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Ameriprise Financial

923 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 44

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

4% more funds holding

Funds holding: 890923 (+33)

4% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $43.5M

4% more capital invested

Capital invested by funds: $23.6B → $24.5B (+$893M)

0.22% less ownership

Funds ownership: 82.09%81.87% (-0.22%)

12% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 337

Holders
923
Holders Change
+33
Holders Change %
+3.71%
% of All Funds
16.16%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
86
Increased
297
Reduced
337
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
551
AGF Investments LLC
Ontario, Canada
$503K -$39.5K -151 -7%
PDN
552
Pensionfund DSM Netherlands
Netherlands
$502K -$3.06M -11,700 -86%
BCM
553
Brookstone Capital Management
Illinois
$500K +$57.3K +219 +14%
CA
554
Cetera Advisors
Colorado
$499K +$43.2K +165 +10%
Walleye Trading
555
Walleye Trading
New York
$498K +$366K +1,398 +288%
MAFM
556
Mid Atlantic Financial Management
Pennsylvania
$497K -$1.83K -7 -0.4%
SF
557
Synovus Financial
Georgia
$491K -$8.11K -31 -2%
GT
558
Greenleaf Trust
Michigan
$487K -$18.3K -70 -4%
EFS
559
Essex Financial Services
Connecticut
$487K
FWIA
560
Fort Washington Investment Advisors
Ohio
$484K
ARC
561
Advisor Resource Council
Texas
$483K -$225K -859 -32%
UB
562
UMB Bank
Missouri
$483K -$15.7K -60 -3%
Dodge & Cox
563
Dodge & Cox
California
$483K
WA
564
WESPAC Advisors
California
$479K +$196K +748 +70%
PCM
565
Pointe Capital Management
Michigan
$478K
DW
566
Domani Wealth
Pennsylvania
$475K
CAG
567
Csenge Advisory Group
Florida
$470K +$32.2K +123 +8%
BCV
568
Banque Cantonale Vaudoise
Switzerland
$469K
AP
569
Appleton Partners
Massachusetts
$468K -$47.9K -183 -9%
CFG
570
Citizens Financial Group
Rhode Island
$462K -$3.92K -15 -0.9%
EFL
571
ERn Financial LLC
Wisconsin
$462K +$458K +1,750 New
EP
572
Eudaimonia Partners
Tennessee
$456K -$2.09K -8 -0.5%
S
573
SignatureFD
Georgia
$456K +$35.6K +136 +9%
TW
574
Transform Wealth
Colorado
$453K -$42.6K -163 -9%
JAG
575
Journey Advisory Group
Kentucky
$453K +$184K +703 +70%

AMP Hedge Fund Activity: Q3 2021 in Review

923 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2021, worth a combined $24.5B — up 3.8% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AMP positions and 44 closed out — a net gain of 42 holders — while 297 added to existing stakes and 337 trimmed.

The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $136M. The largest seller was Bank of Montreal, cutting an estimated $82M.

  • 923 institutional investors held Ameriprise Financial (AMP) as of Q3 2021, up from 890 in Q2 2021.
  • Funds reported $24.5B of Ameriprise Financial stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q3 2021 and 44 closed out, a net change of +42 holders.
  • The largest Ameriprise Financial buyer in Q3 2021 was Bain Capital Public Equity Management II, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q3 2021 was Bank of Montreal, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.