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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
MAFM
551
Mid Atlantic Financial Management
Pennsylvania
$470K +$2.77K +11 +0.6%
TW
552
Transform Wealth
Colorado
$468K
SF
553
Synovus Financial
Georgia
$468K +$3.02K +12 +0.6%
EFS
554
Essex Financial Services
Connecticut
$459K +$465K +1,843 New
FWIA
555
Fort Washington Investment Advisors
Ohio
$456K
Dodge & Cox
556
Dodge & Cox
California
$455K
AWM
557
Accel Wealth Management
Iowa
$452K +$1.76K +7 +0.4%
PCM
558
Pointe Capital Management
Michigan
$450K
DW
559
Domani Wealth
Pennsylvania
$448K -$151K -600 -25%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$442K
CFG
561
Citizens Financial Group
Rhode Island
$439K -$7.56K -30 -2%
BC
562
Bridgefront Capital
Texas
$437K +$73.1K +290 +20%
ATC
563
Argent Trust Co
Tennessee
$435K -$10.1K -40 -2%
HSA
564
HBK Sorce Advisory
Pennsylvania
$433K -$28K -111 -6%
EP
565
Eudaimonia Partners
Tennessee
$432K +$14.6K +58 +3%
CA
566
Cetera Advisors
Colorado
$430K -$68.1K -270 -14%
OTPPB
567
Ontario Teachers' Pension Plan Board
Ontario, Canada
$429K -$1.35M -5,362 -76%
MCM
568
Manchester Capital Management
Vermont
$425K
DADC
569
D.A. Davidson & Co
Montana
$424K
JC
570
JBF Capital
Colorado
$423K
PA
571
Profund Advisors
Maryland
$420K -$22.7K -90 -5%
AC
572
Allstate Corporation
Illinois
$420K
Squarepoint
573
Squarepoint
New York
$418K +$423K +1,679 New
Cetera Investment Advisers
574
Cetera Investment Advisers
Illinois
$412K -$64.5K -256 -13%
COCM
575
Charter Oak Capital Management
New Hampshire
$412K

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.