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Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
726
WhitTier Trust Company
Nevada
$281K
SS
727
Sunbelt Securities
Texas
$280K -$57.5K -190 -17%
FI
728
Fractal Investments
Connecticut
$280K -$908 -3 -0.3%
DWT
729
Dorsey & Whitney Trust
South Dakota
$280K +$5.75K +19 +2%
FAIM
730
Financial Advocates Investment Management
Washington
$280K +$15.7K +52 +6%
WTB
731
Washington Trust Bank
Washington
$274K -$21.2K -70 -7%
TAM
732
Tocqueville Asset Management
New York
$272K -$171K -564 -38%
PWPS
733
Pinnacle Wealth Planning Services
Ohio
$272K -$1.51K -5 -0.5%
OLA
734
Oliver Luxxe Assets
New Jersey
$272K +$5.14K +17 +2%
CCG
735
Ceeto Capital Group
Florida
$271K -$454K -1,500 -62%
SI
736
Stephens Inc
Arkansas
$271K -$177K -585 -39%
TFS
737
TrustCore Financial Services
Tennessee
$271K
BCM
738
Becker Capital Management
Oregon
$270K
HH
739
Hilltop Holdings
Texas
$269K -$16.9K -56 -6%
PFGIA
740
Patriot Financial Group Insurance Agency
Massachusetts
$269K -$7.56K -25 -3%
AIA
741
Affinity Investment Advisors
California
$269K +$3.33K +11 +1%
PFSC
742
Peoples Financial Services Corp
Pennsylvania
$269K +$12.1K +40 +5%
BMO
743
Beck Mack & Oliver
New York
$267K
EWM
744
Evercore Wealth Management
New York
$265K -$6.35K -21 -2%
SIM
745
Sentry Investment Management
Wisconsin
$263K +$264K +874 New
NEAM
746
New England Asset Management
Connecticut
$262K
S
747
Seeyond
France
$258K -$8.17K -27 -3%
LWAC
748
Laurel Wealth Advisors (California)
California
$258K +$21.2K +70 +9%
LPIC
749
LeJeune Puetz Investment Counsel
Michigan
$255K
BB
750
Busey Bank
Illinois
$255K +$5.45K +18 +2%

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.