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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
DWA
801
Dougherty Wealth Advisers
Minnesota
$182K
TSW
802
Thompson Siegel & Walmsley
Virginia
$163K
ZB
803
Zions Bancorporation
Utah
$153K +$1.48K +5 +1%
PCM
804
Penserra Capital Management
California
$153K +$26.3K +89 +21%
CFN
805
Cordasco Financial Network
Florida
$151K -$237K -800 -62%
PCG
806
Private Capital Group
Connecticut
$150K
DCM
807
Dupont Capital Management
Delaware
$137K -$3.85M -13,011 -97%
SOW
808
State of Wyoming
Wyoming
$136K +$36.4K +123 +37%
CT
809
Caldwell Trust
Florida
$136K +$4.44K +15 +3%
HCP
810
Hexagon Capital Partners
Arkansas
$133K
CA
811
Cornerstone Advisory
Maryland
$130K +$127K +430 New
HWA
812
HHM Wealth Advisors
Tennessee
$126K
NIM
813
NuWave Investment Management
New Jersey
$126K +$124K +418 New
BWM
814
BerganKDV Wealth Management
Minnesota
$124K
FAG
815
Fortitude Advisory Group
Washington
$124K +$122K +411 New
APA
816
American Portfolios Advisors
New York
$120K +$18.6K +63 +19%
BFEC
817
Benjamin F. Edwards & Company
Missouri
$118K -$296 -1 -0.3%
NFG
818
Next Financial Group
Texas
$118K +$55K +186 +90%
TWA
819
TCI Wealth Advisors
Arizona
$114K -$11.8K -40 -10%
DGAM
820
Desjardins Global Asset Management
Quebec, Canada
$111K +$109K +368 New
FCA
821
FinTrust Capital Advisors
South Carolina
$110K +$13.3K +45 +14%
WB
822
Webster Bank
Connecticut
$108K
CBT
823
CoreFirst Bank & Trust
Kansas
$100K -$1.48K -5 -1%
RMC
824
Resources Management Corp
Connecticut
$100K
GLLW
825
Graves Light Lenhart Wealth
Virginia
$100K +$25.7K +87 +36%

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.