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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
PIM
526
Penobscot Investment Management
Massachusetts
$711K -$79.6K -263 -10%
IC
527
IEQ Capital
California
$708K +$148K +490 +26%
IAA
528
Independent Advisor Alliance
North Carolina
$702K +$20.3K +67 +3%
SS
529
Simplicity Solutions
Minnesota
$696K -$41.1K -136 -6%
LAM
530
L2 Asset Management
Massachusetts
$693K -$675K -2,230 -49%
PP
531
PDT Partners
New York
$691K +$696K +2,300 New
VIA
532
Vident Investment Advisory
Georgia
$685K -$1.3M -4,313 -65%
BRWA
533
B. Riley Wealth Advisors
Florida
$685K +$12.7K +42 +2%
T
534
TNF
Montana
$683K +$303 +1 +0%
SCA
535
Stokes Capital Advisors
South Carolina
$682K +$3.02K +10 +0.4%
EF
536
Empirical Finance
Pennsylvania
$675K +$64.7K +214 +11%
O
537
Ossiam
France
$673K -$26.9K -89 -4%
CT
538
Cambridge Trust
Massachusetts
$672K -$385K -1,273 -36%
RWA
539
Ropes Wealth Advisors
Massachusetts
$663K
GT
540
Greenleaf Trust
Michigan
$663K +$97.7K +323 +17%
CI
541
Cavalier Investments
Georgia
$654K +$44.2K +146 +7%
DADC
542
D.A. Davidson & Co
Montana
$654K +$46K +152 +8%
MPI
543
Mairs & Power Inc
Minnesota
$653K
AW
544
Apricus Wealth
South Carolina
$647K -$331K -1,093 -34%
MAM
545
Meeder Asset Management
Ohio
$641K +$646K +2,135 New
KA
546
Kovack Advisors
Florida
$639K +$13K +43 +2%
Vontobel Holding
547
Vontobel Holding
Switzerland
$635K -$478K -1,581 -44%
Simplex Trading
548
Simplex Trading
Illinois
$632K -$199K -658 -24%
FMTC
549
Farmers & Merchants Trust Company
California
$628K
WWM
550
Western Wealth Management
Colorado
$627K +$631K +2,086 New

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.