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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
WPA
801
West Paces Advisors
Georgia
$37.6K +$2.27K +9 +6%
BCA
802
Bray Capital Advisors
Florida
$37K
TIM
803
Tortoise Investment Management
New York
$37K
CFO
804
CVA Family Office
Colorado
$37K +$7.56K +30 +25%
EBA
805
Eagle Bay Advisors
New York
$37K +$34.8K +138 New
APW
806
Acima Private Wealth
Virginia
$36K
TFO
807
Tarbox Family Office
California
$35K
FP
808
Financial Perspectives
Minnesota
$34K -$7.95M -31,553 -100%
JFA
809
JNBA Financial Advisors
Minnesota
$33K
FPS
810
Fieldpoint Private Securities
Connecticut
$31K +$29K +115 New
FMB
811
Field & Main Bank
Kentucky
$31K +$31.5K +125 New
BMD
812
Better Money Decisions
New Mexico
$29K
HI
813
Hudock Inc
Pennsylvania
$29K
PP
814
PrairieView Partners
Minnesota
$28K -$1.51K -6 -5%
POIA
815
Pin Oak Investment Advisors
Texas
$28K
PMFA
816
Plante Moran Financial Advisors
Michigan
$27K -$5.29K -21 -16%
EW
817
Evoke Wealth
California
$26K -$756 -3 -3%
HFA
818
Hoover Financial Advisors
Pennsylvania
$25K -$2.77K -11 -10%
DAM
819
Delta Asset Management
Tennessee
$25K
FMP
820
Financial Management Professionals
Texas
$25K +$8.82K +35 +53%
CAM
821
Close Asset Management
United Kingdom
$24K
WQ
822
Wealth Quarterback
New Jersey
$22K +$21.4K +85 New
CWM
823
Cranbrook Wealth Management
Michigan
$21K
PSB
824
Piscataqua Savings Bank
New Hampshire
$20K
JPLA
825
Joseph P. Lucia & Associates
New York
$19K

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.