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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
FPS
851
Fieldpoint Private Securities
Connecticut
$25K -$5.75K -22 -19%
CAM
852
Close Asset Management
United Kingdom
$25K
WQ
853
Wealth Quarterback
New Jersey
$23K +$262 +1 +1%
FAM
854
Fred Alger Management
New York
$23K +$22.8K +87 New
CWM
855
Cranbrook Wealth Management
Michigan
$22K
PSB
856
Piscataqua Savings Bank
New Hampshire
$21K
TLCM
857
Twin Lakes Capital Management
California
$21K
BIA
858
Bell Investment Advisors
California
$21K +$20.4K +78 New
EL
859
EMFO LLC
Florida
$20K
RBC
860
Roble Belko & Company
Pennsylvania
$20K
GKWIM
861
Gerber Kawasaki Wealth & Investment Management
California
$19K +$19.1K +73 New
SIAP
862
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
EWM
863
Evermay Wealth Management
Virginia
$17K -$352K -1,347 -95%
JPLA
864
Joseph P. Lucia & Associates
New York
$17K -$2.35K -9 -12%
Jones Financial Companies
865
Jones Financial Companies
Missouri
$17K
OC
866
Oakworth Capital
Alabama
$17K
VCM
867
Vigilant Capital Management
Maine
$17K +$16.7K +64 New
TCM
868
Tradewinds Capital Management
Washington
$16K
FMP
869
Financial Management Professionals
Texas
$14K -$12.8K -49 -49%
RIM
870
Rockbridge Investment Management
New York
$14K
JWA
871
JFS Wealth Advisors
Pennsylvania
$14K +$7.32K +28 +112%
HDIM
872
Hanson & Doremus Investment Management
Vermont
$14K +$13.9K +53 New
Nisa Investment Advisors
873
Nisa Investment Advisors
Missouri
$13.7K
TFIPS
874
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.2K
GWS
875
Glassman Wealth Services
Virginia
$13K +$1.57K +6 +13%

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.