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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
SC
701
Sepio Capital
Utah
$224K
S
702
Seeyond
France
$223K +$1.01K +4 +0.4%
PNC
703
Park National Corp
Ohio
$222K
BMO
704
Beck Mack & Oliver
New York
$221K +$224K +889 New
IWM
705
IHT Wealth Management
Illinois
$219K -$11.8K -47 -5%
PFPT
706
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K
TFS
707
TrustCore Financial Services
Tennessee
$219K
PWA
708
Pinnacle Wealth Advisors
Tennessee
$219K +$222K +880 New
KPW
709
Kore Private Wealth
New York
$213K -$3.78K -15 -2%
GWM
710
Geneos Wealth Management
Colorado
$213K -$1.26K -5 -0.6%
PFSC
711
Peoples Financial Services Corp
Pennsylvania
$213K
HFM
712
Harvest Fund Management
China
$212K
LPIC
713
LeJeune Puetz Investment Counsel
Michigan
$212K
VWA
714
V Wealth Advisors
Kansas
$212K +$213K +846 New
SMA
715
Sage Mountain Advisors
Georgia
$211K +$214K +849 New
PGAM
716
Princeton Global Asset Management
New Jersey
$209K
BWP
717
BSW Wealth Partners
Colorado
$208K -$21.4K -85 -9%
OPS
718
Orion Portfolio Solutions
Nebraska
$208K -$10.1K -40 -5%
BHBT
719
Burke & Herbert Bank & Trust
Virginia
$207K +$209K +831 New
MSAM
720
Moloney Securities Asset Management
Missouri
$206K +$209K +830 New
WSFS
721
Wilmington Savings Fund Society
Delaware
$204K +$207K +820 New
WT
722
Washington Trust
Rhode Island
$201K
PCA
723
Pallas Capital Advisors
Massachusetts
$201K +$198K +785 New
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$201K +$203K +807 New
LNC
725
Lincoln National Corp
Pennsylvania
$201K +$204K +808 New

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.