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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
RBC
826
Roble Belko & Company
Pennsylvania
$19K
TLCM
827
Twin Lakes Capital Management
California
$19K
EL
828
EMFO LLC
Florida
$19K +$19.2K +76 New
SIAP
829
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
WP
830
WealthShield Partners
North Carolina
$17K
CP
831
Castleview Partners
Texas
$17K +$17.4K +69 New
Jones Financial Companies
832
Jones Financial Companies
Missouri
$16K -$48.1K -191 -74%
OC
833
Oakworth Capital
Alabama
$16K
SC
834
SouthState Corp
Florida
$15K
TCM
835
Tradewinds Capital Management
Washington
$15K
TAIM
836
TD Ameritrade Investment Management
Nebraska
$13K -$121K -481 -90%
CFGS
837
Concourse Financial Group Securities
Alabama
$13K -$1.51K -6 -11%
CWP
838
Concord Wealth Partners
Virginia
$13K -$504 -2 -4%
FHC
839
First Horizon Corporation
Tennessee
$13K
RIM
840
Rockbridge Investment Management
New York
$13K
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$13.4K +53 New
Nisa Investment Advisors
842
Nisa Investment Advisors
Missouri
$13K -$1.46M -5,800 -10%
TFIPS
843
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.5K
KFI
844
Key Financial Inc
Pennsylvania
$12K
WWM
845
Wolff Wiese Magana
California
$12K +$2.02K +8 +20%
Loomis, Sayles & Company
846
Loomis, Sayles & Company
Massachusetts
$11K
SC
847
Solstein Capital
California
$11K
GWS
848
Glassman Wealth Services
Virginia
$11K +$2.02K +8 +22%
SWA
849
Sutton Wealth Advisors
Florida
$10.5K
FPFS
850
First Personal Financial Services
North Carolina
$10K

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.