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Ameriprise Financial

941 hedge funds and large institutions have $22.2B invested in Ameriprise Financial in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 305 increasing their positions, 358 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

5% more capital invested

Capital invested by funds: $21.2B → $22.2B (+$1.02B)

1% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 80

0.34% more ownership

Funds ownership: 81.6%81.93% (+0.34%)

8% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $25.1M

1% less funds holding

Funds holding: 954941 (-13)

15% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 358

Holders
941
Holders Change
-13
Holders Change %
-1.36%
% of All Funds
16.21%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.22%
New
81
Increased
305
Reduced
358
Closed
80
Calls
$23.1M
Puts
$25.1M
Net Calls
-$1.99M
Net Calls Change
-$2.75M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
701
Oliver Luxxe Assets
New Jersey
$233K -$3.42K -13 -1%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$232K +$1.84K +7 +0.8%
Financial Engines Advisors
703
Financial Engines Advisors
California
$232K +$243K +922 New
BAM
704
Berkshire Asset Management
Pennsylvania
$230K +$240K +911 New
FWM
705
FFT Wealth Management
Pennsylvania
$230K +$240K +913 New
LP
706
LGL Partners
Pennsylvania
$230K +$240K +913 New
AG
707
AIA Group
Hong Kong
$229K -$147K -560 -38%
CCG
708
Ceeto Capital Group
Florida
$227K
FRA
709
Frank Rimerman Advisors
California
$226K +$12.1K +46 +5%
SS
710
Sunbelt Securities
Texas
$225K -$2.37K -9 -1%
PFSC
711
Peoples Financial Services Corp
Pennsylvania
$225K
NW
712
NewEdge Wealth
Pennsylvania
$225K +$235K +894 New
CIG
713
Cairn Investment Group
Washington
$224K
QC
714
Quent Capital
New York
$221K +$35.3K +134 +18%
WPW
715
Waldron Private Wealth
Pennsylvania
$220K +$5.26K +20 +2%
AC
716
ASB Consultores
Florida
$218K
APA
717
Astoria Portfolio Advisors
New York
$216K -$42.6K -162 -16%
PFGIA
718
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$789 -3 -0.3%
LWAC
719
Laurel Wealth Advisors (California)
California
$216K
RT
720
Rockland Trust
Massachusetts
$215K
AAM
721
Aureus Asset Management
Massachusetts
$214K -$30K -114 -12%
AIA
722
Affinity Investment Advisors
California
$214K -$13.2K -50 -6%
BB
723
Busey Bank
Illinois
$214K
LPIC
724
LeJeune Puetz Investment Counsel
Michigan
$214K
WT
725
Whittier Trust
California
$212K

AMP Hedge Fund Activity: Q3 2022 in Review

941 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2022, worth a combined $22.2B — up 4.8% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMP positions and 80 closed out — a net gain of 1 holder — while 305 added to existing stakes and 358 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $85.7M.

  • 941 institutional investors held Ameriprise Financial (AMP) as of Q3 2022, down from 954 in Q2 2022.
  • Funds reported $22.2B of Ameriprise Financial stock for Q3 2022, up 4.8% quarter-over-quarter.
  • 81 funds opened new Ameriprise Financial positions in Q3 2022 and 80 closed out, a net change of +1 holder.
  • The largest Ameriprise Financial buyer in Q3 2022 was Viking Global Investors, an estimated $163M added.
  • The largest Ameriprise Financial seller in Q3 2022 was BlackRock, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.