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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
EWS
601
Evergreen Wealth Solutions
Pennsylvania
$481K +$472K +1,596 New
CT
602
Coastline Trust
Rhode Island
$478K
FWIA
603
Fort Washington Investment Advisors
Ohio
$472K -$79.6K -269 -15%
EI
604
Ellevest Inc
New York
$471K +$59.2K +200 +15%
HW
605
Hancock Whitney
Mississippi
$468K +$16.6K +56 +4%
OPA
606
Old Port Advisors
Maine
$463K +$36.4K +123 +9%
BAM
607
Belpointe Asset Management
Nevada
$460K +$27.8K +94 +7%
WA
608
WESPAC Advisors
California
$457K -$88.4K -299 -16%
IC
609
Intersect Capital
California
$453K +$25.1K +85 +6%
ECM
610
Estabrook Capital Management
New York
$452K
CP
611
CenterBook Partners
Connecticut
$450K +$441K +1,491 New
EGA
612
Eagle Global Advisors
Texas
$449K
SI
613
Stephens Inc
Arkansas
$449K +$161K +545 +58%
TW
614
Transform Wealth
Colorado
$444K -$71.9K -243 -14%
TAM
615
Tocqueville Asset Management
New York
$443K -$154K -520 -26%
AIP
616
Ameritas Investment Partners
Nebraska
$443K -$19.2K -65 -4%
FFM
617
Forum Financial Management
Illinois
$443K +$434K +1,468 New
CBA
618
Coastal Bridge Advisors
Connecticut
$442K +$887 +3 +0.2%
SB
619
Sunflower Bank
Texas
$441K +$7.69K +26 +2%
MAM
620
McLean Asset Management
Virginia
$433K -$20.1K -68 -5%
PFS
621
Prospera Financial Services
Texas
$425K +$25.4K +86 +7%
VI
622
Vestcor Inc
New Brunswick, Canada
$424K -$90.2K -305 -18%
FFN
623
Focus Financial Network
Minnesota
$423K +$25.7K +87 +7%
WSCM
624
Wellington Shields Capital Management
New York
$422K
OWA
625
One Wealth Advisors
California
$421K -$260K -879 -39%

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.