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Ameriprise Financial

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: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
576
Gibraltar Capital Management
Oklahoma
$543K -$268K -906 -33%
DW
577
Domani Wealth
Pennsylvania
$543K
NWM
578
Northcape Wealth Management
New York
$543K +$532K +1,800 New
Cetera Investment Advisers
579
Cetera Investment Advisers
Illinois
$539K +$49.1K +166 +10%
BCV
580
Banque Cantonale Vaudoise
Switzerland
$535K
CWM
581
Congress Wealth Management
Massachusetts
$532K +$521K +1,761 New
EFL
582
ERn Financial LLC
Wisconsin
$528K
PA
583
Profund Advisors
Maryland
$525K +$47.3K +160 +10%
PCM
584
Pointe Capital Management
Michigan
$520K -$25.7K -87 -5%
FC
585
FORA Capital
Florida
$514K +$504K +1,703 New
AWM
586
Accel Wealth Management
Iowa
$513K +$5.32K +18 +1%
HSA
587
HBK Sorce Advisory
Pennsylvania
$507K +$1.77K +6 +0.4%
OIA
588
OneDigital Investment Advisors
Kansas
$504K +$9.76K +33 +2%
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$502K -$107K -362 -18%
AP
590
Appleton Partners
Massachusetts
$500K -$34K -115 -6%
COCM
591
Charter Oak Capital Management
New Hampshire
$499K
MWM
592
Modera Wealth Management
New Jersey
$498K +$487K +1,648 New
CGL
593
Clarius Group LLC
Washington
$497K +$14.5K +49 +3%
FMLI
594
Fukoku Mutual Life Insurance
Japan
$492K +$14.8K +50 +3%
FPCP
595
Fort Point Capital Partners
California
$487K +$1.48K +5 +0.3%
HCMG
596
Howard Capital Management Group
California
$485K +$63.3K +214 +15%
ATC
597
Argent Trust Co
Tennessee
$484K -$4.73K -16 -1%
CFG
598
Citizens Financial Group
Rhode Island
$483K -$43.8K -148 -8%
GBT
599
Grove Bank & Trust
Florida
$483K
GC
600
Grimes & Company
Massachusetts
$482K -$24.8K -84 -5%

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.