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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
CWC
976
Carolinas Wealth Consulting
North Carolina
$3K
LF
977
Lee Financial
Texas
$3K
HF
978
Halpern Financial
Virginia
$2.1K
PMFA
979
Plante Moran Financial Advisors
Michigan
$2K -$14.8K -49 -86%
AWMS
980
Advocacy Wealth Management Services
Georgia
$2K
AFS
981
Annapolis Financial Services
Maryland
$2K
TFM
982
TFC Financial Management
Massachusetts
$2K
AA
983
Addison Advisors
Vermont
$2K +$303 +1 +17%
ATC
984
Adirondack Trust Company
New York
$1K
CWM
985
Curi Wealth Management
North Carolina
$1K
S
986
Surevest
California
$1K
TFA
987
Transamerica Financial Advisors
Florida
$1K
CAL
988
Capital Advisors Ltd
Ohio
$1K +$605 +2 +200%
SIC
989
SJS Investment Consulting
Ohio
$1K +$605 +2 New
TH
990
TCTC Holdings
Texas
$1K +$605 +2 New
PI
991
PEAK6 Investments
Illinois
$1K +$908 +3 New
ONST
992
Old North State Trust
North Carolina
$434 -$365K -1,207 -100%
FGAM
993
Financial Gravity Asset Management
Texas
$393 -$96.2K -318 -12%
MG
994
MilWealth Group
Wisconsin
$301 -$908 -3 -75%
WIM
995
Westside Investment Management
California
$30
BCPEMI
996
Bain Capital Public Equity Management II
Massachusetts
-$138M -457,380 Closed
MCM
997
Moore Capital Management
New York
-$39.2M -130,000 Closed
A
998
AustralianSuper
Australia
-$20K -62,867 Closed
Alyeska Investment Group
999
Alyeska Investment Group
Illinois
-$14M -46,285 Closed
CCM
1000
Cinctive Capital Management
New York
-$10.1M -33,318 Closed

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.