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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
EF
601
Empirical Finance
Pennsylvania
$405K +$21.2K +81 +6%
LAM
602
L2 Asset Management
Massachusetts
$404K -$1.57M -6,002 -80%
TI
603
Trexquant Investment
Connecticut
$402K -$2.77M -10,574 -87%
KFP
604
KMG Fiduciary Partners
Ohio
$400K
NB
605
Northwest Bancshares
Pennsylvania
$398K -$576K -2,203 -59%
ECM
606
Estabrook Capital Management
New York
$396K
HW
607
Hancock Whitney
Mississippi
$395K -$1.31K -5 -0.3%
EGA
608
Eagle Global Advisors
Texas
$394K +$2.62K +10 +0.7%
LWM
609
Lyell Wealth Management
California
$387K
CBA
610
Coastal Bridge Advisors
Connecticut
$386K +$785 +3 +0.2%
BBNA
611
Bremer Bank National Association
Minnesota
$383K -$5.23K -20 -1%
SB
612
Sunflower Bank
Texas
$379K +$30.1K +115 +9%
BAM
613
Belpointe Asset Management
Nevada
$378K +$248K +947 +196%
MS
614
Maven Securities
Jersey
$376K +$372K +1,422 New
IC
615
Intersect Capital
California
$375K +$71.4K +273 +24%
BC
616
Bridgefront Capital
Texas
$371K -$91.8K -351 -20%
OAM
617
Optimal Asset Management
California
$370K
WSCM
618
Wellington Shields Capital Management
New York
$370K
HCMG
619
Howard Capital Management Group
California
$368K
RWP
620
RWA Wealth Partners
Massachusetts
$366K +$6.54K +25 +2%
OPA
621
Old Port Advisors
Maine
$362K -$5.49K -21 -2%
EI
622
Ellevest Inc
New York
$360K +$38.5K +147 +12%
KCM
623
Kathmere Capital Management
Pennsylvania
$358K +$39.8K +152 +13%
OPS
624
Orion Portfolio Solutions
Nebraska
$357K +$135K +516 +62%
PFS
625
Prospera Financial Services
Texas
$357K +$346K +1,321 New

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.