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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
CCM
751
Covington Capital Management
California
$116K -$39.1K -155 -25%
HCP
752
Hexagon Capital Partners
Arkansas
$110K -$8.07K -32 -7%
CT
753
Caldwell Trust
Florida
$108K -$4.29K -17 -4%
SC
754
Sierra Capital
Florida
$107K +$15.6K +62 +17%
HWA
755
HHM Wealth Advisors
Tennessee
$104K
BWM
756
BerganKDV Wealth Management
Minnesota
$102K
PCM
757
Penserra Capital Management
California
$94K +$19.7K +78 +26%
CG
758
Cutler Group
California
$93K +$94.5K +375 New
TWA
759
TCI Wealth Advisors
Arizona
$91K +$1.26K +5 +1%
WB
760
Webster Bank
Connecticut
$89K
CBT
761
CoreFirst Bank & Trust
Kansas
$84K
M
762
MOTCO
Texas
$84K
FCA
763
FinTrust Capital Advisors
South Carolina
$80K -$20.2K -80 -20%
Acadian Asset Management
764
Acadian Asset Management
Massachusetts
$77K -$312K -1,239 -80%
RMC
765
Resources Management Corp
Connecticut
$76K -$5.55K -22 -7%
PA
766
Perennial Advisors
New York
$75K
TWM
767
Tradition Wealth Management
Minnesota
$75K
CA
768
Crewe Advisors
Utah
$71K -$5.04K -20 -7%
PB
769
Pinnacle Bancorp
Nebraska
$70K -$9.58K -38 -12%
LWA
770
Lenox Wealth Advisors
New York
$68K +$25.2K +100 +58%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$67K
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K -$6.3K -25 -9%
PFBT
773
Parkside Financial Bank & Trust
Missouri
$65K -$70.3K -279 -52%
CBT
774
Central Bank & Trust
Kentucky
$65K
ME
775
McIlrath & Eck
Washington
$65K

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.