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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
Invesco
26
Invesco
Georgia
$202M -$44.6M -170,328 -18%
Deutsche Bank
27
Deutsche Bank
Germany
$181M -$20.9M -79,942 -10%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$180M -$73.2M -279,695 -29%
N
29
Nuveen
North Carolina
$170M -$22.9M -87,718 -12%
Charles Schwab
30
Charles Schwab
California
$153M -$2.24M -8,577 -1%
Goldman Sachs
31
Goldman Sachs
New York
$150M +$14.6M +55,644 +11%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$143M -$82M -313,486 -38%
BCPEMI
33
Bain Capital Public Equity Management II
Massachusetts
$138M +$136M +520,853 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$132M -$17.2M -65,770 -12%
MWA
35
Marshall Wace Asia
Hong Kong
$123M +$25.2M +96,338 +26%
AII
36
AGF Investments Inc
Ontario, Canada
$120M +$17.3M +65,982 +17%
SAM
37
Silvercrest Asset Management
New York
$119M -$317K -1,210 -0.3%
Millennium Management
38
Millennium Management
New York
$115M +$52.8M +201,915 +86%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$101M +$32.4M +123,846 +48%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$100M +$9.66M +36,918 +11%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$89.1M -$6.06M -23,185 -6%
NAM
42
Nissay Asset Management
Japan
$85.3M +$21.9M +83,709 +35%
Amundi
43
Amundi
France
$84.6M -$3.06M -11,699 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$82.7M -$912K -3,487 -1%
AllianceBernstein
45
AllianceBernstein
Tennessee
$81.7M -$1.68M -6,412 -2%
TRSOTSOK
46
Teachers Retirement System of the State of Kentucky
Kentucky
$80.5M -$575K -2,200 -0.7%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$78.5M -$1.56M -5,976 -2%
Macquarie Group
48
Macquarie Group
Australia
$76M -$2.16M -8,264 -3%
Prudential Financial
49
Prudential Financial
New Jersey
$70.9M -$26.7M -102,169 -28%
Principal Financial Group
50
Principal Financial Group
Iowa
$69.8M +$1.66M +6,365 +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.