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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
476
TIAA FSB
Florida
$798K -$163K -621 -16%
Lido Advisors
477
Lido Advisors
California
$795K -$67.4K -256 -8%
MBT
478
Montecito Bank & Trust
California
$790K -$75.8K -288 -8%
DA
479
DCM Advisors
New York
$787K -$17.4K -66 -2%
MYAM
480
Meiji Yasuda Asset Management
Japan
$782K -$44.7K -170 -5%
PTCG
481
Pring Turner Capital Group
California
$776K +$810K +3,080 New
HFM
482
Harvest Fund Management
China
$775K +$112K +427 +16%
SICM
483
Sustainable Insight Capital Management
New York
$771K +$489K +1,858 +154%
QT
484
Quantbot Technologies
New York
$766K -$1.01M -3,836 -56%
BRWA
485
B. Riley Wealth Advisors
Florida
$756K +$185K +703 +31%
SCM
486
SKBA Capital Management
California
$755K -$26.3K -100 -3%
GG
487
Gofen & Glossberg
Illinois
$753K
MKA
488
M. Kulyk & Associates
Georgia
$736K
SCA
489
Sandy Cove Advisors
Massachusetts
$732K +$12.4K +47 +2%
PFS
490
Prospera Financial Services
Texas
$732K +$383K +1,454 +100%
PCS
491
Personal CFO Solutions
New Jersey
$729K +$62.9K +239 +9%
PAM
492
Private Asset Management
California
$728K -$30.8K -117 -4%
BCM
493
Brookstone Capital Management
Illinois
$718K -$22.4K -85 -3%
MG
494
Mather Group
Illinois
$718K +$414K +1,572 +123%
KWM
495
Kingsview Wealth Management
Oregon
$712K +$42.4K +161 +6%
EF
496
Empirical Finance
Pennsylvania
$707K +$115K +438 +18%
VEA
497
Virtus ETF Advisers
New York
$698K +$50.3K +191 +7%
QI
498
Qtron Investments
Massachusetts
$697K +$406K +1,543 +126%
CPWA
499
Cerro Pacific Wealth Advisors
California
$691K +$16.6K +63 +2%
MGWM
500
Marks Group Wealth Management
Minnesota
$690K

AMP Hedge Fund Activity: Q3 2022 in Review

941 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2022, worth a combined $22.2B — up 4.8% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMP positions and 80 closed out — a net gain of 1 holder — while 305 added to existing stakes and 358 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $85.7M.

  • 941 institutional investors held Ameriprise Financial (AMP) as of Q3 2022, down from 954 in Q2 2022.
  • Funds reported $22.2B of Ameriprise Financial stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 81 funds opened new Ameriprise Financial positions in Q3 2022 and 80 closed out, a net change of +1 holder.
  • The largest Ameriprise Financial buyer in Q3 2022 was Viking Global Investors, an estimated $163M added.
  • The largest Ameriprise Financial seller in Q3 2022 was BlackRock, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.