We are live on ! Find out more
AMP icon

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
IPW
901
IronBridge Private Wealth
Texas
– -$3.57M -15,346 Closed
DF
902
Donoghue Forlines
Massachusetts
– -$3.04M -13,078 Closed
Massachusetts Financial Services
903
Massachusetts Financial Services
Massachusetts
– -$2.75M -11,817 Closed
BAMF
904
BI Asset Management Fondsmaeglerselskab
Denmark
– -$2.7M -11,623 Closed
AC
905
Athanor Capital
New York
– -$2.42M -10,403 Closed
CCM
906
Cinctive Capital Management
New York
– -$2.4M -10,325 Closed
PF
907
Phoenix Financial
Israel
– -$2.27M -9,754 Closed
Los Angeles Capital Management
908
Los Angeles Capital Management
California
– -$2M -8,592 Closed
DA
909
Denali Advisors
California
– -$1.59M -6,830 Closed
PFM
910
Patton Fund Management
Texas
– -$1.12M -4,816 Closed
MAM
911
Martingale Asset Management
Massachusetts
– -$1.09M -4,699 Closed
Walleye Capital
912
Walleye Capital
New York
– -$959 -4,126 Closed
ABTD
913
Arvest Bank Trust Division
Oklahoma
– -$833K -3,584 Closed
WIA
914
Wealthstreet Investment Advisors
Texas
– -$738K -3,173 Closed
ICP
915
Interchange Capital Partners
Pennsylvania
– -$1.21M -3,036 Closed
VF
916
Virtu Financial
New York
– -$693K -2,981 Closed
CCG
917
Capital CS Group
California
– -$676K -2,910 Closed
CSIC
918
Clifford Swan Investment Counsel
California
– -$555K -2,389 Closed
FLPIM
919
F.L. Putnam Investment Management
Massachusetts
– -$536K -2,306 Closed
LIA
920
LS Investment Advisors
Michigan
– -$520K -2,238 Closed
WANY
921
Wealthspire Advisors (New York)
New York
– -$474K -2,040 Closed
FAIM
922
Financial Advocates Investment Management
Washington
– -$427K -1,836 Closed
LOAME
923
Lombard Odier Asset Management (Europe)
United Kingdom
– -$398K -1,712 Closed
PP
924
PDT Partners
New York
– -$349K -1,500 Closed
CCIA
925
Campbell & Co Investment Adviser
Maryland
– -$337K -1,449 Closed
35 36
37
38 39

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.