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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
WJWM
376
Williams Jones Wealth Management
New York
$1.64M -$523 -2 -0%
SEC
377
Seven Eight Capital
New York
$1.64M -$497K -1,900 -23%
FM
378
Family Management
New York
$1.63M
FA
379
FDx Advisors
Illinois
$1.62M -$74K -283 -4%
RCIM
380
Red Cedar Investment Management
Michigan
$1.62M
PI
381
PFS Investments
Georgia
$1.62M +$297K +1,134 +27%
TCM
382
Twin Capital Management
Pennsylvania
$1.61M -$1.12M -4,270 -41%
P
383
Pitcairn
Pennsylvania
$1.6M -$36.6K -140 -2%
BC
384
Burney Company
Virginia
$1.6M +$15.2K +58 +1%
MIA
385
MainStreet Investment Advisors
Illinois
$1.59M -$33.7K -129 -2%
ACP
386
Aviance Capital Partners
Florida
$1.58M
NFG
387
Nations Financial Group
Iowa
$1.58M +$75.9K +290 +5%
VCA
388
Verdence Capital Advisors
Maryland
$1.56M +$126K +482 +9%
ECM
389
ExodusPoint Capital Management
New York
$1.53M -$7.03M -26,889 -82%
SW
390
SteelPeak Wealth
California
$1.53M +$56.5K +216 +4%
HIIFS
391
Harel Insurance Investments & Financial Services
Israel
$1.52M +$1.51M +5,773 New
LCM
392
Leisure Capital Management
California
$1.52M -$5.49K -21 -0.4%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$1.51M +$116K +443 +8%
EOJOAM
394
E. Ohman J:or Asset Management
Sweden
$1.51M +$942K +3,600 +171%
1CP
395
17 Capital Partners
Arizona
$1.48M +$14.4K +55 +1%
UCFA
396
United Capital Financial Advisors
Texas
$1.47M -$586K -2,239 -29%
CP
397
Covenant Partners
Tennessee
$1.47M
TA
398
TruWealth Advisors
Louisiana
$1.46M -$26.2K -100 -2%
PF
399
Phoenix Financial
Israel
$1.44M +$1.39M +5,311 New
EC
400
Estate Counselors
Wisconsin
$1.42M +$10.5K +40 +0.7%

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.