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Ameriprise Financial
AMP

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: 13 → 14 (+1)

7% more funds holding

Funds holding: 923 → 985 (+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

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$181M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
3
Deutsche Bank
Deutsche Bank
Germany
+$59.2M
4
Barclays
Barclays
United Kingdom
+$56M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$54.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$297M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$59.9M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$47.7M
4
LAM
Lyrical Asset Management
New York
-$46.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$42.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
901
Twin Lakes Capital Management
California
$24K – – –
GWS
902
Glassman Wealth Services
Virginia
$24K +$8.28K +28 +55%
EL
903
EMFO LLC
Florida
$23K – – –
JWA
904
JFS Wealth Advisors
Pennsylvania
$22K +$5.62K +19 +36%
RBC
905
Roble Belko & Company
Pennsylvania
$21K -$2.37K -8 -10%
SIAP
906
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K – – –
KPCM
907
Kings Point Capital Management
New York
$21K +$20.4K +69 New
BHWM
908
Beaird Harris Wealth Management
Texas
$21K +$20.7K +70 New
EWM
909
Evermay Wealth Management
Virginia
$20K – – –
A
910
AustralianSuper
Australia
$20K -$18.4M -62,281 -50%
OC
911
Oakworth Capital
Alabama
$19K – – –
VCM
912
Vigilant Capital Management
Maine
$19K – – –
TCM
913
Tradewinds Capital Management
Washington
$18K – – –
PMFA
914
Plante Moran Financial Advisors
Michigan
$17K +$14.5K +49 +613%
RIM
915
Rockbridge Investment Management
New York
$16K – – –
FMP
916
Financial Management Professionals
Texas
$16K +$592 +2 +4%
PO
917
Private Ocean
California
$16K +$15.4K +52 New
KFI
918
Key Financial Inc
Pennsylvania
$14K – – –
SC
919
Solstein Capital
California
$14K – – –
BFC
920
Bedel Financial Consulting
Indiana
$14K +$3.55K +12 +34%
CSWM
921
Cassady Schiller Wealth Management
Ohio
$13K +$12.7K +43 New
SWA
922
Sutton Wealth Advisors
Florida
$13K – – –
FPFS
923
First Personal Financial Services
North Carolina
$12K – – –
Optiver Holding
924
Optiver Holding
Netherlands
$12K – – –
RK
925
Rather & Kittrell
Tennessee
$12K +$12.4K +42 New
35 36
37
38 39

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.