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Ameriprise Financial
AMP

890 hedge funds and large institutions have $23.6B invested in Ameriprise Financial in 2021 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 265 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 69

6% more capital invested

Capital invested by funds: $22.3B → $23.6B (+$1.31B)

1% more funds holding

Funds holding: 882 → 890 (+8)

0.45% less ownership

Funds ownership: 82.53% → 82.09% (-0.45%)

13% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $40.3M

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

24% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 350

Holders
890
Holders Change
+8
Holders Change %
+0.91%
% of All Funds
15.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.16%
New
88
Increased
265
Reduced
350
Closed
69
Calls
$35.2M
Puts
$40.3M
Net Calls
-$5.08M
Net Calls Change
-$15.3M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$174M
2
BlackRock
BlackRock
New York
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.3M
4
AII
AGF Investments Inc
Ontario, Canada
+$59.6M
5
Macquarie Group
Macquarie Group
Australia
+$48.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$124M
2
PAM
Panagora Asset Management
Massachusetts
-$92.7M
3
Prudential Financial
Prudential Financial
New Jersey
-$88.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$54.7M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.37B +$6.14M +24,343 +0.2%
BlackRock
2
BlackRock
New York
$2.39B +$167M +662,711 +7%
State Street
3
State Street
Massachusetts
$1.37B +$2.48M +9,835 +0.2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.11B +$18.7M +74,068 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1B -$124M -491,641 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$659M +$33.3M +131,907 +5%
LSV Asset Management
7
LSV Asset Management
Illinois
$554M -$33.1M -131,396 -6%
Boston Partners
8
Boston Partners
Massachusetts
$542M +$10.4M +41,446 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$520M -$26.5M -105,055 -5%
UBS AM
10
UBS AM
Illinois
$519M -$873K -3,463 -0.2%
UBS Group
11
UBS Group
Switzerland
$470M -$20.8M -82,561 -4%
LAM
12
Lyrical Asset Management
New York
$437M -$37.8M -150,062 -8%
Viking Global Investors
13
Viking Global Investors
Connecticut
$383M +$174M +692,061 +82%
Northern Trust
14
Northern Trust
Illinois
$378M +$130K +515 +0%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$377M +$89.3M +354,421 +31%
American Century Companies
16
American Century Companies
Missouri
$350M -$23.3M -92,525 -6%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$314M +$455K +1,805 +0.1%
Norges Bank
18
Norges Bank
Norway
$301M -$25.7M -101,905 -8%
Morgan Stanley
19
Morgan Stanley
New York
$293M +$32.9M +130,430 +12%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$267M +$10.7M +42,610 +4%
Bank of America
21
Bank of America
North Carolina
$248M +$24.4M +96,639 +11%
Brown Advisory
22
Brown Advisory
Maryland
$246M +$9.92M +39,370 +4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$239M -$39.1M -155,236 -14%
Invesco
24
Invesco
Georgia
$233M -$4.33M -17,171 -2%
PPA
25
Parametric Portfolio Associates
Washington
$226M +$1.91M +7,561 +0.8%
1
2 3 4 5

AMP Hedge Fund Activity: Q2 2021 in Review

890 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2021, worth a combined $23.6B — up 5.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AMP positions and 69 closed out — a net gain of 19 holders — while 265 added to existing stakes and 350 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $174M. The largest seller was JP Morgan Chase, cutting an estimated $124M.

  • 890 institutional investors held Ameriprise Financial (AMP) as of Q2 2021, up from 882 in Q1 2021.
  • Funds reported $23.6B of Ameriprise Financial stock for Q2 2021, up 5.9% quarter-over-quarter.
  • 88 funds opened new Ameriprise Financial positions in Q2 2021 and 69 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q2 2021 was Viking Global Investors, an estimated $174M added.
  • The largest Ameriprise Financial seller in Q2 2021 was JP Morgan Chase, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2021.