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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
RFA
776
Reilly Financial Advisors
California
$63K +$63.5K +252 New
GCM
777
Gables Capital Management
Florida
$62K
BCWM
778
Bartlett & Co Wealth Management
Ohio
$61.2K
BC
779
Bartlett & Co
Ohio
$61K
GLLW
780
Graves Light Lenhart Wealth
Virginia
$61K
SWM
781
Spire Wealth Management
Virginia
$58K -$121K -481 -67%
CI
782
CX Institutional
Indiana
$55K +$10.3K +41 +23%
BWL
783
Bogart Wealth LLC
Virginia
$55K +$30.2K +120 +120%
FF
784
FourThought Financial
Florida
$54K -$25K -99 -31%
OIA
785
Optimum Investment Advisors
Illinois
$52K
AF
786
Advisornet Financial
Minnesota
$51K
FFC
787
First Financial Corp
Indiana
$50K
Bank Julius Baer & Co
788
Bank Julius Baer & Co
Switzerland
$50K +$50.7K +201 New
FMTCOCP
789
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
HIA
790
Harbor Investment Advisory
Maryland
$48K
NFG
791
Next Financial Group
Texas
$46K -$375K -1,487 -89%
GWMIA
792
Global Wealth Management Investment Advisory
Florida
$45K
RE
793
RBC Europe
United Kingdom
$44.3K
ADL
794
Asset Dedication LLC
California
$44K +$3.78K +15 +9%
LWA
795
Lowe Wealth Advisors
Maryland
$42K
LWM
796
Liberty Wealth Management
California
$39K -$504 -2 -1%
MCM
797
MV Capital Management
Maryland
$39K +$4.29K +17 +12%
HFS
798
Hantz Financial Services
Michigan
$38K
SCM
799
Silvant Capital Management
Georgia
$38K
WBC
800
West Branch Capital
Massachusetts
$38K +$38.6K +153 New

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.