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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.04B -$7.33M -24,782 -0.2%
BlackRock
2
BlackRock
New York
$2.54B -$297M -1,004,752 -11%
State Street
3
State Street
Massachusetts
$1.65B +$13.6M +45,978 +0.8%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.37B +$33M +111,485 +3%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.09B -$42.4M -143,505 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$746M -$59.9M -202,522 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$702M +$54.4M +183,996 +9%
Boston Partners
8
Boston Partners
Massachusetts
$669M -$6.37M -21,537 -1%
UBS AM
9
UBS AM
Illinois
$620M +$1.72M +5,801 +0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$576M -$38M -128,530 -6%
UBS Group
11
UBS Group
Switzerland
$530M -$37M -125,003 -7%
LAM
12
Lyrical Asset Management
New York
$442M -$46.9M -158,525 -10%
Viking Global Investors
13
Viking Global Investors
Connecticut
$439M +$15.7M +52,929 +4%
Northern Trust
14
Northern Trust
Illinois
$432M -$9.19M -31,085 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$420M +$7.16M +24,191 +2%
Morgan Stanley
16
Morgan Stanley
New York
$395M +$27.2M +92,035 +8%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$380M -$10.9M -36,720 -3%
Norges Bank
18
Norges Bank
Norway
$337M -$5.74M -19,401 -2%
American Century Companies
19
American Century Companies
Missouri
$330M -$39.8M -134,671 -11%
Brown Advisory
20
Brown Advisory
Maryland
$330M +$19.7M +66,704 +6%
BGC
21
Beutel, Goodman & Co
Ontario, Canada
$290M -$47.7M -161,224 -14%
Deutsche Bank
22
Deutsche Bank
Germany
$267M +$59.2M +200,285 +29%
Bank of America
23
Bank of America
North Carolina
$265M -$22.5M -76,123 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$253M +$6.13M +20,740 +3%
PPA
25
Parametric Portfolio Associates
Washington
$247M -$3.13M -10,594 -1%

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.