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Ameriprise Financial

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: 882890 (+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: 119 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
726
Laurel Wealth Advisors (California)
California
$200K +$202K +803 New
LCM
727
Logan Capital Management
Pennsylvania
$199K
CAL
728
Capital Analysts LLC
Pennsylvania
$197K
MA
729
Montag & Associates
Georgia
$195K -$15.1K -60 -7%
ST
730
Smithfield Trust
Pennsylvania
$191K +$2.27K +9 +1%
HBT
731
Hills Bank & Trust
Iowa
$189K
KFS
732
Kelly Financial Services
Massachusetts
$189K +$11.8M +46,798 +24,761%
GRP
733
Global Retirement Partners
California
$187K +$7.06K +28 +4%
WT
734
Whittier Trust
California
$185K -$5.04K -20 -3%
BAM
735
Barrett Asset Management
New York
$182K
FWM
736
Focused Wealth Management
New York
$168K -$6.3K -25 -4%
ACM
737
AUA Capital Management
Pennsylvania
$167K
NIM
738
NuWave Investment Management
New Jersey
$155K +$157K +622 New
AWA
739
Arkadios Wealth Advisors
Georgia
$153K +$33K +131 +27%
DWA
740
Dougherty Wealth Advisers
Minnesota
$150K
Carson Wealth (CWM LLC)
741
Carson Wealth (CWM LLC)
Nebraska
$144K
IA
742
IFP Advisors
Florida
$143K +$756 +3 +0.5%
BCA
743
Berman Capital Advisors
Georgia
$139K +$4.03K +16 +3%
TSW
744
Thompson Siegel & Walmsley
Virginia
$135K
SIM
745
Sonora Investment Management
Arizona
$131K +$133K +526 New
PCG
746
Private Capital Group
Connecticut
$128K -$39.1K -155 -23%
ZB
747
Zions Bancorporation
Utah
$127K -$13.6K -54 -10%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$122K -$3.78K -15 -3%
Walleye Trading
749
Walleye Trading
New York
$121K -$591K -2,344 -83%
BAM
750
Belpointe Asset Management
Nevada
$120K -$25.2K -100 -17%

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.