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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
Caisse de Depot et Placement du Quebec (CDPQ)
676
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$249K -$2.45M -9,717 -91%
FGAM
677
Financial Gravity Asset Management
Texas
$249K -$504 -2 -67%
BMA
678
Brooks Moore & Associates
Tennessee
$249K
FA
679
Fortis Advisors
Pennsylvania
$249K
VST
680
Van Strum & Towne
California
$249K
EWM
681
Evercore Wealth Management
New York
$248K -$15.9K -63 -6%
WA
682
WestEnd Advisors
North Carolina
$248K
BMC
683
Beaton Management Company
Massachusetts
$247K
WTB
684
Washington Trust Bank
Washington
$246K -$16.1K -64 -6%
LC
685
Lindbrook Capital
California
$246K
PA
686
Procyon Advisors
Connecticut
$244K +$27.5K +109 +13%
DS
687
DRW Securities
Illinois
$244K +$247K +980 New
CA
688
Clearstead Advisors
Ohio
$239K +$6.55K +26 +3%
WA
689
WealthTrust Axiom
Pennsylvania
$236K
TMAM
690
Tokio Marine Asset Management
Japan
$234K
PA
691
Pinnacle Associates
New York
$234K +$252 +1 +0.1%
WTC
692
WhitTier Trust Company
Nevada
$233K +$5.04K +20 +2%
TI
693
Tidal Investments
Wisconsin
$230K +$233K +925 New
SS
694
Simplicity Solutions
Minnesota
$228K +$230K +914 New
WB
695
WesBanco Bank
West Virginia
$227K
BCM
696
Becker Capital Management
Oregon
$227K +$3.78K +15 +2%
AG
697
AIA Group
Hong Kong
$227K +$240K +952 New
PFGIA
698
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$5.8K +23 +3%
SI
699
Stephens Inc
Arkansas
$225K -$51.4K -204 -18%
MG
700
Mather Group
Illinois
$225K -$27.7K -110 -11%

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.