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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
LWAC
751
Laurel Wealth Advisors (California)
California
$208K -$4.18K -16 -2%
PA
752
Pinnacle Associates
New York
$207K -$40.8K -156 -17%
CAL
753
Capital Analysts LLC
Pennsylvania
$207K -$2.09K -8 -1%
MA
754
Montag & Associates
Georgia
$207K
WI
755
Wintrust Investments
Illinois
$207K +$205K +784 New
WPW
756
Waldron Private Wealth
Pennsylvania
$207K +$205K +785 New
CCM
757
Canal Capital Management
Virginia
$206K +$204K +779 New
CAM
758
Concorde Asset Management
Michigan
$206K +$204K +779 New
GRP
759
Global Retirement Partners
California
$205K +$6.54K +25 +3%
ST
760
Smithfield Trust
Pennsylvania
$203K
SCM
761
Shelton Capital Management
Colorado
$203K +$201K +770 New
FNT
762
First Nebraska Trust
Nebraska
$202K +$200K +765 New
BCA
763
Berman Capital Advisors
Georgia
$201K +$53.9K +206 +37%
BFPW
764
BOK Financial Private Wealth
Colorado
$201K +$199K +762 New
WT
765
Whittier Trust
California
$196K
BAM
766
Barrett Asset Management
New York
$193K
FWM
767
Focused Wealth Management
New York
$178K
ACM
768
AUA Capital Management
Pennsylvania
$177K
SC
769
Sierra Capital
Florida
$169K +$55.5K +212 +50%
IA
770
IFP Advisors
Florida
$166K +$11.8K +45 +8%
DWA
771
Dougherty Wealth Advisers
Minnesota
$159K
AWA
772
Arkadios Wealth Advisors
Georgia
$154K -$7.32K -28 -5%
TSW
773
Thompson Siegel & Walmsley
Virginia
$143K
ZB
774
Zions Bancorporation
Utah
$133K -$2.35K -9 -2%
PCG
775
Private Capital Group
Connecticut
$132K -$4.18K -16 -3%

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.