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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
PAMP
926
Polar Asset Management Partners
Ontario, Canada
– -$312K -1,342 Closed
Two Sigma Investments
927
Two Sigma Investments
New York
– -$314K -1,244 Closed
SWRP
928
Summit Wealth & Retirement Planning
California
– -$279K -1,200 Closed
BAIA
929
Bel Air Investment Advisors
California
– -$262K -1,125 Closed
SFS
930
Sowell Financial Services
Arkansas
– -$292K -1,107 Closed
BS
931
Banco Santander
Spain
– -$256K -1,101 Closed
AWCI
932
Alpine Woods Capital Investors
New York
– -$256K -1,100 Closed
B
933
Barings
North Carolina
– -$246K -1,058 Closed
FMT
934
First Mercantile Trust
Tennessee
– -$245K -1,055 Closed
JWCA
935
J.W. Coons Advisors
Ohio
– -$243K -1,053 Closed
ONB
936
Old National Bancorp
Indiana
– -$243K -1,045 Closed
SGA
937
Strategic Global Advisors
California
– -$241K -1,036 Closed
VFA
938
Voya Financial Advisors
Connecticut
– -$232K -994 Closed
HI
939
Horizon Investments
North Carolina
– -$204K -878 Closed
FCCM
940
First City Capital Management
Georgia
– -$217K -865 Closed
FC
941
FORA Capital
Florida
– -$166K -715 Closed
AIC
942
Ameritas Investment Company
Nebraska
– -$135K -580 Closed
VFA
943
Valeo Financial Advisors
Indiana
– -$100K -430 Closed
WAP
944
Wealthcare Advisory Partners
Pennsylvania
– -$40K -172 Closed
IAIM
945
International Assets Investment Management
Florida
– -$28K -143 Closed
AP
946
Arlington Partners
Alabama
– -$30K -131 Closed
ADIM
947
Alpha DNA Investment Management
Maryland
– -$28K -124 Closed
AJ
948
Ashburton (Jersey)
Jersey
– -$23K -99 Closed
CL
949
COWA LLC
Oklahoma
– -$17K -71 Closed
SLF
950
Sun Life Financial
Ontario, Canada
– -$16K -69 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.