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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
HFM
726
Harvest Fund Management
China
$223K
1832 Asset Management
727
1832 Asset Management
Ontario, Canada
$223K +$214K +819 New
PGAM
728
Princeton Global Asset Management
New Jersey
$222K
HBT
729
Hills Bank & Trust
Iowa
$222K +$20.9K +80 +11%
WANY
730
Wealthspire Advisors (New York)
New York
$221K +$219K +837 New
PCA
731
Pallas Capital Advisors
Massachusetts
$220K -$19.9K -76 -10%
VWA
732
V Wealth Advisors
Kansas
$220K -$3.92K -15 -2%
BHBT
733
Burke & Herbert Bank & Trust
Virginia
$219K
MSAM
734
Moloney Securities Asset Management
Missouri
$219K
GA
735
Geller Advisors
New York
$219K +$217K +829 New
GW
736
GW & Wade
Massachusetts
$219K +$217K +830 New
WSFS
737
Wilmington Savings Fund Society
Delaware
$217K
FLPIM
738
F.L. Putnam Investment Management
Massachusetts
$216K +$213K +816 New
MWM
739
Mission Wealth Management
California
$215K +$213K +813 New
YIH
740
Y-Intercept (HK)
Hong Kong
$215K +$213K +813 New
HI
741
Horizon Investments
North Carolina
$215K +$214K +818 New
PWPS
742
Pinnacle Wealth Planning Services
Ohio
$214K +$1.31K +5 +0.6%
HC
743
Hamilton Capital
Ohio
$214K +$212K +809 New
LIM
744
Leavell Investment Management
Alabama
$214K +$212K +812 New
WT
745
Washington Trust
Rhode Island
$213K
DMBA
746
Deseret Mutual Benefit Administrators
Utah
$212K -$87.1K -333 -29%
TA
747
Tectonic Advisors
Texas
$212K +$210K +801 New
GWM
748
Geneos Wealth Management
Colorado
$211K -$16K -61 -7%
LCM
749
Logan Capital Management
Pennsylvania
$211K
SC
750
Schulhoff & Co
Ohio
$211K +$209K +800 New

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.