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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
FBT
676
First Bank & Trust
South Dakota
$333K +$10.9K +37 +3%
EWM
677
EPG Wealth Management
Georgia
$332K +$12.4K +42 +4%
FBFS
678
First Business Financial Services
Wisconsin
$330K
ST
679
Spinnaker Trust
Maine
$327K
CCM
680
Compton Capital Management
Rhode Island
$323K
Fisher Asset Management
681
Fisher Asset Management
Washington
$323K +$317K +1,071 New
SWA
682
Stratos Wealth Advisors
Ohio
$322K +$27.8K +94 +10%
DCM
683
Driehaus Capital Management
Illinois
$318K +$44.7K +151 +17%
FLPIM
684
F.L. Putnam Investment Management
Massachusetts
$318K +$70.7K +239 +29%
CDH
685
Charles D. Hyman
$316K
CC
686
Courier Capital
New York
$313K -$4.73K -16 -2%
RG
687
Renaissance Group
Kentucky
$313K
HCM
688
Hengehold Capital Management
Ohio
$312K +$12.7K +43 +4%
RT
689
Rockland Trust
Massachusetts
$307K
OTL
690
Oak Thistle LLC
New York
$307K +$301K +1,019 New
FCH
691
Freestone Capital Holdings
Washington
$305K +$299K +1,012 New
FDCDDQ
692
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K
TMAM
693
Tokio Marine Asset Management
Japan
$303K +$7.1K +24 +2%
BMA
694
Brooks Moore & Associates
Tennessee
$302K
FA
695
Fortis Advisors
Pennsylvania
$302K
VST
696
Van Strum & Towne
California
$302K
HFM
697
Harvest Fund Management
China
$302K +$46.1K +156 +18%
A
698
Astrantus
Cyprus
$302K +$296K +1,000 New
MGP
699
Metis Global Partners
California
$300K +$294K +993 New
BMC
700
Beaton Management Company
Massachusetts
$299K

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.