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Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Concord Wealth Partners
Virginia
$19K +$8.47K +28 +80%
TCM
927
Tradewinds Capital Management
Washington
$18K
PO
928
Private Ocean
California
$16K
SWA
929
Sutton Wealth Advisors
Florida
$15.9K +$3.02K +10 +23%
RIM
930
Rockbridge Investment Management
New York
$15.5K
PSB
931
Piscataqua Savings Bank
New Hampshire
$15K -$9.07K -30 -38%
KFI
932
Key Financial Inc
Pennsylvania
$14K
SC
933
Solstein Capital
California
$14K
SSG
934
Summit Securities Group
New York
$14K +$13.6K +45 New
Loomis, Sayles & Company
935
Loomis, Sayles & Company
Massachusetts
$13K +$2.72K +9 +26%
TFO
936
Tarbox Family Office
California
$12K -$30.3K -100 -71%
FPFS
937
First Personal Financial Services
North Carolina
$12K
SIAP
938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K -$10.6K -35 -50%
BFC
939
Bedel Financial Consulting
Indiana
$11K -$3.63K -12 -26%
WWM
940
Wolff Wiese Magana
California
$11K -$605 -2 -5%
EARNEST Partners
941
EARNEST Partners
Georgia
$11K
HR
942
Howe & Rusling
New York
$11K +$605 +2 +6%
AF
943
Allworth Financial
California
$11K +$908 +3 +9%
NFSG
944
Newbridge Financial Services Group
Florida
$11K +$11.2K +37 New
CWM
945
Cedar Wealth Management
California
$10K
PWMG
946
Prestige Wealth Management Group
New Jersey
$10K
RE
947
RBC Europe
United Kingdom
$10K
LSA
948
Leonteq Securities AG
Switzerland
$9.91K +$9.98K +33 New
CHC
949
City Holding Co
West Virginia
$9K
TSWM
950
Tyler-Stone Wealth Management
Ohio
$9K

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.