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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
551
Wilbanks Smith & Thomas Asset Management
Virginia
$489K
LC
552
Lindbrook Capital
California
$487K +$28.4K +108 +6%
GW
553
GW & Wade
Massachusetts
$485K +$506K +1,924 New
1W
554
1776 Wealth
Georgia
$481K
IAA
555
Independent Advisor Alliance
North Carolina
$475K
FBA
556
Front Barnett Associates
Illinois
$473K
PFPT
557
Pinnacle Financial Partners (Tennessee)
Tennessee
$471K
HSA
558
HBK Sorce Advisory
Pennsylvania
$469K +$489K +1,860 New
Carson Wealth (CWM LLC)
559
Carson Wealth (CWM LLC)
Nebraska
$467K +$25.5K +97 +6%
PCG
560
Prosperity Consulting Group
Maryland
$467K +$487K +1,852 New
EFS
561
Essex Financial Services
Connecticut
$464K -$526 -2 -0.1%
Dodge & Cox
562
Dodge & Cox
California
$460K
SIG
563
Stonegate Investment Group
Alabama
$460K +$8.95K +34 +2%
CGL
564
Clarius Group LLC
Washington
$458K +$36.3K +138 +8%
APP
565
Alpha Paradigm Partners
Illinois
$456K -$21.6K -82 -4%
Vontobel Holding
566
Vontobel Holding
Switzerland
$456K +$10K +38 +2%
DW
567
Domani Wealth
Pennsylvania
$454K
NWM
568
Northcape Wealth Management
New York
$450K
EFL
569
ERn Financial LLC
Wisconsin
$450K +$3.16K +12 +0.7%
BCV
570
Banque Cantonale Vaudoise
Switzerland
$447K
AWM
571
Accel Wealth Management
Iowa
$447K +$1.58K +6 +0.4%
BC
572
Bridgefront Capital
Texas
$444K +$464K +1,763 New
HW
573
Hancock Whitney
Mississippi
$439K -$13.2K -50 -3%
CT
574
Cambridge Trust
Massachusetts
$436K -$73.4K -279 -14%
ONST
575
Old North State Trust
North Carolina
$435K +$454K +1,725 +86,250%

AMP Hedge Fund Activity: Q3 2022 in Review

941 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2022, worth a combined $22.2B — up 4.8% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMP positions and 80 closed out — a net gain of 1 holder — while 305 added to existing stakes and 358 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $85.7M.

  • 941 institutional investors held Ameriprise Financial (AMP) as of Q3 2022, down from 954 in Q2 2022.
  • Funds reported $22.2B of Ameriprise Financial stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 81 funds opened new Ameriprise Financial positions in Q3 2022 and 80 closed out, a net change of +1 holder.
  • The largest Ameriprise Financial buyer in Q3 2022 was Viking Global Investors, an estimated $163M added.
  • The largest Ameriprise Financial seller in Q3 2022 was BlackRock, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.