We are live on ! Find out more
AMP icon

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
KIG
876
Kowal Investment Group
Wisconsin
$13K +$13.1K +50 New
KFI
877
Key Financial Inc
Pennsylvania
$12K
SC
878
Solstein Capital
California
$12K
Optiver Holding
879
Optiver Holding
Netherlands
$12K +$11.8K +45 New
SWA
880
Sutton Wealth Advisors
Florida
$11.4K +$262 +1 +2%
FPFS
881
First Personal Financial Services
North Carolina
$11K
TF
882
Tompkins Financial
New York
$11K +$10.5K +40 New
WWM
883
Wolff Wiese Magana
California
$10K -$2.62K -10 -21%
EARNEST Partners
884
EARNEST Partners
Georgia
$10K
SSB
885
Sandy Spring Bank
Maryland
$10K
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$9K -$2.88K -11 -24%
BFC
887
Bedel Financial Consulting
Indiana
$9K
HR
888
Howe & Rusling
New York
$9K
PWMG
889
Prestige Wealth Management Group
New Jersey
$8K
RA
890
Resolute Advisors
California
$8K
AF
891
Allworth Financial
California
$8K +$1.05K +4 +15%
SC
892
SouthState Corp
Florida
$7K -$8.89K -34 -57%
ETC
893
Exchange Traded Concepts
Oklahoma
$7K
NC
894
NewSquare Capital
Pennsylvania
$7K
WAS
895
Winch Advisory Services
Wisconsin
$7K
CWM
896
Cedar Wealth Management
California
$6K
SWM
897
Sugarloaf Wealth Management
Georgia
$6K
CAM
898
ClariVest Asset Management
California
$6K +$785 +3 +14%
LWCFA
899
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K -$8.89K -34 -64%
IFAM
900
Institutional & Family Asset Management
Colorado
$5K

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.