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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
CFD
951
Creative Financial Designs
Indiana
$6K +$2.07K +7 +50%
AIM
952
AHL Investment Management
Florida
$6K +$6.21K +21 New
EWM
953
Edge Wealth Management
New York
$5K – – –
VCM
954
Versant Capital Management
Arizona
$5K – – –
CSB
955
City State Bank
Iowa
$5K +$5.03K +17 New
LFG
956
Larson Financial Group
Missouri
$5K +$5.03K +17 New
Kayne Anderson Rudnick Investment Management
957
Kayne Anderson Rudnick Investment Management
California
$4K – – –
SC
958
Schubert & Co
Texas
$4K +$3.55K +12 New
ACA
959
Atlas Capital Advisors
Wyoming
$3.62K – – –
CWC
960
Carolinas Wealth Consulting
North Carolina
$3K – – –
LF
961
Lee Financial
Texas
$3K – – –
CCM
962
Chilton Capital Management
Texas
$3K +$3.25K +11 New
HF
963
Halpern Financial
Virginia
$2.11K +$2.07K +7 New
AWMS
964
Advocacy Wealth Management Services
Georgia
$2K – – –
AFS
965
Annapolis Financial Services
Maryland
$2K – – –
TFM
966
TFC Financial Management
Massachusetts
$2K – – –
AA
967
Addison Advisors
Vermont
$2K +$1.77K +6 New
CAC
968
Core Alternative Capital
Georgia
$2K +$1.77K +6 New
RTC
969
Riverview Trust Company
Washington
$1.29K – – –
MG
970
MilWealth Group
Wisconsin
$1.21K – – –
CQS
971
Credential Qtrade Securities
$1.21K +$1.18K +4 New
Lazard Asset Management
972
Lazard Asset Management
New York
$1K -$3.25M -10,997 -100%
UFF
973
USA Financial Formulas
Michigan
$1K -$923K -3,119 -100%
ATC
974
Adirondack Trust Company
New York
$1K – – –
TFA
975
Transamerica Financial Advisors
Florida
$1K – – –
37 38
39
40 41

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.