Ameriprise Financial
883 hedge funds and large institutions have $22.3B invested in Ameriprise Financial in 2021 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 269 increasing their positions, 341 reducing their positions, and 69 closing their positions.
58% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 69
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
25% more call options, than puts
Call options by funds: $47.8M | Put options by funds: $38.2M
19% more capital invested
Capital invested by funds: $18.8B → $22.3B (+$3.55B)
4% more funds holding
Funds holding: 852 → 883 (+31)
0.51% more ownership
Funds ownership: 81.93% → 82.43% (+0.51%)
21% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 341
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$183M |
| 2 |
Bank of New York Mellon
New York
|
+$164M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$73.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$50.7M |
| 5 |
JP Morgan Chase
New York
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$219M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
-$129M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$76.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$45.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$43M |
AMP Hedge Fund Activity: Q1 2021 in Review
883 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2021, worth a combined $22.3B — up 19% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new AMP positions and 69 closed out — a net gain of 40 holders — while 269 added to existing stakes and 341 trimmed.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $183M. The largest seller was Charles Schwab, cutting an estimated $219M.
- 883 institutional investors held Ameriprise Financial (AMP) as of Q1 2021, up from 852 in Q4 2020.
- Funds reported $22.3B of Ameriprise Financial stock for Q1 2021, up 19% quarter-over-quarter.
- 109 funds opened new Ameriprise Financial positions in Q1 2021 and 69 closed out, a net change of +40 holders.
- The largest Ameriprise Financial buyer in Q1 2021 was Viking Global Investors, an estimated $183M added.
- The largest Ameriprise Financial seller in Q1 2021 was Charles Schwab, an estimated $219M sold.
Based on aggregated 13F filings for Q1 2021.