We are live on ! Find out more
AMP icon

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
CTA
351
Chesley Taft & Associates
Illinois
$1.85M
PWM
352
Perigon Wealth Management
California
$1.84M +$10.2K +39 +0.6%
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$1.84M +$543K +2,077 +43%
SP
354
Symmetry Partners
Connecticut
$1.83M -$122K -466 -6%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$1.82M -$19.6K -75 -1%
EFSCE
356
Enterprise Financial Services Corp (EFSC)
Missouri
$1.81M +$1.52M +5,814 +553%
FNBT
357
FineMark National Bank & Trust
Florida
$1.8M -$46.8K -179 -3%
Nordea Investment Management
358
Nordea Investment Management
Sweden
$1.79M
ASN
359
Advisory Services Network
Georgia
$1.77M +$37.9K +145 +2%
BPC
360
Banque Pictet & Cie
Switzerland
$1.77M -$3.14K -12 -0.2%
OAM
361
Oppenheimer Asset Management
New York
$1.76M +$33.2K +127 +2%
CG
362
Castellan Group
Kentucky
$1.75M -$263K -1,006 -13%
CCM
363
Community Capital Management
Florida
$1.74M
N
364
Natixis
France
$1.74M -$4.2M -16,073 -71%
KRS
365
Kentucky Retirement Systems
Kentucky
$1.72M -$58.1K -222 -3%
JIC
366
Johnson Investment Counsel
Ohio
$1.72M -$77.7K -297 -4%
TPCW
367
TD Private Client Wealth
New York
$1.72M +$106K +404 +7%
EI
368
EDMP Inc
Florida
$1.71M +$167K +640 +11%
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$1.71M +$49.4K +189 +3%
PMA
370
Prudent Man Advisors
Illinois
$1.68M -$11.2K -43 -0.7%
SFFS
371
Stonehage Fleming Financial Services
Jersey
$1.67M
VLC
372
Van Leeuwen & Company
New Jersey
$1.67M +$48.4K +185 +3%
FHB
373
First Hawaiian Bank
Hawaii
$1.67M -$142K -543 -8%
VIA
374
Vident Investment Advisory
Georgia
$1.65M -$2.21M -8,460 -58%
KM
375
Kalos Management
Georgia
$1.64M -$329K -1,256 -19%

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.