We are live on ! Find out more
AMP icon

Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
651
Tidal Investments
Wisconsin
$388K -$277K -916 -41%
BP
652
Ballentine Partners
Massachusetts
$384K +$15.7K +52 +4%
CCA
653
Checchi Capital Advisers
California
$383K +$39.6K +131 +11%
TW
654
Transform Wealth
Colorado
$379K -$63.5K -210 -14%
KFP
655
KMG Fiduciary Partners
Ohio
$378K
WAM
656
Wakefield Asset Management
Colorado
$378K +$44.2K +146 +13%
VFA
657
Valeo Financial Advisors
Indiana
$376K +$174K +576 +85%
AA
658
ALPS Advisors
Colorado
$375K +$378K +1,250 New
IWA
659
IBEX Wealth Advisors
New Jersey
$374K +$87.4K +289 +30%
Carson Wealth (CWM LLC)
660
Carson Wealth (CWM LLC)
Nebraska
$374K +$131K +432 +53%
TCPWM
661
Traverso Chambers Private Wealth Management
California
$373K
KP
662
Keel Point
Alabama
$367K +$9.38K +31 +3%
QI
663
Qtron Investments
Massachusetts
$367K +$370K +1,222 New
TMAM
664
Tokio Marine Asset Management
Japan
$366K +$64.7K +214 +21%
OPS
665
Orion Portfolio Solutions
Nebraska
$362K -$44.2K -146 -11%
SICM
666
Sustainable Insight Capital Management
New York
$361K
WC
667
Weil Company
California
$360K
AP
668
Americana Partners
Texas
$356K +$4.24K +14 +1%
DBT
669
Dubuque Bank & Trust
Iowa
$354K
MG
670
Mather Group
Illinois
$352K +$303 +1 +0.1%
DJSG
671
D.J. St. Germain
Massachusetts
$351K
TAM
672
Trust Asset Management
Texas
$351K +$3.63K +12 +1%
WS
673
Wedbush Securities
California
$350K -$3.93K -13 -1%
BG
674
Benedetti & Gucer
Georgia
$344K
CCFCSB
675
Cape Cod Five Cents Savings Bank
Massachusetts
$342K -$303 -1 -0.1%

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.