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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
TCPWM
626
Traverso Chambers Private Wealth Management
California
$309K
GCP
627
GSA Capital Partners
United Kingdom
$309K +$313K +1,242 New
WS
628
Wedbush Securities
California
$305K -$5.04K -20 -2%
PCS
629
Personal CFO Solutions
New Jersey
$303K -$25.7K -102 -8%
EI
630
Ellevest Inc
New York
$302K -$9.83K -39 -3%
KCM
631
Kathmere Capital Management
Pennsylvania
$299K
WC
632
Weil Company
California
$299K
AssetMark Inc
633
AssetMark Inc
California
$297K -$18.7K -74 -6%
DBT
634
Dubuque Bank & Trust
Iowa
$295K -$552K -2,191 -65%
JF
635
Jump Financial
Illinois
$294K +$298K +1,181 New
SS
636
Sunbelt Securities
Texas
$292K -$4.54K -18 -1%
BG
637
Benedetti & Gucer
Georgia
$286K
BP
638
Ballentine Partners
Massachusetts
$286K +$504 +2 +0.2%
IC
639
Intersect Capital
California
$285K +$11.6K +46 +4%
KP
640
Keel Point
Alabama
$283K +$3.02K +12 +1%
CCFCSB
641
Cape Cod Five Cents Savings Bank
Massachusetts
$283K +$287K +1,137 New
DMBA
642
Deseret Mutual Benefit Administrators
Utah
$283K +$287K +1,137 New
SF
643
Summit Financial
New Jersey
$283K +$286K +1,136 New
KS
644
Karpas Strategies
Connecticut
$279K
PA
645
Parallel Advisors
California
$278K -$15.1K -60 -5%
CCM
646
Coldstream Capital Management
Washington
$278K +$3.02K +12 +1%
APW
647
Aurora Private Wealth
New Jersey
$277K +$5.29K +21 +2%
ST
648
Spinnaker Trust
Maine
$276K -$3.53K -14 -1%
ONST
649
Old North State Trust
North Carolina
$275K -$15.6K -62 -5%
HH
650
Hilltop Holdings
Texas
$274K -$10.8K -43 -4%

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.