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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
Group One Trading
701
Group One Trading
Illinois
$250K -$413K -1,580 -63%
WA
702
WealthTrust Axiom
Pennsylvania
$250K
FRM
703
Fox Run Management
Connecticut
$250K +$247K +946 New
SI
704
Stephens Inc
Arkansas
$249K +$10.5K +40 +4%
WTC
705
WhitTier Trust Company
Nevada
$247K
PFGIA
706
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$2.88K +11 +1%
BCM
707
Becker Capital Management
Oregon
$241K
EWM
708
Evercore Wealth Management
New York
$239K -$24.9K -95 -10%
DCM
709
Driehaus Capital Management
Illinois
$239K +$236K +903 New
IWA
710
IBEX Wealth Advisors
New Jersey
$239K +$237K +905 New
SC
711
Sepio Capital
Utah
$238K
TFS
712
TrustCore Financial Services
Tennessee
$238K +$5.75K +22 +3%
BMO
713
Beck Mack & Oliver
New York
$235K
PNC
714
Park National Corp
Ohio
$235K
S
715
Seeyond
France
$234K -$2.62K -10 -1%
AIA
716
Affinity Investment Advisors
California
$233K -$52.3K -200 -18%
MG
717
Mather Group
Illinois
$233K -$5.49K -21 -2%
OLA
718
Oliver Luxxe Assets
New Jersey
$233K +$231K +882 New
FAIM
719
Financial Advocates Investment Management
Washington
$232K +$230K +879 New
NEAM
720
New England Asset Management
Connecticut
$231K +$228K +873 New
CSIC
721
Clifford Swan Investment Counsel
California
$230K +$197K +753 New
KPW
722
Kore Private Wealth
New York
$227K +$262 +1 +0.1%
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$226K
LPIC
724
LeJeune Puetz Investment Counsel
Michigan
$225K
SMA
725
Sage Mountain Advisors
Georgia
$223K -$785 -3 -0.4%

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.