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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
VAS
626
Vestmark Advisory Solutions
Massachusetts
$356K -$61.7K -236 -15%
PCM
627
Perritt Capital Management
Illinois
$356K +$7.85K +30 +2%
BBA
628
BLB&B Advisors
Pennsylvania
$356K +$19.6K +75 +6%
JAM
629
Jupiter Asset Management
United Kingdom
$353K -$8.61M -32,905 -96%
FFN
630
Focus Financial Network
Minnesota
$348K +$3.92K +15 +1%
KS
631
Karpas Strategies
Connecticut
$345K
MAM
632
Meeder Asset Management
Ohio
$345K +$7.59K +29 +2%
SWP
633
Stratos Wealth Partners
Ohio
$345K +$8.37K +32 +3%
CFN
634
Cordasco Financial Network
Florida
$343K
CS
635
Comerica Securities
Michigan
$342K -$367K -1,404 -52%
BG
636
Benedetti & Gucer
Georgia
$339K +$35.6K +136 +12%
DT
637
Diversified Trust
Tennessee
$339K +$335K +1,282 New
AG
638
AIA Group
Hong Kong
$336K +$83.7K +320 +34%
SLT
639
St Louis Trust
Missouri
$335K +$332K +1,268 New
WS
640
Wedbush Securities
California
$330K +$6.8K +26 +2%
AAM
641
Aureus Asset Management
Massachusetts
$328K -$454K -1,734 -58%
TCPWM
642
Traverso Chambers Private Wealth Management
California
$328K
SM
643
Sciencast Management
New Jersey
$324K +$307K +1,175 New
PA
644
Parallel Advisors
California
$322K +$27.2K +104 +9%
TI
645
Tidal Investments
Wisconsin
$322K +$76.1K +291 +31%
SAM
646
Shell Asset Management
Netherlands
$320K -$1.48M -5,662 -82%
WC
647
Weil Company
California
$317K
DBT
648
Dubuque Bank & Trust
Iowa
$313K
ONST
649
Old North State Trust
North Carolina
$313K +$20.7K +79 +7%
AP
650
Americana Partners
Texas
$313K +$310K +1,186 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.