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Ameriprise Financial

827 hedge funds and large institutions have $17.6B invested in Ameriprise Financial in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 224 increasing their positions, 313 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

10% more capital invested

Capital invested by funds: $16B → $17.6B (+$1.6B)

10% more funds holding

Funds holding: 754827 (+73)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.29% less ownership

Funds ownership: 83.91%83.62% (-0.29%)

28% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 313

48% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $54.4M

Holders
827
Holders Change
+73
Holders Change %
+9.68%
% of All Funds
16.3%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
140
Increased
224
Reduced
313
Closed
53
Calls
$28.1M
Puts
$54.4M
Net Calls
-$26.3M
Net Calls Change
+$8.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UF
251
Univest Financial
Pennsylvania
$3.35M +$4.67M +30,168 New
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$3.35M +$34.2K +221 +1%
MLICM
253
Metropolitan Life Insurance Company (MetLife)
New York
$3.31M -$104K -674 -3%
AB
254
Amalgamated Bank
New York
$3.26M +$16.1K +104 +0.5%
BF
255
BOK Financial
Oklahoma
$3.19M +$229K +1,480 +8%
DCM
256
Dupont Capital Management
Delaware
$3.09M -$638K -4,116 -18%
GI
257
GAMCO Investors
Connecticut
$3.04M -$89.9K -580 -3%
NEI
258
Northwest & Ethical Investments
Ontario, Canada
$3.03M -$269K -1,734 -9%
MSA
259
Mason Street Advisors
Wisconsin
$3.01M -$88K -568 -3%
Baird Financial Group
260
Baird Financial Group
Wisconsin
$3.01M -$487K -3,146 -15%
HAI
261
Hennessy Advisors Inc
California
$2.98M -$248K -1,600 -8%
HCM
262
Hengehold Capital Management
Ohio
$2.96M +$82.4K +532 +3%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$2.95M +$1.69M +10,892 +160%
WBC
264
Westpac Banking Corp
Australia
$2.94M +$1.19M +7,700 +78%
DnB Asset Management
265
DnB Asset Management
Norway
$2.92M +$419K +2,704 +18%
CB
266
Commerce Bank
Missouri
$2.88M +$109K +704 +4%
VIA
267
Vident Investment Advisory
Georgia
$2.83M +$2.63M +16,961 New
PDN
268
Pensionfund DSM Netherlands
Netherlands
$2.77M -$294K -1,900 -10%
SFM
269
Soros Fund Management
New York
$2.74M
SPIA
270
Steward Partners Investment Advisory
New York
$2.71M +$155 +1 +0%
OWD
271
Osborn Williams & Donohoe
Ohio
$2.7M +$96.4K +622 +4%
DA
272
Duality Advisers
Florida
$2.57M +$2.39M +15,446 New
IAN
273
Integrated Advisors Network
Texas
$2.57M +$2.39M +15,446 New
CBN
274
Cadence Bank NA
Texas
$2.52M -$109K -703 -4%
CGH
275
Crossmark Global Holdings
Texas
$2.52M +$965K +6,225 +70%

AMP Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2019, worth a combined $17.6B — up 10% from $16B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new AMP positions and 53 closed out — a net gain of 87 holders — while 224 added to existing stakes and 313 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $221M. The largest seller was JP Morgan Chase, cutting an estimated $199M.

  • 827 institutional investors held Ameriprise Financial (AMP) as of Q4 2019, up from 754 in Q3 2019.
  • Funds reported $17.6B of Ameriprise Financial stock for Q4 2019, up 10% quarter-over-quarter.
  • 140 funds opened new Ameriprise Financial positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest Ameriprise Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $221M added.
  • The largest Ameriprise Financial seller in Q4 2019 was JP Morgan Chase, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2019.