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Ameriprise Financial

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: 1314 (+1)

7% more funds holding

Funds holding: 923985 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SC
926
Stephens Consulting
Michigan
$11.2K +$10.9K +37 New
EARNEST Partners
927
EARNEST Partners
Georgia
$11K
Loomis, Sayles & Company
928
Loomis, Sayles & Company
Massachusetts
$11K
SSB
929
Sandy Spring Bank
Maryland
$11K
WWM
930
Wolff Wiese Magana
California
$11K
CWP
931
Concord Wealth Partners
Virginia
$11K +$8.87K +30 +600%
RE
932
RBC Europe
United Kingdom
$10K -$42.9K -145 -81%
HR
933
Howe & Rusling
New York
$10K
PWMG
934
Prestige Wealth Management Group
New Jersey
$10K
AF
935
Allworth Financial
California
$10K +$296 +1 +3%
CWM
936
Cedar Wealth Management
California
$10K +$3.55K +12 +57%
CHC
937
City Holding Co
West Virginia
$9K +$8.87K +30 New
TSWM
938
Tyler-Stone Wealth Management
Ohio
$9K +$8.87K +30 New
ETC
939
Exchange Traded Concepts
Oklahoma
$8K
NC
940
NewSquare Capital
Pennsylvania
$8K
SC
941
SouthState Corp
Florida
$8K
WAS
942
Winch Advisory Services
Wisconsin
$8K
MFC
943
Mechanics Financial Corp
Ohio
$8K +$7.39K +25 New
CA
944
CoreCap Advisors
Michigan
$8K +$7.99K +27 New
CAM
945
ClariVest Asset Management
California
$7K
RCM
946
Raleigh Capital Management
North Carolina
$7K +$6.8K +23 New
DHGWA
947
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$7.1K +24 New
IFAM
948
Institutional & Family Asset Management
Colorado
$6K
SWM
949
Sugarloaf Wealth Management
Georgia
$6K
TFA
950
Toth Financial Advisory
Virginia
$6K

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.