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Ameriprise Financial
AMP

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: 13 → 14 (+1)

7% more funds holding

Funds holding: 923 → 985 (+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

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$181M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$59.2M
4
Barclays
Barclays
United Kingdom
+$56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$297M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$47.7M
4
LAM
Lyrical Asset Management
New York
-$46.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$42.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
M
851
MOTCO
Texas
$62K – – –
AAM
852
Advisors Asset Management
Colorado
$60K – – –
FMTCOCP
853
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K – – –
FFC
854
First Financial Corp
Indiana
$60K – – –
HIA
855
Harbor Investment Advisory
Maryland
$58K – – –
KFS
856
Kelly Financial Services
Massachusetts
$57K – – –
LWCFA
857
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K +$47.9K +162 +853%
Manulife (Manufacturers Life Insurance)
858
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54.8K -$6.77M -22,886 -11%
Koshinski Asset Management
859
Koshinski Asset Management
Illinois
$54.3K – – –
GWMIA
860
Global Wealth Management Investment Advisory
Florida
$54K – – –
MCM
861
MV Capital Management
Maryland
$54K +$2.66K +9 +5%
LWA
862
Lowe Wealth Advisors
Maryland
$50K – – –
C
863
Covestor
United Kingdom
$49K +$47.6K +161 New
WPA
864
West Paces Advisors
Georgia
$48.6K +$2.96K +10 +7%
MBFW
865
Morton Brown Family Wealth
Pennsylvania
$48K +$47K +159 New
CFO
866
CVA Family Office
Colorado
$47K +$45.8K +155 New
SCM
867
Silvant Capital Management
Georgia
$46K – – –
WBC
868
West Branch Capital
Massachusetts
$46K – – –
HDIM
869
Hanson & Doremus Investment Management
Vermont
$46K +$29.6K +100 +189%
BCA
870
Bray Capital Advisors
Florida
$45K – – –
TIM
871
Tortoise Investment Management
New York
$45K – – –
SWM
872
Selective Wealth Management
Virginia
$45K +$44.4K +150 New
APW
873
Acima Private Wealth
Virginia
$44K – – –
FMB
874
Field & Main Bank
Kentucky
$44K – – –
JFA
875
JNBA Financial Advisors
Minnesota
$44K +$3.85K +13 +10%
33 34
35
36 37

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.