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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
YIA
651
YHB Investment Advisors
Connecticut
$363K +$50.3K +170 +16%
WC
652
Weil Company
California
$362K
AAM
653
Aureus Asset Management
Massachusetts
$359K -$15.7K -53 -4%
KP
654
Keel Point
Alabama
$359K +$12.1K +41 +4%
TCA
655
Transcend Capital Advisors
New Jersey
$359K +$352K +1,190 New
AP
656
Americana Partners
Texas
$357K
WS
657
Wedbush Securities
California
$355K -$21.9K -74 -6%
DBT
658
Dubuque Bank & Trust
Iowa
$355K -$2.96K -10 -0.8%
CA
659
Clearstead Advisors
Ohio
$355K +$27.5K +93 +9%
BW
660
Basepoint Wealth
Iowa
$353K +$346K +1,171 New
DJSG
661
D.J. St. Germain
Massachusetts
$353K
MG
662
Mather Group
Illinois
$353K +$85.2K +288 +33%
E
663
Ergoteles
New York
$348K -$6.67M -22,549 -95%
CWM
664
Chesapeake Wealth Management
Virginia
$348K
TIM
665
Thompson Investment Management
Wisconsin
$348K
TAM
666
Trust Asset Management
Texas
$348K
BG
667
Benedetti & Gucer
Georgia
$346K -$40.2K -136 -11%
CCA
668
Checchi Capital Advisers
California
$345K +$23.1K +78 +7%
SS
669
Sunbelt Securities
Texas
$344K -$27.2K -92 -8%
CCFCSB
670
Cape Cod Five Cents Savings Bank
Massachusetts
$343K
APW
671
Aurora Private Wealth
New Jersey
$341K +$5.62K +19 +2%
PFPT
672
Pinnacle Financial Partners (Tennessee)
Tennessee
$340K -$13.9K -47 -4%
KS
673
Karpas Strategies
Connecticut
$338K
WAM
674
Wakefield Asset Management
Colorado
$335K +$15.7K +53 +5%
AssetMark Inc
675
AssetMark Inc
California
$333K -$6.51K -22 -2%

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.