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Ameriprise Financial

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: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AP
876
Arlington Partners
Alabama
$44K +$43.5K +147 New
TFO
877
Tarbox Family Office
California
$43K
Jones Financial Companies
878
Jones Financial Companies
Missouri
$42K +$21.3K +72 +109%
ZIG
879
Zullo Investment Group
Pennsylvania
$42K +$41.4K +140 New
FP
880
Financial Perspectives
Minnesota
$41.2K +$296 +1 +0.7%
CWS
881
Confluence Wealth Services
Pennsylvania
$39K +$38.5K +130 New
KCM
882
KRS Capital Management
Michigan
$39K +$38.5K +130 New
HFS
883
Hantz Financial Services
Michigan
$37K -$24.3K -82 -40%
POIA
884
Pin Oak Investment Advisors
Texas
$34K
PP
885
PrairieView Partners
Minnesota
$34K
EPM
886
Equitec Proprietary Markets
Illinois
$33K +$32.5K +110 New
EW
887
Evoke Wealth
California
$32K
CFCI
888
Comprehensive Financial Consultants Institutional
Indiana
$32K +$31.4K +106 New
NSB
889
Norway Savings Bank
Maine
$30K -$10.9K -37 -27%
DAM
890
Delta Asset Management
Tennessee
$30K
ACM
891
Aquatic Capital Management
Illinois
$30K +$29.6K +100 New
CAM
892
Close Asset Management
United Kingdom
$29K
MWM
893
Mascoma Wealth Management
New Hampshire
$29K +$28.7K +97 New
PP
894
PFS Partners
New Jersey
$28.7K +$28.1K +95 New
FPS
895
Fieldpoint Private Securities
Connecticut
$28K
CWM
896
Cranbrook Wealth Management
Michigan
$26K
FAM
897
Fred Alger Management
New York
$26K
ADL
898
Asset Dedication LLC
California
$25K -$27.2K -92 -53%
BIA
899
Bell Investment Advisors
California
$24K
PSB
900
Piscataqua Savings Bank
New Hampshire
$24K

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.