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Ameriprise Financial

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: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GF
526
Gabelli Funds
New York
$724K
PI
527
Pettee Investors
Connecticut
$724K
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$713K -$1.33M -4,502 -66%
CI Investments Inc
529
CI Investments Inc
Ontario, Canada
$711K -$348K -1,176 -33%
O
530
Ossiam
France
$703K -$128K -432 -16%
SCA
531
Snowden Capital Advisors
New York
$698K -$188K -637 -22%
IAA
532
Independent Advisor Alliance
North Carolina
$685K +$98.8K +334 +17%
SCA
533
Stokes Capital Advisors
South Carolina
$682K +$11.8K +40 +2%
EGM
534
Engineers Gate Manager
New York
$682K +$669K +2,262 New
BRWA
535
B. Riley Wealth Advisors
Florida
$675K +$29.6K +100 +5%
RWA
536
Ropes Wealth Advisors
Massachusetts
$666K
TI
537
Tidal Investments
Wisconsin
$666K +$293K +992 +82%
MPI
538
Mairs & Power Inc
Minnesota
$656K -$55.3K -187 -8%
MME
539
Meag Munich Ergo
Germany
$652K
GIA
540
Gateway Investment Advisers
Ohio
$650K +$170K +575 +36%
BA
541
Bellwether Advisors
Nebraska
$639K +$627K +2,120 New
FMTC
542
Farmers & Merchants Trust Company
California
$631K
AA
543
Ancora Advisors
Ohio
$631K +$296 +1 +0%
KA
544
Kovack Advisors
Florida
$629K +$5.32K +18 +0.9%
AWM
545
AE Wealth Management
Kansas
$627K +$41.7K +141 +7%
EF
546
Empirical Finance
Pennsylvania
$613K +$148K +500 +33%
CI
547
Cavalier Investments
Georgia
$613K +$601K +2,031 New
IWC
548
Integrated Wealth Concepts
Massachusetts
$612K -$60.9K -206 -9%
DADC
549
D.A. Davidson & Co
Montana
$611K +$95.5K +323 +19%
ASA
550
Armstrong Shaw Associates
Connecticut
$609K

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.