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Ameriprise Financial

985 hedge funds and large institutions have $27.6B invested in Ameriprise Financial in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 332 increasing their positions, 323 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 58

13% more capital invested

Capital invested by funds: $24.5B → $27.6B (+$3.1B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+62)

3% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 323

0.22% more ownership

Funds ownership: 81.87%82.09% (+0.22%)

17% less call options, than puts

Call options by funds: $54.8M | Put options by funds: $65.9M

Holders
985
Holders Change
+62
Holders Change %
+6.72%
% of All Funds
15.16%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
135
Increased
332
Reduced
323
Closed
58
Calls
$54.8M
Puts
$65.9M
Net Calls
-$11.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
726
Oliver Luxxe Assets
New Jersey
$268K +$2.07K +7 +0.8%
AIA
727
Affinity Investment Advisors
California
$267K
SFA
728
Sequoia Financial Advisors
Ohio
$267K +$262K +885 New
NB
729
Northwest Bancshares
Pennsylvania
$266K -$185K -625 -41%
FAIM
730
Financial Advocates Investment Management
Washington
$265K +$296 +1 +0.1%
TA
731
Tectonic Advisors
Texas
$265K +$23.4K +79 +10%
NEAM
732
New England Asset Management
Connecticut
$263K
HI
733
Horizon Investments
North Carolina
$263K +$17.2K +58 +7%
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$258K
SMA
735
Sage Mountain Advisors
Georgia
$258K +$2.96K +10 +1%
OWM
736
OneAscent Wealth Management
Alabama
$257K -$453K -1,530 -64%
MGIA
737
Moneta Group Investment Advisors
Missouri
$257K +$252K +852 New
PHK
738
Point72 Hong Kong
Hong Kong
$256K -$1.12M -3,790 -82%
LPIC
739
LeJeune Puetz Investment Counsel
Michigan
$256K
WT
740
Whittier Trust
California
$254K +$29K +98 +13%
PGAM
741
Princeton Global Asset Management
New Jersey
$253K
BB
742
Busey Bank
Illinois
$251K -$89.9K -304 -27%
GW
743
GW & Wade
Massachusetts
$251K +$296 +1 +0.1%
HI
744
Harbour Investments
Wisconsin
$250K -$58K -196 -19%
HBT
745
Hills Bank & Trust
Iowa
$250K -$3.55K -12 -1%
GA
746
Geller Advisors
New York
$250K
MSAM
747
Moloney Securities Asset Management
Missouri
$250K
WSFS
748
Wilmington Savings Fund Society
Delaware
$247K
EWA
749
EverSource Wealth Advisors
Alabama
$247K +$242K +818 New
Carson Wealth (CWM LLC)
750
Carson Wealth (CWM LLC)
Nebraska
$246K +$241K +814 New

AMP Hedge Fund Activity: Q4 2021 in Review

985 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2021, worth a combined $27.6B — up 13% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new AMP positions and 58 closed out — a net gain of 77 holders — while 332 added to existing stakes and 323 trimmed.

The largest buyer was Marshall Wace, adding an estimated $181M. The largest seller was BlackRock, cutting an estimated $297M.

  • 985 institutional investors held Ameriprise Financial (AMP) as of Q4 2021, up from 923 in Q3 2021.
  • Funds reported $27.6B of Ameriprise Financial stock for Q4 2021, up 13% quarter-over-quarter.
  • 135 funds opened new Ameriprise Financial positions in Q4 2021 and 58 closed out, a net change of +77 holders.
  • The largest Ameriprise Financial buyer in Q4 2021 was Marshall Wace, an estimated $181M added.
  • The largest Ameriprise Financial seller in Q4 2021 was BlackRock, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2021.