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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
MCM
426
MAI Capital Management
Ohio
$1.34M -$2.96K -10 -0.2%
V
427
Veritable
Delaware
$1.32M +$12.1K +41 +0.9%
SW
428
SteelPeak Wealth
California
$1.31M -$425K -1,438 -25%
FT
429
Fiduciary Trust
Massachusetts
$1.31M -$14.8K -50 -1%
PFO
430
Pathstone Family Office
New Jersey
$1.29M +$279K +943 +28%
BCI
431
Brinker Capital Investments
Pennsylvania
$1.28M -$300K -1,013 -19%
PF
432
Phoenix Financial
Israel
$1.28M -$330K -1,117 -21%
JCM
433
Jacobi Capital Management
Pennsylvania
$1.27M +$63.9K +216 +5%
PCA
434
Peddock Capital Advisors
Massachusetts
$1.27M
RBA
435
Richard Bernstein Advisors
New York
$1.27M +$1.24M +4,207 New
DA
436
DCM Advisors
New York
$1.25M +$20.1K +68 +2%
SC
437
Savant Capital
Illinois
$1.25M +$31.4K +106 +3%
Wellington Management Group
438
Wellington Management Group
Massachusetts
$1.25M +$1.22M +4,134 New
PAM
439
Palisade Asset Management
Minnesota
$1.22M +$5.92K +20 +0.5%
Lido Advisors
440
Lido Advisors
California
$1.2M +$887 +3 +0.1%
RIM
441
Redpoint Investment Management
Australia
$1.19M -$34K -115 -3%
TU
442
TDAM USA
Ontario, Canada
$1.19M +$84.3K +285 +8%
BPA
443
Beacon Pointe Advisors
California
$1.18M +$235K +794 +26%
PWM
444
Prentice Wealth Management
New York
$1.16M -$12.4K -42 -1%
GIA
445
Gladstone Institutional Advisory
Florida
$1.16M -$225K -760 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
446
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.15M -$5.03K -17 -0.4%
UAML
447
US Asset Management LLC
Pennsylvania
$1.14M -$887 -3 -0.1%
NB
448
Norinchukin Bank
Japan
$1.14M -$34.9K -118 -3%
MA
449
Mutual Advisors
Nebraska
$1.14M +$3.85K +13 +0.3%
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$1.13M +$9.46K +32 +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.