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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
FT
426
Fiduciary Trust
Massachusetts
$1.16M
V
427
Veritable
Delaware
$1.14M -$5.23K -20 -0.5%
OQS
428
Occudo Quantitative Strategies
Florida
$1.13M +$1.12M +4,286 New
RTC
429
Riverview Trust Company
Washington
$1.13M
PCA
430
Peddock Capital Advisors
Massachusetts
$1.11M +$2.35K +9 +0.2%
DA
431
DCM Advisors
New York
$1.08M +$167K +639 +19%
RIM
432
Redpoint Investment Management
Australia
$1.07M
SC
433
Savant Capital
Illinois
$1.06M +$12.6K +48 +1%
PAM
434
Palisade Asset Management
Minnesota
$1.06M
JCM
435
Jacobi Capital Management
Pennsylvania
$1.06M +$40K +153 +4%
MSE
436
MUFG Securities EMEA
United Kingdom
$1.06M +$1.05M +4,000 New
Lido Advisors
437
Lido Advisors
California
$1.05M +$194K +743 +23%
NB
438
Norinchukin Bank
Japan
$1.03M +$94.7K +362 +10%
PWM
439
Prentice Wealth Management
New York
$1.03M +$3.14K +12 +0.3%
TK
440
TIAA Kaspick
Massachusetts
$1.02M -$11.8K -45 -1%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$1.02M +$58.9K +225 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
442
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.01M +$288K +1,100 +40%
UAML
443
US Asset Management LLC
Pennsylvania
$1M +$993K +3,796 New
MA
444
Mutual Advisors
Nebraska
$992K -$92.9K -355 -9%
KA
445
Kintegral Advisory
New York
$988K
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$984K -$3.14K -12 -0.3%
TU
447
TDAM USA
Ontario, Canada
$967K +$167K +637 +21%
BAS
448
Brown Advisory Securities
Maryland
$966K +$958K +3,662 New
APP
449
Alpha Paradigm Partners
Illinois
$954K -$1.1M -4,217 -54%
CTC
450
Central Trust Company
Missouri
$953K +$2.09K +8 +0.2%

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.