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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
CC
676
Courier Capital
New York
$278K
CDH
677
Charles D. Hyman
$277K
RG
678
Renaissance Group
Kentucky
$274K
YIA
679
YHB Investment Advisors
Connecticut
$273K
PA
680
Procyon Advisors
Connecticut
$272K +$13.3K +51 +5%
HI
681
Harbour Investments
Wisconsin
$271K -$1.05K -4 -0.4%
PCS
682
Personal CFO Solutions
New Jersey
$269K -$52.3K -200 -16%
RT
683
Rockland Trust
Massachusetts
$269K +$1.05K +4 +0.4%
FDCDDQ
684
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K -$4.18K -16 -2%
BMA
685
Brooks Moore & Associates
Tennessee
$264K
Caisse de Depot et Placement du Quebec (CDPQ)
686
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$264K
FGAM
687
Financial Gravity Asset Management
Texas
$264K
FA
688
Fortis Advisors
Pennsylvania
$264K
VST
689
Van Strum & Towne
California
$264K
WA
690
WestEnd Advisors
North Carolina
$264K
HCM
691
Hengehold Capital Management
Ohio
$262K -$5.49K -21 -2%
BMC
692
Beaton Management Company
Massachusetts
$262K
LC
693
Lindbrook Capital
California
$261K
WTB
694
Washington Trust Bank
Washington
$261K
MNBTD
695
Moody National Bank Trust Division
Texas
$261K +$258K +986 New
RIL
696
Rothschild Investment LLC
Illinois
$260K +$257K +983 New
TMAM
697
Tokio Marine Asset Management
Japan
$259K +$10.2K +39 +4%
SWA
698
Stratos Wealth Advisors
Ohio
$257K -$28.5K -109 -10%
LNC
699
Lincoln National Corp
Pennsylvania
$257K +$42.9K +164 +20%
FHA
700
Flagship Harbor Advisors
Massachusetts
$254K

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.