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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
VCM
901
Versant Capital Management
Arizona
$5K
APWA
902
Atlas Private Wealth Advisors
New Jersey
$5K +$262 +1 +6%
TFA
903
Toth Financial Advisory
Virginia
$5K +$5.23K +20 New
MGIM
904
M&G Investment Management
United Kingdom
$4.86K
CFD
905
Creative Financial Designs
Indiana
$4K
EWA
906
Evolution Wealth Advisors
Florida
$4K
EWM
907
Edge Wealth Management
New York
$4K +$3.92K +15 New
ACA
908
Atlas Capital Advisors
Wyoming
$3.17K
CWC
909
Carolinas Wealth Consulting
North Carolina
$3K
Kayne Anderson Rudnick Investment Management
910
Kayne Anderson Rudnick Investment Management
California
$3K
LF
911
Lee Financial
Texas
$3K
SFP
912
Sterling Financial Planning
New Jersey
$3K
DFCM
913
Dark Forest Capital Management
Puerto Rico
$3K +$2.88K +11 New
PMFA
914
Plante Moran Financial Advisors
Michigan
$2K -$26.2K -100 -93%
AWMS
915
Advocacy Wealth Management Services
Georgia
$2K
AFS
916
Annapolis Financial Services
Maryland
$2K
TFM
917
TFC Financial Management
Massachusetts
$2K
MG
918
MilWealth Group
Wisconsin
$1.06K +$1.05K +4 New
CWP
919
Concord Wealth Partners
Virginia
$1K -$12K -46 -90%
ATC
920
Adirondack Trust Company
New York
$1K
TFA
921
Transamerica Financial Advisors
Florida
$1K
PI
922
PEAK6 Investments
Illinois
$1K +$262 +1 +50%
WIM
923
Westside Investment Management
California
$26
BBHC
924
Brown Brothers Harriman & Co
New York
$16
BAM
925
Blueshift Asset Management
New Jersey
-$13.4M -53,849 Closed

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.