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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
Mitsubishi UFJ Asset Management
126
Mitsubishi UFJ Asset Management
Japan
$19.6M +$2.54M +8,589 +15%
Axa
127
Axa
France
$19.3M +$16.8M +56,719 +772%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$19M -$839K -2,836 -4%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7M -$1.09M -3,669 -6%
Rafferty Asset Management
130
Rafferty Asset Management
New York
$18.6M +$2.08M +7,046 +13%
Calamos Advisors
131
Calamos Advisors
Illinois
$18.3M +$693K +2,342 +4%
NIPH
132
NN Investment Partners Holdings
Netherlands
$17.9M -$9.17M -31,009 -34%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$17.9M +$981K +3,317 +6%
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$17.3M -$1.46M -4,948 -8%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$17.2M +$1.29M +4,370 +8%
Bank of Nova Scotia
136
Bank of Nova Scotia
Ontario, Canada
$17.2M +$7.5M +25,352 +80%
Man Group
137
Man Group
United Kingdom
$16.9M +$1.58M +5,330 +10%
First Trust Advisors
138
First Trust Advisors
Illinois
$16.9M +$11.4M +38,626 +223%
AC
139
Alley Company
Illinois
$16.4M +$249K +841 +2%
MML Investors Services
140
MML Investors Services
Massachusetts
$16.3M +$970K +3,281 +6%
PC
141
PhiloSmith Capital
Connecticut
$16.2M
PSUF
142
People's United Financial
Connecticut
$16.1M -$895K -3,027 -5%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$16.1M +$1.99M +6,722 +14%
GT
144
Glenmede Trust
Pennsylvania
$15.9M -$13.3K -45 -0.1%
ZIM
145
Zacks Investment Management
Illinois
$15.9M +$350K +1,184 +2%
Asset Management One
146
Asset Management One
Japan
$15.9M -$1.1M -3,714 -7%
SAM
147
Storebrand Asset Management
Norway
$15.8M +$55K +186 +0.4%
CA
148
Capitolis Advisors
New York
$15.8M -$670K -2,266 -4%
LBC
149
Lowe Brockenbrough & Co
Virginia
$15.8M +$185K +626 +1%
HighTower Advisors
150
HighTower Advisors
Illinois
$15.7M +$1.79M +6,063 +13%

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.