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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
CAM
776
Concorde Asset Management
Michigan
$233K
ST
777
Smithfield Trust
Pennsylvania
$231K
FNT
778
First Nebraska Trust
Nebraska
$230K
BAM
779
Barrett Asset Management
New York
$229K
Fisher Asset Management
780
Fisher Asset Management
Washington
$226K -$96.8K -320 -30%
BHBT
781
Burke & Herbert Bank & Trust
Virginia
$226K
Walleye Trading
782
Walleye Trading
New York
$225K -$59.3K -196 -21%
BAM
783
Berkshire Asset Management
Pennsylvania
$225K
AG
784
AIA Group
Hong Kong
$223K -$796K -2,631 -78%
BWM
785
Buckley Wealth Management
Nevada
$223K +$225K +743 New
MW
786
Marcum Wealth
Ohio
$221K +$8.77K +29 +4%
AC
787
ASB Consultores
Florida
$218K -$12.1K -40 -5%
GWM
788
Geneos Wealth Management
Colorado
$217K -$16.9K -56 -7%
SCM
789
Shelton Capital Management
Colorado
$217K
WPC
790
Wedmont Private Capital
Pennsylvania
$217K +$221K +730 New
PIM
791
Progressive Investment Management
Oregon
$216K
GAM
792
Garrison Asset Management
Arkansas
$214K -$6.05K -20 -3%
SMA
793
Sage Mountain Advisors
Georgia
$213K -$44.5K -147 -17%
FNT
794
First National Trust
Pennsylvania
$211K +$3.93K +13 +2%
APA
795
Astoria Portfolio Advisors
New York
$210K +$211K +698 New
PA
796
Pinnacle Associates
New York
$208K -$27.2K -90 -11%
AIC
797
Argus Investors Counsel
New York
$208K
RWA
798
River Wealth Advisors
Pennsylvania
$207K +$208K +689 New
ECG
799
Edge Capital Group
Georgia
$206K +$208K +687 New
SMC
800
Smith, Moore & Co
Missouri
$205K

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.