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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
PFPT
651
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K +$77.2K +295 +34%
DJSG
652
D.J. St. Germain
Massachusetts
$309K -$19.6K -75 -6%
BP
653
Ballentine Partners
Massachusetts
$307K +$3.66K +14 +1%
CWM
654
Chesapeake Wealth Management
Virginia
$305K -$24.9K -95 -8%
TAM
655
Trust Asset Management
Texas
$305K +$19.4K +74 +7%
TIM
656
Thompson Investment Management
Wisconsin
$304K -$65.4K -250 -18%
KP
657
Keel Point
Alabama
$304K +$3.92K +15 +1%
CCFCSB
658
Cape Cod Five Cents Savings Bank
Massachusetts
$301K +$262 +1 +0.1%
BB
659
Busey Bank
Illinois
$300K +$297K +1,134 New
AssetMark Inc
660
AssetMark Inc
California
$298K -$17.8K -68 -6%
CG
661
Caprock Group
Idaho
$295K +$14.1K +54 +5%
APW
662
Aurora Private Wealth
New Jersey
$294K +$262 +1 +0.1%
SS
663
Sunbelt Securities
Texas
$292K
HH
664
Hilltop Holdings
Texas
$291K +$785 +3 +0.3%
FBFS
665
First Business Financial Services
Wisconsin
$289K +$20.4K +78 +8%
SIM
666
Sentry Investment Management
Wisconsin
$288K -$41.6K -159 -13%
ST
667
Spinnaker Trust
Maine
$287K -$5.75K -22 -2%
CA
668
Clearstead Advisors
Ohio
$287K +$32.4K +124 +13%
CCM
669
Compton Capital Management
Rhode Island
$283K
SS
670
Simplicity Solutions
Minnesota
$283K +$41.3K +158 +17%
CCA
671
Checchi Capital Advisers
California
$282K -$3.92K -15 -1%
FBT
672
First Bank & Trust
South Dakota
$282K +$13.1K +50 +5%
WAM
673
Wakefield Asset Management
Colorado
$279K -$3.4K -13 -1%
EWM
674
EPG Wealth Management
Georgia
$279K +$12.8K +49 +5%
BDF
675
Balasa Dinverno & Foltz
$278K

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.