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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
CSIC
776
Clifford Swan Investment Counsel
California
$220K -$7.39K -25 -3%
SCM
777
Shelton Capital Management
Colorado
$217K -$14.5K -49 -6%
BFPW
778
BOK Financial Private Wealth
Colorado
$217K -$12.7K -43 -6%
PIM
779
Progressive Investment Management
Oregon
$217K +$213K +720 New
MW
780
Marcum Wealth
Ohio
$214K +$209K +708 New
CW
781
Connectus Wealth
Ohio
$213K +$209K +706 New
CAL
782
Capital Analysts LLC
Pennsylvania
$212K -$23.7K -80 -10%
AWCI
783
Alpine Woods Capital Investors
New York
$211K +$207K +700 New
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
$209K +$205K +693 New
AIC
785
Argus Investors Counsel
New York
$209K +$205K +694 New
FHA
786
Flagship Harbor Advisors
Massachusetts
$208K -$98.5K -333 -33%
FNT
787
First National Trust
Pennsylvania
$208K +$204K +691 New
VCM
788
Virtue Capital Management
Tennessee
$208K +$204K +691 New
SC
789
Sierra Capital
Florida
$206K +$13K +44 +7%
CWM
790
Cornerstone Wealth Management
Missouri
$206K +$201K +681 New
SMC
791
Smith, Moore & Co
Missouri
$206K +$202K +684 New
FWM
792
Focused Wealth Management
New York
$204K
SBIA
793
Sheaff Brock Investment Advisors
Indiana
$204K +$200K +675 New
TAM
794
Trillium Asset Management
Massachusetts
$204K +$200K +676 New
VFA
795
Valeo Financial Advisors
Indiana
$204K +$200K +677 New
OFS
796
OneAscent Financial Services
Alabama
$203K -$366K -1,238 -65%
ACM
797
AUA Capital Management
Pennsylvania
$202K
WPP
798
Whalerock Point Partners
Rhode Island
$202K +$198K +669 New
IA
799
IFP Advisors
Florida
$191K +$887 +3 +0.5%
CCM
800
Covington Capital Management
California
$187K +$35.5K +120 +24%

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.