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Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
C
876
Covestor
United Kingdom
$58K +$9.68K +32 +20%
CP
877
Cumberland Partners
Ontario, Canada
$58K +$58.4K +193 New
BCWM
878
Bartlett & Co Wealth Management
Ohio
$57.3K +$72.9K +241 New
HIA
879
Harbor Investment Advisory
Maryland
$57K
KFS
880
Kelly Financial Services
Massachusetts
$56.8K
Koshinski Asset Management
881
Koshinski Asset Management
Illinois
$54.1K
GWMIA
882
Global Wealth Management Investment Advisory
Florida
$54K
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
MA
884
Montag & Associates
Georgia
$50K -$187K -618 -79%
LWA
885
Lowe Wealth Advisors
Maryland
$50K
MBFW
886
Morton Brown Family Wealth
Pennsylvania
$48K
TF
887
Tompkins Financial
New York
$48K +$48.1K +159 New
HDIM
888
Hanson & Doremus Investment Management
Vermont
$46K
SCM
889
Silvant Capital Management
Georgia
$46K
WBC
890
West Branch Capital
Massachusetts
$46K
CG
891
Cutler Group
California
$46K +$46.6K +154 New
BCA
892
Bray Capital Advisors
Florida
$45K
SWM
893
Selective Wealth Management
Virginia
$45K
TIM
894
Tortoise Investment Management
New York
$45K
HFS
895
Hantz Financial Services
Michigan
$45K +$8.77K +29 +24%
APW
896
Acima Private Wealth
Virginia
$44K
AP
897
Arlington Partners
Alabama
$44K
EWM
898
Evermay Wealth Management
Virginia
$44K +$24.2K +80 +121%
BWL
899
Bogart Wealth LLC
Virginia
$43K -$23K -76 -35%
WPA
900
West Paces Advisors
Georgia
$42.7K -$5.75K -19 -12%

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.