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Ameriprise Financial

923 hedge funds and large institutions have $24.5B invested in Ameriprise Financial in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 44

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

4% more funds holding

Funds holding: 890923 (+33)

4% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $43.5M

4% more capital invested

Capital invested by funds: $23.6B → $24.5B (+$893M)

0.22% less ownership

Funds ownership: 82.09%81.87% (-0.22%)

12% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 337

Holders
923
Holders Change
+33
Holders Change %
+3.71%
% of All Funds
16.16%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.23%
New
86
Increased
297
Reduced
337
Closed
44
Calls
$45.4M
Puts
$43.5M
Net Calls
+$1.93M
Net Calls Change
+$7M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$24.2M +$23.9M +91,500 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$24M -$9.99M -38,205 -30%
NIPH
103
NN Investment Partners Holdings
Netherlands
$23.8M -$6.33M -24,193 -21%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$23.5M +$3.8M +14,522 +19%
FP
105
Foundry Partners
Minnesota
$23.5M -$124K -475 -0.5%
Assenagon Asset Management
106
Assenagon Asset Management
Luxembourg
$23.2M +$61.7K +236 +0.3%
MSV
107
MN Services Vermogensbeheer
Netherlands
$22.9M +$340K +1,300 +2%
PCM
108
Prana Capital Management
Connecticut
$22.9M +$22.7M +86,607 New
US Bancorp
109
US Bancorp
Minnesota
$22.6M +$872K +3,333 +4%
KBC Group
110
KBC Group
Belgium
$22.4M -$23.5M -90,010 -52%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$22.2M -$1.06M -4,047 -5%
PR
112
Payden & Rygel
California
$21.9M -$14.2M -54,200 -40%
SIA
113
Sit Investment Associates
Minnesota
$20.9M -$357K -1,365 -2%
Alyeska Investment Group
114
Alyeska Investment Group
Illinois
$20M -$2.75M -10,512 -12%
Franklin Resources
115
Franklin Resources
California
$19.7M +$3.55M +13,590 +22%
NLGIA
116
Nippon Life Global Investors Americas
New York
$19.6M -$492K -1,880 -2%
Stifel Financial
117
Stifel Financial
Missouri
$19.2M +$2.11M +8,057 +12%
FHA
118
First Horizon Advisors
Tennessee
$18.9M +$438K +1,673 +2%
Truist Financial
119
Truist Financial
North Carolina
$18.7M +$376K +1,436 +2%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$18.5M -$1.06M -4,066 -5%
Osaic Holdings
121
Osaic Holdings
Arizona
$18.5M +$1.11M +4,230 +6%
Marshall Wace
122
Marshall Wace
United Kingdom
$17.7M +$13.7M +52,332 +360%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$17.4M -$667K -2,549 -4%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.3M -$785K -3,002 -4%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$17.1M -$3.26M -12,463 -16%

AMP Hedge Fund Activity: Q3 2021 in Review

923 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2021, worth a combined $24.5B — up 3.8% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AMP positions and 44 closed out — a net gain of 42 holders — while 297 added to existing stakes and 337 trimmed.

The largest buyer was Bain Capital Public Equity Management II, opening a new position worth an estimated $136M. The largest seller was Bank of Montreal, cutting an estimated $82M.

  • 923 institutional investors held Ameriprise Financial (AMP) as of Q3 2021, up from 890 in Q2 2021.
  • Funds reported $24.5B of Ameriprise Financial stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q3 2021 and 44 closed out, a net change of +42 holders.
  • The largest Ameriprise Financial buyer in Q3 2021 was Bain Capital Public Equity Management II, an estimated $136M added.
  • The largest Ameriprise Financial seller in Q3 2021 was Bank of Montreal, an estimated $82M sold.

Based on aggregated 13F filings for Q3 2021.