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Ameriprise Financial
AMP

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: 13 → 14 (+1)

7% more funds holding

Funds holding: 923 → 985 (+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

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$181M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$59.2M
4
Barclays
Barclays
United Kingdom
+$56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$297M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$47.7M
4
LAM
Lyrical Asset Management
New York
-$46.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$42.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
501
First Commonwealth Financial Corp
Pennsylvania
$828K +$3.25K +11 +0.4%
ARC
502
Advisor Resource Council
Texas
$827K +$269K +911 +50%
MGWM
503
Marks Group Wealth Management
Minnesota
$826K +$810K +2,740 New
PT
504
Plimoth Trust
Massachusetts
$822K -$16.3K -55 -2%
PCS
505
Personal CFO Solutions
New Jersey
$822K +$505K +1,707 +168%
PI
506
PineBridge Investments
New York
$818K +$802K +2,711 New
RA
507
RFG Advisory
Alabama
$807K +$13.3K +45 +2%
Fayez Sarofim & Co
508
Fayez Sarofim & Co
Texas
$805K +$124K +420 +19%
DT
509
Diversified Trust
Tennessee
$802K +$408K +1,378 +107%
T
510
TNF
Montana
$801K – – –
PIM
511
Penobscot Investment Management
Massachusetts
$793K +$81.3K +275 +12%
CI
512
Cigna Investments
Connecticut
$769K -$290K -979 -28%
BFA
513
Brendel Financial Advisors
New Hampshire
$764K – – –
SFSG
514
Sound Financial Strategies Group
Mississippi
$754K -$36.1K -122 -5%
HC
515
HNP Capital
New York
$754K +$5.92K +20 +0.8%
VRM
516
Vectors Research Management
New York
$754K +$5.92K +20 +0.8%
CAN
517
Cetera Advisor Networks
California
$752K -$68.9K -233 -9%
BSW
518
Buckingham Strategic Wealth
Missouri
$750K +$33.7K +114 +5%
MM
519
MQS Management
New York
$749K +$735K +2,484 New
RIA
520
Realta Investment Advisors
Delaware
$744K – – –
SS
521
Simplicity Solutions
Minnesota
$740K +$408K +1,380 +129%
CFA
522
Carroll Financial Associates
North Carolina
$735K +$3.25K +11 +0.5%
BFA
523
BMS Financial Advisors
South Dakota
$732K +$718K +2,426 New
MS
524
Maven Securities
Jersey
$729K +$294K +994 +70%
CCG
525
Ceeto Capital Group
Florida
$724K – – –
19 20
21
22 23

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.