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Ameriprise Financial
AMP

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: 882 → 890 (+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: 11 → 9 (-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

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$174M
2
BlackRock
BlackRock
New York
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M
4
AII
AGF Investments Inc
Ontario, Canada
+$59.6M
5
Macquarie Group
Macquarie Group
Australia
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$124M
2
PAM
Panagora Asset Management
Massachusetts
-$92.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$88.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$64.2M +$2.16M +8,554 +3%
Barclays
52
Barclays
United Kingdom
$61.5M -$3.37M -13,362 -5%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$60.5M -$12.6M -50,073 -17%
NAM
54
Nissay Asset Management
Japan
$59.6M +$8.28M +32,841 +16%
Millennium Management
55
Millennium Management
New York
$58.6M +$9.43M +37,409 +19%
KeyBank National Association
56
KeyBank National Association
Ohio
$53M -$458K -1,817 -0.8%
WF
57
Welch & Forbes
Massachusetts
$52.4M +$218K +866 +0.4%
Swedbank
58
Swedbank
Sweden
$52M -$1.7M -6,745 -3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$52M -$2.28M -9,035 -4%
TG
60
TCW Group
California
$51.6M -$3.29M -13,065 -6%
CS
61
Credit Suisse
Switzerland
$51.3M -$5.18M -20,532 -9%
Victory Capital Management
62
Victory Capital Management
Texas
$50.5M -$677K -2,687 -1%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$49.4M -$810K -3,215 -2%
SEI Investments
64
SEI Investments
Pennsylvania
$48.5M +$2.5M +9,904 +5%
A
65
AustralianSuper
Australia
$46.2M -$2.11M -8,375 -4%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$45.7M -$922K -3,657 -2%
PI
67
PGGM Investments
Netherlands
$44.5M -$6.71M -26,636 -13%
National Pension Service
68
National Pension Service
South Korea
$44M +$418K +1,658 +0.9%
KBC Group
69
KBC Group
Belgium
$43.5M +$1.94M +7,710 +5%
AQR Capital Management
70
AQR Capital Management
Connecticut
$41.8M -$18M -71,570 -30%
CI
71
Conning Inc
Connecticut
$39.6M -$4.29M -17,036 -10%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$39M -$2.27M -9,003 -5%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$38.5M +$102K +406 +0.3%
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
$36.7M +$16.5M +65,367 +80%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$35.5M -$7.22M -28,630 -17%
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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.