
Neuberger Berman Group
New York
$3.07M +$420K +1,421 +10%
FB
300
Fulton Bank
Pennsylvania
$3.06M +$28.1K +95 +0.9%

AMP Hedge Fund Activity: Q4 2021 in Review

985 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2021, worth a combined $27.6B — up 13% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new AMP positions and 58 closed out — a net gain of 77 holders — while 332 added to existing stakes and 323 trimmed.

The largest buyer was Marshall Wace, adding an estimated $181M. The largest seller was BlackRock, cutting an estimated $297M.

  • 985 institutional investors held Ameriprise Financial (AMP) as of Q4 2021, up from 923 in Q3 2021.
  • Funds reported $27.6B of Ameriprise Financial stock for Q4 2021, up 13% quarter-over-quarter.
  • 135 funds opened new Ameriprise Financial positions in Q4 2021 and 58 closed out, a net change of +77 holders.
  • The largest Ameriprise Financial buyer in Q4 2021 was Marshall Wace, an estimated $181M added.
  • The largest Ameriprise Financial seller in Q4 2021 was BlackRock, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2021.