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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
CAG
576
Csenge Advisory Group
Florida
$408K +$58K +230 +16%
OIA
577
OneDigital Investment Advisors
Kansas
$403K +$3.78K +15 +0.9%
AIP
578
Ameritas Investment Partners
Nebraska
$402K
FPCP
579
Fort Point Capital Partners
California
$398K
GC
580
Grimes & Company
Massachusetts
$398K
S
581
SignatureFD
Georgia
$396K +$68.8K +273 +21%
CT
582
Coastline Trust
Rhode Island
$395K -$10.1K -40 -2%
SICM
583
Sustainable Insight Capital Management
New York
$394K +$6.55K +26 +2%
VAS
584
Vestmark Advisory Solutions
Massachusetts
$394K +$24.2K +96 +6%
BCM
585
Brookstone Capital Management
Illinois
$393K -$24.5K -97 -6%
GIA
586
Gateway Investment Advisers
Ohio
$393K -$16.4K -65 -4%
CGL
587
Clarius Group LLC
Washington
$391K +$4.54K +18 +1%
TC
588
TownSquare Capital
Utah
$382K +$7.31K +29 +2%
EWA
589
EP Wealth Advisors
California
$380K +$32.8K +130 +9%
KFP
590
KMG Fiduciary Partners
Ohio
$377K
GBT
591
Grove Bank & Trust
Florida
$375K -$1.51K -6 -0.4%
HW
592
Hancock Whitney
Mississippi
$374K +$16.1K +64 +4%
ECM
593
Estabrook Capital Management
New York
$373K -$25.2K -100 -6%
EGA
594
Eagle Global Advisors
Texas
$368K
BBNA
595
Bremer Bank National Association
Minnesota
$366K -$9.83K -39 -3%
LWM
596
Lyell Wealth Management
California
$364K +$21.9K +87 +6%
CBA
597
Coastal Bridge Advisors
Connecticut
$363K +$756 +3 +0.2%
EF
598
Empirical Finance
Pennsylvania
$361K +$42.6K +169 +13%
B
599
BP
United Kingdom
$360K
APA
600
American Portfolios Advisors
New York
$355K +$281K +1,113 +357%

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.