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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
SFSG
501
Sound Financial Strategies Group
Mississippi
$693K +$21.2K +81 +3%
DS
502
DRW Securities
Illinois
$690K +$427K +1,633 +167%
BFM
503
Boston Financial Management
Massachusetts
$673K +$110K +419 +20%
BRWM
504
B. Riley Wealth Management
Tennessee
$670K +$663K +2,535 New
BFA
505
Brendel Financial Advisors
New Hampshire
$669K
AIM
506
Achmea Investment Management
Netherlands
$664K +$26.4K +101 +4%
ESCM
507
Echo Street Capital Management
New York
$659K -$21.4K -82 -3%
HC
508
HNP Capital
New York
$655K -$5.23K -20 -0.8%
VRM
509
Vectors Research Management
New York
$655K -$5.23K -20 -0.8%
RIA
510
Realta Investment Advisors
Delaware
$652K
HAG
511
HighPoint Advisor Group
Illinois
$649K +$1.57K +6 +0.2%
BU
512
BBVA USA
Alabama
$647K -$34.3K -131 -5%
CCG
513
Ceeto Capital Group
Florida
$634K
GF
514
Gabelli Funds
New York
$634K
PI
515
Pettee Investors
Connecticut
$634K
QCG
516
Quadrant Capital Group
Ohio
$629K +$523 +2 +0.1%
CFA
517
Carroll Financial Associates
North Carolina
$629K +$2.88K +11 +0.5%
OWM
518
OneAscent Wealth Management
Alabama
$629K +$623K +2,381 New
BSW
519
Buckingham Strategic Wealth
Missouri
$626K
MPI
520
Mairs & Power Inc
Minnesota
$624K
PIM
521
Penobscot Investment Management
Massachusetts
$622K
GAM
522
Guinness Asset Management
United Kingdom
$615K +$272K +1,040 +81%
OWA
523
One Wealth Advisors
California
$601K -$386K -1,474 -39%
Fayez Sarofim & Co
524
Fayez Sarofim & Co
Texas
$594K
IWC
525
Integrated Wealth Concepts
Massachusetts
$590K +$20.7K +79 +4%

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.