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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
PCM
601
Prelude Capital Management
New York
$353K +$357K +1,417 New
EWM
602
Evermay Wealth Management
Virginia
$352K -$52.4K -208 -13%
IC
603
IEQ Capital
California
$352K +$82.2K +326 +30%
TIM
604
Thompson Investment Management
Wisconsin
$349K
OAM
605
Optimal Asset Management
California
$348K
WSCM
606
Wellington Shields Capital Management
New York
$348K
HCMG
607
Howard Capital Management Group
California
$347K
IAA
608
Independent Advisor Alliance
North Carolina
$343K -$766K -3,038 -69%
MAM
609
McLean Asset Management
Virginia
$339K
RWP
610
RWA Wealth Partners
Massachusetts
$339K
OPA
611
Old Port Advisors
Maine
$333K -$76.9K -305 -18%
FMLI
612
Fukoku Mutual Life Insurance
Japan
$333K
GIA
613
Gladstone Institutional Advisory
Florida
$330K +$334K +1,326 New
SB
614
Sunflower Bank
Texas
$329K +$27.5K +109 +9%
PCM
615
Perritt Capital Management
Illinois
$328K -$14.4K -57 -4%
CFN
616
Cordasco Financial Network
Florida
$324K -$126K -500 -28%
FFN
617
Focus Financial Network
Minnesota
$324K +$28.2K +112 +9%
GAM
618
Guinness Asset Management
United Kingdom
$321K +$80.7K +320 +33%
BCM
619
Bayesian Capital Management
New York
$320K +$324K +1,285 New
MAM
620
Meeder Asset Management
Ohio
$318K -$75.9K -301 -19%
SWP
621
Stratos Wealth Partners
Ohio
$317K -$4.54K -18 -1%
BBA
622
BLB&B Advisors
Pennsylvania
$317K
CWM
623
Chesapeake Wealth Management
Virginia
$311K -$63K -250 -17%
SIM
624
Sentry Investment Management
Wisconsin
$311K
DJSG
625
D.J. St. Germain
Massachusetts
$310K -$10.1K -40 -3%

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.