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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
NB
751
Northwest Bancshares
Pennsylvania
$254K -$11.5K -38 -4%
BFPW
752
BOK Financial Private Wealth
Colorado
$254K +$37.8K +125 +17%
WT
753
Whittier Trust
California
$253K
EWA
754
EverSource Wealth Advisors
Alabama
$253K +$7.26K +24 +3%
VWA
755
V Wealth Advisors
Kansas
$252K +$10.9K +36 +4%
GRP
756
Global Retirement Partners
California
$252K +$292K +966 New
GW
757
GW & Wade
Massachusetts
$251K +$1.21K +4 +0.5%
EGM
758
Engineers Gate Manager
New York
$249K -$433K -1,432 -63%
HBT
759
Hills Bank & Trust
Iowa
$249K
MSAM
760
Moloney Securities Asset Management
Missouri
$249K
WSFS
761
Wilmington Savings Fund Society
Delaware
$249K +$3.02K +10 +1%
Capstone Investment Advisors
762
Capstone Investment Advisors
New York
$249K +$251K +830 New
OWM
763
OneAscent Wealth Management
Alabama
$247K -$9.07K -30 -4%
WPW
764
Waldron Private Wealth
Pennsylvania
$245K +$10.3K +34 +4%
LIM
765
Leavell Investment Management
Alabama
$244K
PCM
766
Prelude Capital Management
New York
$241K -$349K -1,154 -59%
YIH
767
Y-Intercept (HK)
Hong Kong
$241K -$152K -503 -39%
SC
768
Sepio Capital
Utah
$241K
CAL
769
Capital Analysts LLC
Pennsylvania
$241K +$30.3K +100 +14%
SC
770
Schulhoff & Co
Ohio
$240K
MNBTD
771
Moody National Bank Trust Division
Texas
$237K -$30.3K -100 -11%
CCM
772
Canal Capital Management
Virginia
$236K +$908 +3 +0.4%
RIL
773
Rothschild Investment LLC
Illinois
$235K
WI
774
Wintrust Investments
Illinois
$235K
TWM
775
Titus Wealth Management
California
$234K +$236K +779 New

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.