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Ameriprise Financial
AMP

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: 13 → 14 (+1)

7% more funds holding

Funds holding: 923 → 985 (+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

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$181M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$59.2M
4
Barclays
Barclays
United Kingdom
+$56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$297M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$47.7M
4
LAM
Lyrical Asset Management
New York
-$46.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$42.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
1W
551
1776 Wealth
Georgia
$606K +$14.2K +48 +2%
FQ
552
First Quadrant
California
$595K – – –
EAM
553
Empirical Asset Management
Massachusetts
$595K +$584K +1,974 New
PCM
554
Pennsylvania Capital Management
Pennsylvania
$592K – – –
JAG
555
Journey Advisory Group
Kentucky
$591K +$72.8K +246 +14%
CCM
556
Coldstream Capital Management
Washington
$591K +$580K +1,960 New
PCM
557
Prelude Capital Management
New York
$590K +$579K +1,956 New
CA
558
Cetera Advisors
Colorado
$583K +$12.4K +42 +2%
S
559
SignatureFD
Georgia
$582K +$59.5K +201 +12%
DA
560
Duality Advisers
Florida
$582K +$571K +1,930 New
FBA
561
Front Barnett Associates
Illinois
$581K -$22.2K -75 -4%
SIG
562
Stonegate Investment Group
Alabama
$576K +$564K +1,908 New
PDN
563
Pensionfund DSM Netherlands
Netherlands
$573K – – –
IRF
564
IBM Retirement Fund
New York
$572K -$416K -1,407 -43%
IA
565
IndexIQ Advisors
New York
$572K -$32.2K -109 -5%
SF
566
Synovus Financial
Georgia
$572K +$13.6K +46 +2%
GT
567
Greenleaf Trust
Michigan
$569K +$11.8K +40 +2%
IC
568
IEQ Capital
California
$563K -$42.3K -143 -7%
FIM
569
Freedom Investment Management
Connecticut
$559K -$21K -71 -4%
EFS
570
Essex Financial Services
Connecticut
$556K – – –
IA
571
Insight Advisors
Pennsylvania
$556K – – –
EWA
572
EP Wealth Advisors
California
$556K +$80.7K +273 +17%
BAS
573
Brown Advisory Securities
Maryland
$551K -$543K -1,835 -50%
Dodge & Cox
574
Dodge & Cox
California
$551K – – –
LC
575
Lindbrook Capital
California
$546K +$243K +823 +83%
21 22
23
24 25

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.