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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
WAM
451
World Asset Management
Michigan
$951K -$91.3K -349 -9%
CI Investments Inc
452
CI Investments Inc
Ontario, Canada
$933K -$13.1K -50 -1%
CI
453
Cigna Investments
Connecticut
$931K -$52.3K -200 -5%
Vontobel Holding
454
Vontobel Holding
Switzerland
$931K +$22.8K +87 +3%
HCM
455
Howland Capital Management
Massachusetts
$902K
MYAM
456
Meiji Yasuda Asset Management
Japan
$898K +$17.3K +66 +2%
CIC
457
Chilton Investment Company
Connecticut
$891K
AP
458
Advisor Partners
California
$889K -$78K -298 -8%
CT
459
Cambridge Trust
Massachusetts
$882K
HPC
460
HM Payson & Co
Maine
$881K -$13.1K -50 -1%
PFO
461
Pathstone Family Office
New Jersey
$877K +$523 +2 +0.1%
FTDI
462
First Trust Direct Indexing
Massachusetts
$876K +$136K +521 +19%
IRF
463
IBM Retirement Fund
New York
$872K +$3.14K +12 +0.4%
CAM
464
Cresset Asset Management
Illinois
$872K +$131K +502 +18%
CPWA
465
Cerro Pacific Wealth Advisors
California
$870K +$239K +914 +38%
SFI
466
Siemens Fonds Invest
Germany
$855K +$846K +3,236 New
SPC
467
Stewart & Patten Company
California
$851K -$6.54K -25 -0.8%
I
468
INVST
Indiana
$841K +$10.7K +41 +1%
AWM
469
Apollon Wealth Management
South Carolina
$840K +$832K +3,179 New
Federated Hermes
470
Federated Hermes
Pennsylvania
$836K -$5.19M -19,842 -86%
FWM
471
Frontier Wealth Management
Missouri
$830K -$63K -241 -7%
AWM
472
Altium Wealth Management
New York
$825K +$523 +2 +0.1%
UFF
473
USA Financial Formulas
Michigan
$824K -$443K -1,695 -35%
BPA
474
Beacon Pointe Advisors
California
$819K -$688K -2,632 -46%
GG
475
Gofen & Glossberg
Illinois
$814K

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.