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Ameriprise Financial

994 hedge funds and large institutions have $27.4B invested in Ameriprise Financial in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 76

1% more funds holding

Funds holding: 985994 (+9)

0.74% more ownership

Funds ownership: 82.09%82.83% (+0.74%)

1% less capital invested

Capital invested by funds: $27.6B → $27.4B (-$229M)

7% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 362

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

57% less call options, than puts

Call options by funds: $55.5M | Put options by funds: $128M

Holders
994
Holders Change
+9
Holders Change %
+0.91%
% of All Funds
15.68%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
337
Reduced
362
Closed
76
Calls
$55.5M
Puts
$128M
Net Calls
-$72.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.11B +$91.4M +302,243 +2%
BlackRock
2
BlackRock
New York
$2.58B +$53.9M +178,170 +2%
State Street
3
State Street
Massachusetts
$1.62B -$25.9M -85,643 -2%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.34B -$28.1M -92,763 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.1B +$6.58M +21,757 +0.6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$793M +$50.6M +167,230 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$698M -$757K -2,502 -0.1%
Boston Partners
8
Boston Partners
Massachusetts
$683M +$17.2M +56,755 +3%
UBS AM
9
UBS AM
Illinois
$607M -$9.89M -32,688 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$541M -$32.8M -108,498 -6%
Morgan Stanley
11
Morgan Stanley
New York
$524M +$131M +433,749 +33%
UBS Group
12
UBS Group
Switzerland
$495M -$33.9M -112,069 -6%
LAM
13
Lyrical Asset Management
New York
$441M +$644K +2,129 +0.1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$433M +$15M +49,728 +4%
Northern Trust
15
Northern Trust
Illinois
$423M -$7.37M -24,351 -2%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$386M +$7.19M +23,762 +2%
Norges Bank
17
Norges Bank
Norway
$378M +$42.8M +141,345 +13%
Invesco
18
Invesco
Georgia
$324M +$81.9M +270,755 +34%
BGC
19
Beutel, Goodman & Co
Ontario, Canada
$278M -$10.5M -34,868 -4%
Viking Global Investors
20
Viking Global Investors
Connecticut
$277M -$160M -530,468 -36%
Brown Advisory
21
Brown Advisory
Maryland
$276M -$52.4M -173,252 -16%
Bank of America
22
Bank of America
North Carolina
$265M +$1.23M +4,060 +0.5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$264M +$11.9M +39,193 +5%
American Century Companies
24
American Century Companies
Missouri
$256M -$73.5M -243,069 -22%
PPA
25
Parametric Portfolio Associates
Washington
$255M +$9.64M +31,879 +4%

AMP Hedge Fund Activity: Q1 2022 in Review

994 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2022, worth a combined $27.4B — down 0.83% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AMP positions and 76 closed out — a net gain of 17 holders — while 337 added to existing stakes and 362 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $131M. The largest seller was Viking Global Investors, cutting an estimated $160M.

  • 994 institutional investors held Ameriprise Financial (AMP) as of Q1 2022, up from 985 in Q4 2021.
  • Funds reported $27.4B of Ameriprise Financial stock for Q1 2022, down 0.83% quarter-over-quarter.
  • 93 funds opened new Ameriprise Financial positions in Q1 2022 and 76 closed out, a net change of +17 holders.
  • The largest Ameriprise Financial buyer in Q1 2022 was Morgan Stanley, an estimated $131M added.
  • The largest Ameriprise Financial seller in Q1 2022 was Viking Global Investors, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2022.