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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
SF
451
Summit Financial
New Jersey
$1.13M +$299K +1,010 +37%
KA
452
Kintegral Advisory
New York
$1.13M
CPWA
453
Cerro Pacific Wealth Advisors
California
$1.13M +$131K +443 +13%
CAM
454
Cresset Asset Management
Illinois
$1.11M +$116K +392 +12%
Vontobel Holding
455
Vontobel Holding
Switzerland
$1.1M +$30.2K +102 +3%
QCG
456
Quadrant Capital Group
Ohio
$1.09M +$369K +1,247 +52%
CTC
457
Central Trust Company
Missouri
$1.09M
SFI
458
Siemens Fonds Invest
Germany
$1.08M +$101K +340 +11%
CT
459
Cambridge Trust
Massachusetts
$1.06M +$51.2K +173 +5%
AAMC
460
Asset Allocation & Management Company
Illinois
$1.06M +$1.03M +3,499 New
SCM
461
SKBA Capital Management
California
$1.05M -$5.1M -17,235 -83%
TCM
462
Teza Capital Management
Illinois
$1.04M +$1.02M +3,460 New
AP
463
Advisor Partners
California
$1.03M +$16.6K +56 +2%
TC
464
TownSquare Capital
Utah
$1.03M +$107K +361 +12%
AG
465
AIA Group
Hong Kong
$1.02M +$622K +2,102 +165%
CIC
466
Chilton Investment Company
Connecticut
$1.02M
FWM
467
Frontier Wealth Management
Missouri
$1.02M +$66.8K +226 +7%
HPC
468
HM Payson & Co
Maine
$1.01M
AIM
469
Achmea Investment Management
Netherlands
$1M +$243K +820 +33%
BRWM
470
B. Riley Wealth Management
Tennessee
$1M +$233K +789 +31%
FTDI
471
First Trust Direct Indexing
Massachusetts
$998K -$2.66K -9 -0.3%
MYAM
472
Meiji Yasuda Asset Management
Japan
$995K -$29.9K -101 -3%
AW
473
Apricus Wealth
South Carolina
$979K +$960K +3,245 New
GAM
474
Guinness Asset Management
United Kingdom
$974K +$266K +900 +39%
SPC
475
Stewart & Patten Company
California
$972K

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.