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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
KFP
976
KB Financial Partners
New Jersey
$1K +$592 +2 New
S
977
Surevest
California
$1K +$887 +3 New
CWM
978
Curi Wealth Management
North Carolina
$1K +$1.18K +4 New
FGAM
979
Financial Gravity Asset Management
Texas
$402 +$804K +2,717 +271,700%
WA
980
WestEnd Advisors
North Carolina
$301 +$296 +1 New
CP
981
Castleview Partners
Texas
$56 +$5M +16,892 New
WIM
982
Westside Investment Management
California
$30 – – –
BBHC
983
Brown Brothers Harriman & Co
New York
$18 – – –
FFG
984
Ford Financial Group
California
$6 +$5.92K +20 New
PCM
985
Prana Capital Management
Connecticut
– -$22.9M -86,607 Closed
BCM
986
Basswood Capital Management
New York
– -$15.2M -57,537 Closed
ACI
987
AMP Capital Investors
Australia
– -$9.47M -35,825 Closed
MGIM
988
M&G Investment Management
United Kingdom
– -$4.86K -18,393 Closed
Citadel Advisors
989
Citadel Advisors
Florida
– -$4.62M -15,618 Closed
Tudor Investment Corp
990
Tudor Investment Corp
Connecticut
– -$3.79M -14,350 Closed
VanEck Associates
991
VanEck Associates
New York
– -$3.11M -11,782 Closed
BC
992
Brookfield Corp
Ontario, Canada
– -$2.39M -9,043 Closed
AA
993
ALPS Advisors
Colorado
– -$2.19M -8,307 Closed
SEC
994
Seven Eight Capital
New York
– -$1.64M -6,200 Closed
HIIFS
995
Harel Insurance Investments & Financial Services
Israel
– -$1.52M -5,773 Closed
NEI
996
Northwest & Ethical Investments
Ontario, Canada
– -$1.42M -5,362 Closed
CM
997
Capula Management
Cayman Islands
– -$1.41M -5,318 Closed
VI
998
Versor Investments
New York
– -$1.22M -4,600 Closed
MSE
999
MUFG Securities EMEA
United Kingdom
– -$1.06M -4,000 Closed
HCM
1000
Howland Capital Management
Massachusetts
– -$902K -3,415 Closed
38 39
40
41 42

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.