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Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
501
Marks Group Wealth Management
Minnesota
$823K
RA
502
RFG Advisory
Alabama
$807K +$3.33K +11 +0.4%
SIA
503
Schechter Investment Advisors
Michigan
$802K -$79.9K -264 -9%
Fayez Sarofim & Co
504
Fayez Sarofim & Co
Texas
$802K
KWM
505
Kingsview Wealth Management
Oregon
$800K +$806K +2,664 New
PT
506
Plimoth Trust
Massachusetts
$799K -$19.7K -65 -2%
MCM
507
Manchester Capital Management
Vermont
$798K -$90.8K -300 -10%
MFW
508
Meristem Family Wealth
Minnesota
$795K -$67.8K -224 -8%
HFM
509
Harvest Fund Management
China
$794K +$497K +1,643 +164%
BTWM
510
Baker Tilly Wealth Management
Wisconsin
$793K -$55.1K -182 -6%
AWS
511
Atria Wealth Solutions
New York
$785K +$790K +2,612 New
RWM
512
Ritholtz Wealth Management
New York
$780K -$65.9K -218 -8%
UFF
513
USA Financial Formulas
Michigan
$767K +$772K +2,553 +127,650%
BFA
514
Brendel Financial Advisors
New Hampshire
$761K
BSW
515
Buckingham Strategic Wealth
Missouri
$760K +$13.3K +44 +2%
BFA
516
BMS Financial Advisors
South Dakota
$756K +$27.5K +91 +4%
CAN
517
Cetera Advisor Networks
California
$755K +$6.05K +20 +0.8%
CFG
518
Citizens Financial Group
Rhode Island
$755K +$276K +913 +57%
HC
519
HNP Capital
New York
$750K -$605 -2 -0.1%
VRM
520
Vectors Research Management
New York
$750K -$605 -2 -0.1%
TCM
521
Teza Capital Management
Illinois
$741K -$301K -994 -29%
GIA
522
Gateway Investment Advisers
Ohio
$730K +$82.6K +273 +13%
FCFC
523
First Commonwealth Financial Corp
Pennsylvania
$729K -$95.9K -317 -12%
PP
524
Prudential plc
United Kingdom
$724K +$729K +2,411 New
PI
525
Pettee Investors
Connecticut
$721K

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.