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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
LWM
1026
Liberty Wealth Management
California
-$97K -338 Closed
CI
1027
CX Institutional
Indiana
-$69K -262 Closed
DOA
1028
D'Orazio & Associates
Virginia
-$66K -251 Closed
BC
1029
Bartlett & Co
Ohio
-$64K -241 Closed
BCWM
1030
Bartlett & Co Wealth Management
Ohio
-$63.7K -241 Closed
VNIM
1031
Vaughan Nelson Investment Management
Texas
-$60K -228 Closed
BMD
1032
Better Money Decisions
New Mexico
-$29K -110 Closed
GKWIM
1033
Gerber Kawasaki Wealth & Investment Management
California
-$19K -73 Closed
JPLA
1034
Joseph P. Lucia & Associates
New York
-$17K -66 Closed
KIG
1035
Kowal Investment Group
Wisconsin
-$13K -50 Closed
TF
1036
Tompkins Financial
New York
-$11K -40 Closed
RA
1037
Resolute Advisors
California
-$8K -29 Closed
APWA
1038
Atlas Private Wealth Advisors
New Jersey
-$5K -19 Closed
EWA
1039
Evolution Wealth Advisors
Florida
-$4K -15 Closed
DFCM
1040
Dark Forest Capital Management
Puerto Rico
-$3K -11 Closed
SFP
1041
Sterling Financial Planning
New Jersey
-$3K -10 Closed
PI
1042
PEAK6 Investments
Illinois
-$887 -3 Closed
CAL
1043
Capital Advisors Ltd
Ohio
+$296 +1 New

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.