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Ameriprise Financial
AMP

882 hedge funds and large institutions have $22.3B invested in Ameriprise Financial in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 269 increasing their positions, 342 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

57% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 69

27% more call options, than puts

Call options by funds: $47.8M | Put options by funds: $37.6M

18% more capital invested

Capital invested by funds: $18.9B → $22.3B (+$3.39B)

4% more funds holding

Funds holding: 851 → 882 (+31)

0.53% more ownership

Funds ownership: 82% → 82.53% (+0.53%)

21% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 342

Holders
882
Holders Change
+31
Holders Change %
+3.64%
% of All Funds
15.49%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
108
Increased
269
Reduced
342
Closed
69
Calls
$47.8M
Puts
$37.6M
Net Calls
+$10.2M
Net Calls Change
+$7.97M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$183M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$164M
3
Invesco
Invesco
Georgia
+$73.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$50.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$48.8M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$219M
2
Aristotle Capital Management
Aristotle Capital Management
California
-$129M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$76.8M
4
UBS Group
UBS Group
Switzerland
-$45.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$43M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
776
Optimum Investment Advisors
Illinois
$48K – – –
AF
777
Advisornet Financial
Minnesota
$47K – – –
FMTCOCP
778
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K – – –
FFC
779
First Financial Corp
Indiana
$46K – – –
HIA
780
Harbor Investment Advisory
Maryland
$44K – – –
KFS
781
Kelly Financial Services
Massachusetts
$43.9K – – –
GWMIA
782
Global Wealth Management Investment Advisory
Florida
$42K – – –
CI
783
CX Institutional
Indiana
$42K +$4.97K +23 +15%
RE
784
RBC Europe
United Kingdom
$41.4K – – –
LWA
785
Lenox Wealth Advisors
New York
$40K -$5.41K -25 -13%
WAP
786
Wealthcare Advisory Partners
Pennsylvania
$40K +$37.2K +172 New
LWA
787
Lowe Wealth Advisors
Maryland
$39K – – –
ADL
788
Asset Dedication LLC
California
$37K -$3.24K -15 -9%
HFS
789
Hantz Financial Services
Michigan
$35K -$9.08K -42 -22%
BCA
790
Bray Capital Advisors
Florida
$35K – – –
SCM
791
Silvant Capital Management
Georgia
$35K – – –
TIM
792
Tortoise Investment Management
New York
$35K – – –
APW
793
Acima Private Wealth
Virginia
$34K – – –
WPA
794
West Paces Advisors
Georgia
$33K – – –
TFO
795
Tarbox Family Office
California
$33K – – –
MCM
796
MV Capital Management
Maryland
$33K +$649 +3 +2%
CIA
797
CSat Investment Advisory
Michigan
$33K +$1.3K +6 +4%
LWM
798
Liberty Wealth Management
California
$32K – – –
JFA
799
JNBA Financial Advisors
Minnesota
$31K – – –
AP
800
Arlington Partners
Alabama
$30K – – –
30 31
32
33 34

AMP Hedge Fund Activity: Q1 2021 in Review

882 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2021, worth a combined $22.3B — up 18% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new AMP positions and 69 closed out — a net gain of 39 holders — while 269 added to existing stakes and 342 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $183M. The largest seller was Charles Schwab, cutting an estimated $219M.

  • 882 institutional investors held Ameriprise Financial (AMP) as of Q1 2021, up from 851 in Q4 2020.
  • Funds reported $22.3B of Ameriprise Financial stock for Q1 2021, up 18% quarter-over-quarter.
  • 108 funds opened new Ameriprise Financial positions in Q1 2021 and 69 closed out, a net change of +39 holders.
  • The largest Ameriprise Financial buyer in Q1 2021 was Viking Global Investors, an estimated $183M added.
  • The largest Ameriprise Financial seller in Q1 2021 was Charles Schwab, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2021.