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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$69.3M -$3.85M -14,710 -5%
TAM
52
Todd Asset Management
Kentucky
$68.3M -$870K -3,324 -1%
Barclays
53
Barclays
United Kingdom
$67.9M +$2.52M +9,635 +4%
EVM
54
Eaton Vance Management
Massachusetts
$61.1M -$6.94M -26,520 -10%
Wells Fargo
55
Wells Fargo
California
$58.4M -$19.1M -73,171 -25%
KeyBank National Association
56
KeyBank National Association
Ohio
$56.8M +$562K +2,148 +1%
WF
57
Welch & Forbes
Massachusetts
$55.8M +$193K +736 +0.3%
Swedbank
58
Swedbank
Sweden
$55.2M
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.1M +$24.1M +92,114 +82%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$53.2M -$1.95M -7,459 -4%
Victory Capital Management
61
Victory Capital Management
Texas
$52.4M -$1.19M -4,556 -2%
CS
62
Credit Suisse
Switzerland
$51.9M -$2.7M -10,309 -5%
ACM
63
Argent Capital Management
Missouri
$51.5M +$18.1M +69,119 +55%
SEI Investments
64
SEI Investments
Pennsylvania
$51.3M -$386K -1,474 -0.8%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$51.3M -$1.08M -4,139 -2%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$48.9M -$15.2M -57,980 -24%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$47.2M -$1.26M -4,833 -3%
National Pension Service
68
National Pension Service
South Korea
$45.2M -$1.44M -5,501 -3%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$43M +$16.7M +63,773 +64%
CI
70
Conning Inc
Connecticut
$40.2M -$1.83M -7,014 -4%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$39.4M -$1.45M -5,554 -4%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$38.9M -$2.49M -9,524 -6%
PI
73
PGGM Investments
Netherlands
$38.4M -$8.66M -33,109 -19%
FCI
74
Financial Counselors Inc
Kansas
$36.6M -$453K -1,730 -1%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$35.1M -$2.21M -8,460 -6%

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.