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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
PAM
476
Panagora Asset Management
Massachusetts
$971K -$559K -1,889 -37%
LP
477
LMR Partners
United Kingdom
$969K +$950K +3,212 New
BFS
478
Bradley Foster & Sargent
Connecticut
$964K +$115K +390 +14%
AWM
479
Altium Wealth Management
New York
$959K +$17.2K +58 +2%
SCM
480
Stevens Capital Management
Pennsylvania
$935K +$917K +3,100 New
Federated Hermes
481
Federated Hermes
Pennsylvania
$932K -$22.5K -76 -2%
GG
482
Gofen & Glossberg
Illinois
$912K -$17.5K -59 -2%
PAM
483
Private Asset Management
California
$907K
DLA
484
Douglas Lane & Associates
New York
$906K +$889K +3,005 New
KPWS
485
Kestra Private Wealth Services
Texas
$897K -$5.03K -17 -0.6%
MCM
486
Manchester Capital Management
Vermont
$892K +$19.8K +67 +2%
SIA
487
Schechter Investment Advisors
Michigan
$885K +$868K +2,936 New
KRSITF
488
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$884K +$3.55K +12 +0.4%
I
489
INVST
Indiana
$883K -$46.7K -158 -5%
ECM
490
Everence Capital Management
Indiana
$881K +$408K +1,380 +90%
MKA
491
M. Kulyk & Associates
Georgia
$881K +$864K +2,922 New
TCOV
492
Trust Company of Vermont
Vermont
$869K
MFW
493
Meristem Family Wealth
Minnesota
$866K -$11.8K -40 -1%
CF
494
Copperwynd Financial
Arizona
$853K -$8.87K -30 -1%
BTWM
495
Baker Tilly Wealth Management
Wisconsin
$852K +$27.2K +92 +3%
RWM
496
Ritholtz Wealth Management
New York
$849K -$3.25K -11 -0.4%
ICP
497
Interchange Capital Partners
Pennsylvania
$847K +$831K +2,809 New
Simplex Trading
498
Simplex Trading
Illinois
$833K +$164K +554 +25%
MWM
499
MorganRosel Wealth Management
Colorado
$832K +$816K +2,758 New
BCM
500
Brookstone Capital Management
Illinois
$830K +$238K +803 +45%

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.