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Ameriprise Financial

890 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.31B)

1% more funds holding

Funds holding: 882890 (+8)

0.45% less ownership

Funds ownership: 82.53%82.09% (-0.45%)

13% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $40.3M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 350

Holders
890
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
265
Reduced
350
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
526
Simplex Trading
Illinois
$549K +$301K +1,195 +118%
SCA
527
Stokes Capital Advisors
South Carolina
$539K +$546K +2,165 New
IWC
528
Integrated Wealth Concepts
Massachusetts
$537K +$7.56K +30 +1%
BFM
529
Boston Financial Management
Massachusetts
$530K
EOJOAM
530
E. Ohman J:or Asset Management
Sweden
$523K
AA
531
Ancora Advisors
Ohio
$521K
FMTC
532
Farmers & Merchants Trust Company
California
$521K
KFA
533
Krane Funds Advisors
New York
$520K +$37.8K +150 +8%
Nomura Holdings
534
Nomura Holdings
Japan
$514K +$520K +2,062 New
AIL
535
AGF Investments LLC
Ontario, Canada
$512K -$96.5K -383 -16%
ASA
536
Armstrong Shaw Associates
Connecticut
$503K
FBA
537
Front Barnett Associates
Illinois
$498K
Arrowstreet Capital
538
Arrowstreet Capital
Massachusetts
$498K +$504K +2,000 New
AWM
539
AE Wealth Management
Kansas
$495K -$13.6K -54 -3%
FQ
540
First Quadrant
California
$491K
VI
541
Vestcor Inc
New Brunswick, Canada
$488K -$54.4K -216 -10%
AP
542
Appleton Partners
Massachusetts
$487K -$111K -441 -18%
1W
543
1776 Wealth
Georgia
$482K
LSAG
544
Lake Street Advisors Group
New Hampshire
$480K +$29.7K +118 +7%
IA
545
IndexIQ Advisors
New York
$478K +$8.57K +34 +2%
TCM
546
Teza Capital Management
Illinois
$478K +$484K +1,919 New
GT
547
Greenleaf Trust
Michigan
$477K +$16.1K +64 +3%
IA
548
Insight Advisors
Pennsylvania
$475K +$1.26K +5 +0.3%
BRWA
549
B. Riley Wealth Advisors
Florida
$473K -$334K -1,326 -41%
UB
550
UMB Bank
Missouri
$470K

AMP Hedge Fund Activity: Q2 2021 in Review

890 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2021, worth a combined $23.6B — up 5.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 69 closed out — a net gain of 19 holders — while 265 added to existing stakes and 350 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 890 institutional investors held Ameriprise Financial (AMP) as of Q2 2021, up from 882 in Q1 2021.
  • Funds reported $23.6B of Ameriprise Financial stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q2 2021 and 69 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q2 2021 was Viking Global Investors, an estimated $174M added.
  • The largest Ameriprise Financial seller in Q2 2021 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.