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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
PNC
701
Park National Corp
Ohio
$299K +$29.6K +100 +11%
VF
702
Virtu Financial
New York
$298K -$494K -1,671 -63%
WTB
703
Washington Trust Bank
Washington
$296K -$1.77K -6 -0.6%
LNC
704
Lincoln National Corp
Pennsylvania
$293K +$296 +1 +0.1%
IWA
705
IBEX Wealth Advisors
New Jersey
$288K +$15.1K +51 +6%
HH
706
Hilltop Holdings
Texas
$286K -$44.4K -150 -14%
WA
707
WealthTrust Axiom
Pennsylvania
$286K
Walleye Trading
708
Walleye Trading
New York
$285K -$277K -938 -50%
BDF
709
Balasa Dinverno & Foltz
$282K -$34.9K -118 -11%
WTC
710
WhitTier Trust Company
Nevada
$282K
FI
711
Fractal Investments
Connecticut
$282K +$277K +935 New
PFGIA
712
Patriot Financial Group Insurance Agency
Massachusetts
$278K
DWT
713
Dorsey & Whitney Trust
South Dakota
$276K +$270K +912 New
BFM
714
Boothbay Fund Management
New York
$276K +$271K +916 New
PWPS
715
Pinnacle Wealth Planning Services
Ohio
$275K +$29.3K +99 +12%
QC
716
Quent Capital
New York
$274K +$269K +908 New
EWM
717
Evercore Wealth Management
New York
$272K
TFS
718
TrustCore Financial Services
Tennessee
$272K
BCM
719
Becker Capital Management
Oregon
$271K -$4.44K -15 -2%
NICM
720
Neo Ivy Capital Management
New York
$271K +$266K +898 New
PP
721
Paloma Partners
Connecticut
$271K +$266K +900 New
HC
722
Hamilton Capital
Ohio
$270K +$25.1K +85 +11%
MNBTD
723
Moody National Bank Trust Division
Texas
$269K -$28.4K -96 -10%
BMO
724
Beck Mack & Oliver
New York
$268K
S
725
Seeyond
France
$268K

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.