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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
HI
826
Hudock Inc
Pennsylvania
$98K +$61.2K +207 +173%
AWA
827
Amplius Wealth Advisors
Pennsylvania
$97K +$95.5K +323 New
TWM
828
Tradition Wealth Management
Minnesota
$91K
Bank Julius Baer & Co
829
Bank Julius Baer & Co
Switzerland
$91K +$29.9K +101 +51%
KA
830
Kozak & Associates
Colorado
$89K
CYG
831
Clean Yield Group
Vermont
$88K +$7.39K +25 +9%
LWA
832
Lenox Wealth Advisors
New York
$83K +$1.18K +4 +1%
CA
833
Crewe Advisors
Utah
$81K -$3.55K -12 -4%
KTC
834
Kistler-Tiffany Companies
Pennsylvania
$81K
RFA
835
Reilly Financial Advisors
California
$81K +$5.03K +17 +7%
LWANC
836
Laurel Wealth Advisors (North Carolina)
North Carolina
$80K
ME
837
McIlrath & Eck
Washington
$79K
PFBT
838
Parkside Financial Bank & Trust
Missouri
$79K +$296 +1 +0.4%
CBT
839
Central Bank & Trust
Kentucky
$78K
GCM
840
Gables Capital Management
Florida
$75K
PB
841
Pinnacle Bancorp
Nebraska
$74K
TFP
842
Tilia Fiduciary Partners
North Carolina
$73K +$71.3K +241 New
UCB
843
United Community Bank
South Carolina
$70.6K +$69.2K +234 New
IAIM
844
Industrial Alliance Investment Management
Quebec, Canada
$68K +$66.3K +224 New
CFGS
845
Concourse Financial Group Securities
Alabama
$67K +$5.03K +17 +8%
BWL
846
Bogart Wealth LLC
Virginia
$66K
MUMSS
847
Mitsubishi UFJ Morgan Stanley Securities
Japan
$66K +$65.1K +220 New
AF
848
Advisornet Financial
Minnesota
$65K +$3.85K +13 +6%
FF
849
FourThought Financial
Florida
$63K
EBA
850
Eagle Bay Advisors
New York
$62K -$6.21K -21 -9%

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.