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Ameriprise Financial

954 hedge funds and large institutions have $21.2B invested in Ameriprise Financial in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 320 increasing their positions, 361 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $29.5M

1.24% less ownership

Funds ownership: 82.83%81.6% (-1.2%)

4% less funds holding

Funds holding: 994954 (-40)

11% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 361

23% less capital invested

Capital invested by funds: $27.4B → $21.2B (-$6.17B)

23% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 111

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
954
Holders Change
-40
Holders Change %
-4.02%
% of All Funds
16.07%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.12%
New
86
Increased
320
Reduced
361
Closed
111
Calls
$30.2M
Puts
$29.5M
Net Calls
+$758K
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.29B +$42.7M +159,565 +1%
BlackRock
2
BlackRock
New York
$2.13B +$96.2M +358,940 +4%
State Street
3
State Street
Massachusetts
$1.2B -$94.3M -351,846 -7%
Aristotle Capital Management
4
Aristotle Capital Management
California
$1.06B -$5.92M -22,103 -0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$729M -$157M -584,395 -16%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$595M -$37M -138,002 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$562M +$11.2M +41,784 +2%
Boston Partners
8
Boston Partners
Massachusetts
$550M +$9.98M +37,238 +2%
Morgan Stanley
9
Morgan Stanley
New York
$531M +$132M +492,208 +28%
UBS AM
10
UBS AM
Illinois
$474M -$6.88M -25,672 -1%
LSV Asset Management
11
LSV Asset Management
Illinois
$418M -$11.8M -43,892 -2%
UBS Group
12
UBS Group
Switzerland
$379M -$14M -52,320 -3%
Northern Trust
13
Northern Trust
Illinois
$330M -$6.07M -22,645 -2%
LAM
14
Lyrical Asset Management
New York
$325M -$27.1M -101,281 -7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$307M -$40.4M -150,860 -10%
Norges Bank
16
Norges Bank
Norway
$300M +$76.3K +285 +0%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$290M -$17.6M -65,607 -5%
American Century Companies
18
American Century Companies
Missouri
$282M +$88.9M +332,027 +39%
Viking Global Investors
19
Viking Global Investors
Connecticut
$281M +$69.8M +260,568 +28%
Invesco
20
Invesco
Georgia
$238M -$21.3M -79,342 -7%
Bank of America
21
Bank of America
North Carolina
$233M +$25.7M +95,817 +11%
N
22
Nuveen
North Carolina
$232M +$54M +201,521 +26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$231M +$25.4M +94,860 +11%
BGC
24
Beutel, Goodman & Co
Ontario, Canada
$226M +$7.01M +26,170 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$219M +$20.6M +77,006 +9%

AMP Hedge Fund Activity: Q2 2022 in Review

954 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2022, worth a combined $21.2B — down 23% from $27.4B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of AMP and 86 opened new positions — a net loss of 25 holders — while 361 trimmed existing stakes and 320 added.

The largest buyer was Morgan Stanley, adding an estimated $132M. The largest seller was JP Morgan Chase, cutting an estimated $157M.

  • 954 institutional investors held Ameriprise Financial (AMP) as of Q2 2022, down from 994 in Q1 2022.
  • Funds reported $21.2B of Ameriprise Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 86 funds opened new Ameriprise Financial positions in Q2 2022 and 111 closed out, a net change of -25 holders.
  • The largest Ameriprise Financial buyer in Q2 2022 was Morgan Stanley, an estimated $132M added.
  • The largest Ameriprise Financial seller in Q2 2022 was JP Morgan Chase, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2022.