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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
Invesco
26
Invesco
Georgia
$244M +$12.9M +43,720 +6%
Legal & General Group
27
Legal & General Group
United Kingdom
$230M -$15.7M -52,949 -6%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$215M +$9.64M +32,603 +5%
Marshall Wace
29
Marshall Wace
United Kingdom
$205M +$181M +613,070 +917%
N
30
Nuveen
North Carolina
$184M -$10.2M -34,433 -5%
Charles Schwab
31
Charles Schwab
California
$175M +$514K +1,739 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$155M -$15.7M -53,006 -9%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$152M +$1.24M +4,179 +0.8%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$138M +$104M +351,037 +325%
BCPEMI
35
Bain Capital Public Equity Management II
Massachusetts
$138M -$18.8M -63,473 -12%
SAM
36
Silvercrest Asset Management
New York
$136M +$653K +2,208 +0.5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$136M -$21.5M -72,837 -14%
AII
38
AGF Investments Inc
Ontario, Canada
$135M -$2.13M -7,193 -2%
Barclays
39
Barclays
United Kingdom
$135M +$56M +189,299 +74%
Millennium Management
40
Millennium Management
New York
$120M -$11.4M -38,648 -9%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$98.2M +$3.65M +12,345 +4%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$95M +$5.21M +17,622 +6%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$94M -$7.6M -25,691 -8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$92.8M -$440K -1,488 -0.5%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$87.2M -$27.5M -93,041 -24%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$84.4M -$29.2M -98,823 -26%
Amundi
47
Amundi
France
$83.3M -$19.5M -65,767 -21%
TG
48
TCW Group
California
$82.7M +$19.3M +65,095 +31%
TRSOTSOK
49
Teachers Retirement System of the State of Kentucky
Kentucky
$80.3M -$11.4M -38,667 -13%
Principal Financial Group
50
Principal Financial Group
Iowa
$78.7M -$991K -3,350 -1%

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.