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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
VI
576
Vestcor Inc
New Brunswick, Canada
$451K -$65.4K -250 -13%
DADC
577
D.A. Davidson & Co
Montana
$450K
JC
578
JBF Capital
Colorado
$449K
AC
579
Allstate Corporation
Illinois
$446K
AWM
580
Accel Wealth Management
Iowa
$445K -$34.5K -132 -7%
GC
581
Grimes & Company
Massachusetts
$444K +$22K +84 +5%
HSA
582
HBK Sorce Advisory
Pennsylvania
$442K -$17.3K -66 -4%
COCM
583
Charter Oak Capital Management
New Hampshire
$437K
WG
584
Winton Group
United Kingdom
$436K -$439K -1,678 -50%
OIA
585
OneDigital Investment Advisors
Kansas
$433K +$4.71K +18 +1%
ATC
586
Argent Trust Co
Tennessee
$428K -$33.5K -128 -7%
Cetera Investment Advisers
587
Cetera Investment Advisers
Illinois
$428K -$9.94K -38 -2%
FPCP
588
Fort Point Capital Partners
California
$425K +$2.62K +10 +0.6%
GBT
589
Grove Bank & Trust
Florida
$423K +$24.9K +95 +6%
CGL
590
Clarius Group LLC
Washington
$422K +$6.8K +26 +2%
PA
591
Profund Advisors
Maryland
$418K -$29.3K -112 -7%
CT
592
Coastline Trust
Rhode Island
$418K
SICM
593
Sustainable Insight Capital Management
New York
$418K
GIA
594
Gateway Investment Advisers
Ohio
$418K +$523 +2 +0.1%
FMLI
595
Fukoku Mutual Life Insurance
Japan
$417K +$62.8K +240 +18%
EWA
596
EP Wealth Advisors
California
$415K +$11.2K +43 +3%
MAM
597
McLean Asset Management
Virginia
$412K +$2.88K +11 +0.8%
KFA
598
Krane Funds Advisors
New York
$409K -$141K -540 -26%
ECM
599
Everence Capital Management
Indiana
$407K +$403K +1,540 New
AIP
600
Ameritas Investment Partners
Nebraska
$405K -$22K -84 -5%

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.