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Ameriprise Financial
AMP

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: 882 → 890 (+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: 11 → 9 (-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

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$174M
2
BlackRock
BlackRock
New York
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M
4
AII
AGF Investments Inc
Ontario, Canada
+$59.6M
5
Macquarie Group
Macquarie Group
Australia
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$124M
2
PAM
Panagora Asset Management
Massachusetts
-$92.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$88.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
876
Creative Financial Designs
Indiana
$3K – – –
Kayne Anderson Rudnick Investment Management
877
Kayne Anderson Rudnick Investment Management
California
$3K – – –
PWS
878
Paragon Wealth Strategies
Florida
$3K +$3.02K +12 New
ACA
879
Atlas Capital Advisors
Wyoming
$2.99K +$3.02K +12 New
AFS
880
Annapolis Financial Services
Maryland
$2K – – –
SFSIG
881
San Francisco Sentry Investment Group
California
$2K – – –
SFP
882
Sterling Financial Planning
New Jersey
$2K – – –
AWMS
883
Advocacy Wealth Management Services
Georgia
$2K +$1.76K +7 New
LF
884
Lee Financial
Texas
$2K +$2.52K +10 New
TFM
885
TFC Financial Management
Massachusetts
$1K – – –
TFA
886
Transamerica Financial Advisors
Florida
$1K – – –
PI
887
PEAK6 Investments
Illinois
$1K +$504 +2 New
ATC
888
Adirondack Trust Company
New York
$1K +$1.01K +4 New
SB
889
Strategic Blueprint
Georgia
$1K +$1.26K +5 New
WIM
890
Westside Investment Management
California
$25 – – –
BBHC
891
Brown Brothers Harriman & Co
New York
$15 -$24.7K -98 -62%
BGIM
892
Brandywine Global Investment Management
Pennsylvania
– -$39.5M -169,988 Closed
HF
893
HRT Financial
New York
– -$34.7M -149,252 Closed
E
894
Ergoteles
New York
– -$18.9M -81,321 Closed
LCM
895
Laurion Capital Management
New York
– -$10.9M -46,927 Closed
PI
896
PineBridge Investments
New York
– -$6.62M -28,462 Closed
PCM
897
Prana Capital Management
Connecticut
– -$6.06M -26,088 Closed
WorldQuant Millennium Advisors
898
WorldQuant Millennium Advisors
New York
– -$5.16M -22,181 Closed
WI
899
WBI Investments
New Jersey
– -$4.76M -20,497 Closed
PP
900
Paloma Partners
Connecticut
– -$4.06M -17,481 Closed
34 35
36
37 38

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.