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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.54B -$38.3M -146,426 -1%
BlackRock
2
BlackRock
New York
$2.49B -$51.9M -198,322 -2%
State Street
3
State Street
Massachusetts
$1.43B -$20.2M -77,080 -1%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.17B -$4.92M -18,811 -0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$996M -$65.3M -249,793 -6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$707M +$7.81M +29,863 +1%
Boston Partners
7
Boston Partners
Massachusetts
$592M +$16.1M +61,401 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$566M +$14M +53,706 +3%
UBS AM
9
UBS AM
Illinois
$541M -$10.1M -38,495 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$539M -$48.4M -185,097 -8%
UBS Group
11
UBS Group
Switzerland
$497M -$843K -3,222 -0.2%
LAM
12
Lyrical Asset Management
New York
$429M -$34.1M -130,308 -7%
Northern Trust
13
Northern Trust
Illinois
$387M -$14.5M -55,582 -4%
Viking Global Investors
14
Viking Global Investors
Connecticut
$370M -$36.3M -138,921 -9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$361M -$39M -149,197 -10%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$343M +$9.14M +34,935 +3%
American Century Companies
17
American Century Companies
Missouri
$325M -$45.6M -174,154 -12%
Morgan Stanley
18
Morgan Stanley
New York
$322M +$10.6M +40,595 +3%
Norges Bank
19
Norges Bank
Norway
$301M -$18.6M -71,210 -6%
BGC
20
Beutel, Goodman & Co
Ontario, Canada
$296M +$12.8M +49,005 +5%
Brown Advisory
21
Brown Advisory
Maryland
$271M +$9.59M +36,674 +4%
Bank of America
22
Bank of America
North Carolina
$252M -$10.3M -39,402 -4%
PPA
23
Parametric Portfolio Associates
Washington
$219M -$20.3M -77,780 -9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$216M -$16.5M -62,916 -7%
Legal & General Group
25
Legal & General Group
United Kingdom
$215M +$5.34M +20,403 +3%

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.