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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
WTA
676
Washington Trust Advisors
Massachusetts
$340K -$68.7K -227 -17%
CWM
677
Chesapeake Wealth Management
Virginia
$339K -$7.56K -25 -2%
PFPT
678
Pinnacle Financial Partners (Tennessee)
Tennessee
$339K
FBT
679
First Bank & Trust
South Dakota
$334K +$2.42K +8 +0.7%
AssetMark Inc
680
AssetMark Inc
California
$331K -$303 -1 -0.1%
APW
681
Aurora Private Wealth
New Jersey
$328K -$12.4K -41 -4%
FBFS
682
First Business Financial Services
Wisconsin
$328K
SAM
683
Strategy Asset Managers
California
$327K +$330K +1,090 New
ST
684
Spinnaker Trust
Maine
$326K
Parallax Volatility Advisers
685
Parallax Volatility Advisers
California
$325K +$327K +1,082 New
LNC
686
Lincoln National Corp
Pennsylvania
$323K +$31.2K +103 +11%
BS
687
Banco Santander
Spain
$323K +$326K +1,076 New
YIA
688
YHB Investment Advisors
Connecticut
$322K -$39.3K -130 -11%
Bank Julius Baer & Co
689
Bank Julius Baer & Co
Switzerland
$321K +$232K +766 +254%
ZCA
690
Zeke Capital Advisors
Pennsylvania
$321K +$323K +1,068 New
KS
691
Karpas Strategies
Connecticut
$318K -$18.2K -60 -5%
FFN
692
Focus Financial Network
Minnesota
$318K -$104K -344 -25%
AAM
693
Aureus Asset Management
Massachusetts
$317K -$40.2K -133 -11%
SFA
694
Sequoia Financial Advisors
Ohio
$317K +$51.7K +171 +19%
JC
695
JBF Capital
Colorado
$315K -$90.8K -300 -22%
QCM
696
Quantinno Capital Management
New York
$314K +$316K +1,044 New
AWA
697
Aaron Wealth Advisors
Illinois
$314K +$28.5M +94,313 New
EWM
698
EPG Wealth Management
Georgia
$312K -$18.5K -61 -6%
HCM
699
Hengehold Capital Management
Ohio
$311K -$605 -2 -0.2%
CC
700
Courier Capital
New York
$311K

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.