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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
RC
326
RegentAtlantic Capital
New Jersey
$2.21M -$756 -3 -0%
AIA
327
Avalon Investment & Advisory
Texas
$2.2M -$1.26K -5 -0.1%
CAM
328
Carret Asset Management
New York
$2.19M
AA
329
ALPS Advisors
Colorado
$2.18M -$104K -413 -4%
DC
330
Davenport & Co
Virginia
$2.17M +$107K +424 +5%
CFB
331
Cullen/Frost Bankers
Texas
$2.17M -$229K -907 -9%
MSRPS
332
Maryland State Retirement & Pension System
Maryland
$2.16M -$74.4K -295 -3%
Baird Financial Group
333
Baird Financial Group
Wisconsin
$2.13M -$75.1K -298 -3%
AAM
334
Advisors Asset Management
Colorado
$2.1M -$620K -2,459 -23%
KTA
335
Keeley-Teton Advisors
Illinois
$2.07M -$444K -1,762 -17%
CT
336
Chicago Trust
Illinois
$2.04M -$509K -2,021 -20%
UIM
337
USS Investment Management
United Kingdom
$2.04M
GAM
338
Gotham Asset Management
New York
$2.04M +$1.15M +4,578 +127%
SEC
339
Seven Eight Capital
New York
$2.02M +$2.04M +8,100 New
SWA
340
SOA Wealth Advisors
New York
$2M +$389K +1,545 +24%
TBA
341
Tower Bridge Advisors
Pennsylvania
$1.98M +$124K +492 +7%
APP
342
Alpha Paradigm Partners
Illinois
$1.95M +$1.97M +7,830 New
UCFA
343
United Capital Financial Advisors
Texas
$1.94M +$9.07K +36 +0.5%
NMERB
344
New Mexico Educational Retirement Board
New Mexico
$1.94M +$50.4K +200 +3%
BIM
345
Bridges Investment Management
Nebraska
$1.92M +$13.9K +55 +0.7%
CG
346
Castellan Group
Kentucky
$1.9M
LAM
347
L2 Asset Management
Massachusetts
$1.87M -$238K -946 -11%
DIA
348
Dean Investment Associates
Ohio
$1.87M -$218K -866 -10%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$1.86M +$66K +262 +4%
Mirae Asset Global Investments
350
Mirae Asset Global Investments
South Korea
$1.85M -$221K -876 -11%

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.