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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
IAN
501
Integrated Advisors Network
Texas
$687K -$526 -2 -0.1%
NEI
502
Northwest & Ethical Investments
Ontario, Canada
$675K -$19.2K -73 -3%
CF
503
Copperwynd Financial
Arizona
$672K -$30.3K -115 -4%
BSW
504
Buckingham Strategic Wealth
Missouri
$668K +$29.7K +113 +4%
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$667K +$696K +2,647 +264,700%
FA
506
FDx Advisors
Illinois
$656K -$227K -861 -25%
BFA
507
BMS Financial Advisors
South Dakota
$651K -$22.4K -85 -3%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$649K -$22.1K -84 -3%
PT
509
Plimoth Trust
Massachusetts
$645K -$13.2K -50 -2%
HWM
510
HB Wealth Management
Georgia
$642K +$145K +550 +28%
BFA
511
Brendel Financial Advisors
New Hampshire
$638K
WFA
512
Wipfli Financial Advisors
Wisconsin
$633K +$661K +2,512 New
Fayez Sarofim & Co
513
Fayez Sarofim & Co
Texas
$632K -$52.6K -200 -7%
CA
514
Cetera Advisors
Colorado
$630K +$130K +495 +25%
HC
515
HNP Capital
New York
$628K -$1.58K -6 -0.2%
VRM
516
Vectors Research Management
New York
$628K -$1.58K -6 -0.2%
RWA
517
Ropes Wealth Advisors
Massachusetts
$615K +$61.6K +234 +11%
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$612K -$1.32K -5 -0.2%
Jennison Associates
519
Jennison Associates
New York
$605K -$1.38M -5,226 -69%
PI
520
Pettee Investors
Connecticut
$605K
GIA
521
Gladstone Institutional Advisory
Florida
$599K -$111K -423 -15%
HF
522
HRT Financial
New York
$596K -$1.21M -4,614 -66%
PIM
523
Penobscot Investment Management
Massachusetts
$596K
OIA
524
OneDigital Investment Advisors
Kansas
$591K +$263 +1 +0%
EWS
525
Evergreen Wealth Solutions
Pennsylvania
$587K +$173K +659 +39%

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.