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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
CBT
801
Central Bank & Trust
Kentucky
$69K
ME
802
McIlrath & Eck
Washington
$69K
CI
803
CX Institutional
Indiana
$69K +$11K +42 +19%
GCM
804
Gables Capital Management
Florida
$66K
RFA
805
Reilly Financial Advisors
California
$66K
DOA
806
D'Orazio & Associates
Virginia
$66K +$65.7K +251 New
PB
807
Pinnacle Bancorp
Nebraska
$65K -$9.94K -38 -13%
BC
808
Bartlett & Co
Ohio
$64K -$1.31K -5 -2%
GLLW
809
Graves Light Lenhart Wealth
Virginia
$64K
BCWM
810
Bartlett & Co Wealth Management
Ohio
$63.7K -$1.31K -5 -2%
SWM
811
Spire Wealth Management
Virginia
$62K
EBA
812
Eagle Bay Advisors
New York
$60K +$22.5K +86 +62%
VNIM
813
Vaughan Nelson Investment Management
Texas
$60K +$59.6K +228 New
BWL
814
Bogart Wealth LLC
Virginia
$58K
TG
815
TCW Group
California
$55.3K +$517K +1,976 +1%
FF
816
FourThought Financial
Florida
$55K -$2.09K -8 -4%
NFG
817
Next Financial Group
Texas
$55K +$5.75K +22 +12%
M
818
MOTCO
Texas
$54K -$34.3K -131 -39%
AF
819
Advisornet Financial
Minnesota
$54K
HFS
820
Hantz Financial Services
Michigan
$54K +$13.6K +52 +34%
CFGS
821
Concourse Financial Group Securities
Alabama
$54K +$40.5K +155 +304%
AAM
822
Advisors Asset Management
Colorado
$53K -$2.15M -8,238 -98%
Bank Julius Baer & Co
823
Bank Julius Baer & Co
Switzerland
$53K -$262 -1 -0.5%
FFC
824
First Financial Corp
Indiana
$53K
FMTCOCP
825
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K

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.