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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
VCM
351
Virtue Capital Management
Tennessee
$1.3M -$38.9K -251 -3%
MGIM
352
M&G Investment Management
United Kingdom
$1.3M +$1.21M +7,778 New
ECM
353
ExodusPoint Capital Management
New York
$1.29M +$1.2M +7,728 New
NB
354
Norinchukin Bank
Japan
$1.28M -$286K -1,843 -19%
FNBT
355
FineMark National Bank & Trust
Florida
$1.28M -$2.32K -15 -0.2%
BWA
356
BDO Wealth Advisors
Florida
$1.26M -$87.6K -565 -7%
MCC
357
Malaga Cove Capital
California
$1.26M -$38.3K -247 -3%
MIA
358
MainStreet Investment Advisors
Illinois
$1.26M +$137K +887 +13%
SGA
359
Strategic Global Advisors
California
$1.24M -$128K -824 -10%
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$1.24M -$568K -3,666 -33%
TCA
361
Transcend Capital Advisors
New Jersey
$1.24M +$1.15M +7,450 New
ASN
362
Advisory Services Network
Georgia
$1.23M +$150K +967 +15%
OC
363
Oppenheimer & Co
New York
$1.22M +$465 +3 +0%
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$1.21M -$333K -2,150 -23%
CEP
365
Chicago Equity Partners
Illinois
$1.2M +$32.5K +210 +3%
Nordea Investment Management
366
Nordea Investment Management
Sweden
$1.2M -$31K -200 -3%
OWA
367
One Wealth Advisors
California
$1.19M -$49.6K -320 -4%
Creative Planning
368
Creative Planning
Kansas
$1.16M +$69.6K +449 +7%
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$1.16M +$288K +1,858 +37%
ACM
370
AlphaCrest Capital Management
New York
$1.15M +$717K +4,628 +201%
CIM
371
Cambria Investment Management
California
$1.15M -$191K -1,233 -15%
JFGIW
372
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M -$93.9K -606 -8%
TWI
373
Thomas White International
Illinois
$1.14M -$5.89K -38 -0.6%
LAM
374
Lingohr Asset Management
Germany
$1.13M
PAM
375
Paradigm Asset Management
New York
$1.1M +$46.5K +300 +5%

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.