We are live on ! Find out more
AMP icon

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
CCM
776
Covington Capital Management
California
$132K +$9.16K +35 +8%
SIM
777
Sonora Investment Management
Arizona
$119K -$19.9K -76 -14%
HCP
778
Hexagon Capital Partners
Arkansas
$116K
CT
779
Caldwell Trust
Florida
$115K
HWA
780
HHM Wealth Advisors
Tennessee
$110K
PCM
781
Penserra Capital Management
California
$110K +$10.2K +39 +10%
TWA
782
TCI Wealth Advisors
Arizona
$110K +$14.1K +54 +15%
BWM
783
BerganKDV Wealth Management
Minnesota
$108K
BFEC
784
Benjamin F. Edwards & Company
Missouri
$103K -$26.2K -100 -20%
KA
785
Kozak & Associates
Colorado
$101K +$85.5K +327 New
LWM
786
Liberty Wealth Management
California
$97K +$47.1K +180 +114%
WB
787
Webster Bank
Connecticut
$95K
CBT
788
CoreFirst Bank & Trust
Kansas
$89K
APA
789
American Portfolios Advisors
New York
$88.5K -$285K -1,090 -76%
RMC
790
Resources Management Corp
Connecticut
$87K +$6.54K +25 +8%
SOW
791
State of Wyoming
Wyoming
$87K +$86.1K +329 New
FCA
792
FinTrust Capital Advisors
South Carolina
$85K
TAIM
793
TD Ameritrade Investment Management
Nebraska
$85K +$130K +498 +940%
TWM
794
Tradition Wealth Management
Minnesota
$80K
CA
795
Crewe Advisors
Utah
$74K -$785 -3 -1%
LWA
796
Lenox Wealth Advisors
New York
$72K
KTC
797
Kistler-Tiffany Companies
Pennsylvania
$71K
LWANC
798
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K
CYG
799
Clean Yield Group
Vermont
$70K +$69.6K +266 New
PFBT
800
Parkside Financial Bank & Trust
Missouri
$69K -$523 -2 -0.8%

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.