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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
BFC
851
Bedel Financial Consulting
Indiana
$9K -$2.27K -9 -20%
EARNEST Partners
852
EARNEST Partners
Georgia
$9K
NSB
853
Norway Savings Bank
Maine
$9K
SSB
854
Sandy Spring Bank
Maryland
$9K +$9.33K +37 New
AIG
855
American International Group
New York
$8.94K -$5.55K -22 -0.1%
SL
856
Savior LLC
Massachusetts
$8K -$2.27K -9 -22%
HR
857
Howe & Rusling
New York
$8K
PWMG
858
Prestige Wealth Management Group
New Jersey
$8K
AIM
859
Arcadia Investment Management
Michigan
$8K +$8.32K +33 New
RA
860
Resolute Advisors
California
$7K
AF
861
Allworth Financial
California
$7K +$6.81K +27 New
JWA
862
JFS Wealth Advisors
Pennsylvania
$6K
NC
863
NewSquare Capital
Pennsylvania
$6K
WAS
864
Winch Advisory Services
Wisconsin
$6K
ETC
865
Exchange Traded Concepts
Oklahoma
$6K +$6.55K +26 New
CWM
866
Cedar Wealth Management
California
$5K -$1.76K -7 -25%
APWA
867
Atlas Private Wealth Advisors
New Jersey
$5K
CAM
868
ClariVest Asset Management
California
$5K
IFAM
869
Institutional & Family Asset Management
Colorado
$5K
SWM
870
Sugarloaf Wealth Management
Georgia
$5K
MGIM
871
M&G Investment Management
United Kingdom
$4.58K +$4.64M +18,393 New
EWA
872
Evolution Wealth Advisors
Florida
$4K
VCM
873
Versant Capital Management
Arizona
$4K
FFG
874
Ford Financial Group
California
$4K +$5.04K +20 New
CWC
875
Carolinas Wealth Consulting
North Carolina
$3K

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.