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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
LIM
751
Leavell Investment Management
Alabama
$245K
SC
752
Sepio Capital
Utah
$242K -$29.6K -100 -11%
VWA
753
V Wealth Advisors
Kansas
$242K -$8.87K -30 -4%
SC
754
Schulhoff & Co
Ohio
$241K
HWM
755
HB Wealth Management
Georgia
$240K +$236K +797 New
LWAC
756
Laurel Wealth Advisors (California)
California
$238K +$592 +2 +0.3%
RIL
757
Rothschild Investment LLC
Illinois
$236K -$59.2K -200 -20%
MA
758
Montag & Associates
Georgia
$236K
PA
759
Pinnacle Associates
New York
$236K
WPW
760
Waldron Private Wealth
Pennsylvania
$236K
WI
761
Wintrust Investments
Illinois
$236K
CCM
762
Canal Capital Management
Virginia
$236K +$887 +3 +0.4%
GWM
763
Geneos Wealth Management
Colorado
$235K -$2.66K -9 -1%
CAM
764
Concorde Asset Management
Michigan
$234K -$592 -2 -0.3%
ST
765
Smithfield Trust
Pennsylvania
$232K
SWM
766
Spire Wealth Management
Virginia
$231K +$157K +532 +226%
AC
767
ASB Consultores
Florida
$231K +$226K +765 New
EN1L
768
Engine No 1 LLC
California
$231K +$226K +765 New
FNT
769
First Nebraska Trust
Nebraska
$231K
BAM
770
Barrett Asset Management
New York
$230K +$10.1K +34 +5%
BHBT
771
Burke & Herbert Bank & Trust
Virginia
$227K -$23.4K -79 -10%
DMBA
772
Deseret Mutual Benefit Administrators
Utah
$226K -$16.6K -56 -7%
BL
773
Balentine LLC
Georgia
$226K +$222K +749 New
BAM
774
Berkshire Asset Management
Pennsylvania
$226K +$222K +750 New
GAM
775
Garrison Asset Management
Arkansas
$221K +$217K +732 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.