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Ameriprise Financial
AMP

890 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.31B)

1% more funds holding

Funds holding: 882 → 890 (+8)

0.45% less ownership

Funds ownership: 82.53% → 82.09% (-0.45%)

13% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $40.3M

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

24% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 350

Holders
890
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
265
Reduced
350
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$174M
2
BlackRock
BlackRock
New York
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M
4
AII
AGF Investments Inc
Ontario, Canada
+$59.6M
5
Macquarie Group
Macquarie Group
Australia
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$124M
2
PAM
Panagora Asset Management
Massachusetts
-$92.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$88.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$219M -$54.7M -217,135 -20%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$208M +$43.7M +173,484 +26%
Legal & General Group
28
Legal & General Group
United Kingdom
$198M +$1.54M +6,096 +0.8%
Deutsche Bank
29
Deutsche Bank
Germany
$191M -$6.03M -23,935 -3%
N
30
Nuveen
North Carolina
$182M +$46.9M +186,215 +34%
Charles Schwab
31
Charles Schwab
California
$146M +$1.18M +4,692 +0.8%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$141M -$1.58M -6,272 -1%
Goldman Sachs
33
Goldman Sachs
New York
$127M -$25.8M -102,373 -17%
SAM
34
Silvercrest Asset Management
New York
$112M -$1.96M -7,789 -2%
AII
35
AGF Investments Inc
Ontario, Canada
$96.8M +$59.6M +236,402 +155%
Prudential Financial
36
Prudential Financial
New Jersey
$92.2M -$88.2M -349,747 -49%
MWA
37
Marshall Wace Asia
Hong Kong
$91.9M +$39M +154,520 +72%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$89.7M -$11.9M -47,247 -12%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$85M -$1.14M -4,533 -1%
Amundi
40
Amundi
France
$82.6M +$83.7M +331,903 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$78.8M -$6.9M -27,367 -8%
AllianceBernstein
42
AllianceBernstein
Tennessee
$78.6M -$978K -3,881 -1%
TRSOTSOK
43
Teachers Retirement System of the State of Kentucky
Kentucky
$76.4M -$857K -3,400 -1%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$75.4M -$21.6M -85,582 -22%
Macquarie Group
45
Macquarie Group
Australia
$73.7M +$48.6M +192,615 +186%
Wells Fargo
46
Wells Fargo
California
$73.2M -$11.2M -44,524 -13%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$68.9M -$2.2M -8,745 -3%
TAM
48
Todd Asset Management
Kentucky
$65.2M -$747K -2,964 -1%
EVM
49
Eaton Vance Management
Massachusetts
$64.7M -$2.65M -10,516 -4%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$64.2M +$6.01M +23,829 +10%
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AMP Hedge Fund Activity: Q2 2021 in Review

890 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2021, worth a combined $23.6B — up 5.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 69 closed out — a net gain of 19 holders — while 265 added to existing stakes and 350 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 890 institutional investors held Ameriprise Financial (AMP) as of Q2 2021, up from 882 in Q1 2021.
  • Funds reported $23.6B of Ameriprise Financial stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q2 2021 and 69 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q2 2021 was Viking Global Investors, an estimated $174M added.
  • The largest Ameriprise Financial seller in Q2 2021 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.