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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
HIA
826
Harbor Investment Advisory
Maryland
$50K
KFS
827
Kelly Financial Services
Massachusetts
$49.9K -$12.2M -46,798 -100%
GWMIA
828
Global Wealth Management Investment Advisory
Florida
$48K
Koshinski Asset Management
829
Koshinski Asset Management
Illinois
$47.5K +$47.1K +180 New
RE
830
RBC Europe
United Kingdom
$47K
ADL
831
Asset Dedication LLC
California
$46K
MCM
832
MV Capital Management
Maryland
$45K +$2.88K +11 +7%
LWA
833
Lowe Wealth Advisors
Maryland
$44K
BCA
834
Bray Capital Advisors
Florida
$40K
SCM
835
Silvant Capital Management
Georgia
$40K
TIM
836
Tortoise Investment Management
New York
$40K
WBC
837
West Branch Capital
Massachusetts
$40K
WPA
838
West Paces Advisors
Georgia
$39.9K
APW
839
Acima Private Wealth
Virginia
$38K
FMB
840
Field & Main Bank
Kentucky
$38K +$5.23K +20 +16%
TFO
841
Tarbox Family Office
California
$37K
FP
842
Financial Perspectives
Minnesota
$36.1K
NSB
843
Norway Savings Bank
Maine
$36K +$26.2K +100 +270%
JFA
844
JNBA Financial Advisors
Minnesota
$35K
HI
845
Hudock Inc
Pennsylvania
$31K
POIA
846
Pin Oak Investment Advisors
Texas
$30K
PP
847
PrairieView Partners
Minnesota
$30K
BMD
848
Better Money Decisions
New Mexico
$29K -$1.57K -6 -5%
EW
849
Evoke Wealth
California
$27K
DAM
850
Delta Asset Management
Tennessee
$26K

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.