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Ameriprise Financial
AMP

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6% → 81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954 → 941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$163M
2
JP Morgan Chase
JP Morgan Chase
New York
+$83.8M
3
Millennium Management
Millennium Management
New York
+$36.2M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.7M
5
GC
Gillson Capital
Illinois
+$24M

Top Sellers

1
BlackRock
BlackRock
New York
-$85.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$83.8M
3
Invesco
Invesco
Georgia
-$71.1M
4
American Century Companies
American Century Companies
Missouri
-$58.8M
5
LAM
Lyrical Asset Management
New York
-$50.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
601
Estabrook Capital Management
New York
$381K +$2.89K +11 +0.7%
DLA
602
Douglas Lane & Associates
New York
$380K -$395K -1,500 -50%
CAG
603
Csenge Advisory Group
Florida
$379K -$3.68K -14 -0.9%
MGIA
604
Moneta Group Investment Advisors
Missouri
$376K -$98.9K -376 -20%
FWIA
605
Fort Washington Investment Advisors
Ohio
$375K -$19.7K -75 -5%
EGA
606
Eagle Global Advisors
Texas
$373K -$2.63K -10 -0.7%
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$371K -$8.16K -31 -2%
CBA
608
Coastal Bridge Advisors
Connecticut
$371K +$789 +3 +0.2%
IA
609
IFP Advisors
Florida
$370K +$118K +447 +22%
AP
610
Appleton Partners
Massachusetts
$368K -$19.7K -75 -5%
FFM
611
Forum Financial Management
Illinois
$368K – – –
EW
612
Enzi Wealth
Texas
$368K +$292K +1,110 New
BP
613
Ballentine Partners
Massachusetts
$366K +$52.6K +200 +16%
MAM
614
McLean Asset Management
Virginia
$364K +$1.84K +7 +0.5%
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$364K +$28.9K +110 +8%
LNC
616
Lincoln National Corp
Pennsylvania
$364K +$43.7K +166 +13%
DCBT
617
Dakota Community Bank & Trust
North Dakota
$364K +$380K +1,445 New
EDRH
618
Edmond de Rothschild Holding
Switzerland
$363K – – –
LWM
619
Lyell Wealth Management
California
$358K -$3.16K -12 -0.8%
RWP
620
RWA Wealth Partners
Massachusetts
$358K – – –
VAS
621
Vestmark Advisory Solutions
Massachusetts
$356K -$263 -1 -0.1%
QIM
622
Quantitative Investment Management
Virginia
$354K +$370K +1,406 New
WSCM
623
Wellington Shields Capital Management
New York
$353K – – –
CG
624
Caprock Group
Idaho
$352K +$11.1K +42 +3%
KWM
625
Kolinsky Wealth Management
New Jersey
$349K +$1.58K +6 +0.4%
23 24
25
26 27

AMP Hedge Fund Activity: Q3 2022 in Review

941 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2022, worth a combined $22.2B — up 4.8% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMP positions and 80 closed out — a net gain of 1 holder — while 305 added to existing stakes and 358 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $85.7M.

  • 941 institutional investors held Ameriprise Financial (AMP) as of Q3 2022, down from 954 in Q2 2022.
  • Funds reported $22.2B of Ameriprise Financial stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 81 funds opened new Ameriprise Financial positions in Q3 2022 and 80 closed out, a net change of +1 holder.
  • The largest Ameriprise Financial buyer in Q3 2022 was Viking Global Investors, an estimated $163M added.
  • The largest Ameriprise Financial seller in Q3 2022 was BlackRock, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.