We are live on ! Find out more
AMP icon

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
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$17.1M +$942K +3,603 +6%
PAMS
127
Pictet Asset Management (Switzerland)
Switzerland
$16.4M +$16.3M +62,255 New
CA
128
Capitolis Advisors
New York
$15.8M
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$15.4M -$277K -1,060 -2%
Calamos Advisors
130
Calamos Advisors
Illinois
$15.4M +$1.34M +5,132 +10%
JMPWA
131
JP Morgan Private Wealth Advisors
California
$15.2M +$572K +2,187 +4%
BCM
132
Basswood Capital Management
New York
$15.2M -$1.02M -3,893 -6%
BFA
133
Bragg Financial Advisors
North Carolina
$15.1M -$1.08M -4,143 -7%
PSUF
134
People's United Financial
Connecticut
$14.9M +$148K +567 +1%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$14.8M +$870K +3,324 +6%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$14.8M +$872K +3,333 +6%
Asset Management One
137
Asset Management One
Japan
$14.7M -$262K -1,003 -2%
Rafferty Asset Management
138
Rafferty Asset Management
New York
$14.4M -$3.97M -15,161 -22%
PC
139
PhiloSmith Capital
Connecticut
$14.2M
AC
140
Alley Company
Illinois
$14.2M +$235K +899 +2%
CWM
141
CIBC World Markets
New York
$14.1M +$634K +2,425 +5%
GT
142
Glenmede Trust
Pennsylvania
$14M -$300K -1,147 -2%
SAM
143
Storebrand Asset Management
Norway
$13.8M +$635K +2,428 +5%
LBC
144
Lowe Brockenbrough & Co
Virginia
$13.6M -$157K -600 -1%
ZIM
145
Zacks Investment Management
Illinois
$13.6M -$3.22M -12,307 -19%
Man Group
146
Man Group
United Kingdom
$13.4M -$6.63M -25,336 -33%
MML Investors Services
147
MML Investors Services
Massachusetts
$13.4M +$275K +1,053 +2%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$13.3M +$503K +1,921 +4%
Hudson Bay Capital Management
149
Hudson Bay Capital Management
Connecticut
$13.2M +$1.31M +5,000 +11%
Aviva
150
Aviva
United Kingdom
$13.2M +$2.31M +8,812 +21%

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.