We are live on ! Find out more
AMP icon

Ameriprise Financial

851 hedge funds and large institutions have $18.9B invested in Ameriprise Financial in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 233 increasing their positions, 317 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

11% more funds holding

Funds holding: 770851 (+81)

8% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $28.2M

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 317

Holders
851
Holders Change
+81
Holders Change %
+10.52%
% of All Funds
15.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
142
Increased
233
Reduced
317
Closed
51
Calls
$30.4M
Puts
$28.2M
Net Calls
+$2.2M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
351
Bridges Investment Management
Nebraska
$1.55M +$98.4K +550 +7%
OC
352
Oppenheimer & Co
New York
$1.53M +$597K +3,337 +74%
IG
353
ING Group
Netherlands
$1.52M +$924K +5,163 +194%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$1.5M -$5.19K -29 -0.4%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$1.5M +$101K +566 +8%
SP
356
Symmetry Partners
Connecticut
$1.49M
CG
357
Castellan Group
Kentucky
$1.48M +$1.36M +7,614 New
TBA
358
Tower Bridge Advisors
Pennsylvania
$1.47M +$1.36M +7,580 New
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$1.47M -$53.7K -300 -4%
SGA
360
Strategic Global Advisors
California
$1.47M -$32.8K -183 -2%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$1.46M -$176K -986 -12%
LAM
362
L2 Asset Management
Massachusetts
$1.45M +$536K +2,995 +67%
CCP
363
Corient Capital Partners
California
$1.45M -$414K -2,311 -24%
KRS
364
Kentucky Retirement Systems
Kentucky
$1.44M +$72K +402 +6%
CB
365
CNB Bank
Pennsylvania
$1.44M -$25.6K -143 -2%
VCA
366
Verdence Capital Advisors
Maryland
$1.42M -$97.2K -543 -7%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$1.42M +$215K +1,200 +20%
FHB
368
First Hawaiian Bank
Hawaii
$1.41M -$162K -905 -11%
MCC
369
Malaga Cove Capital
California
$1.41M
FA
370
FDx Advisors
Illinois
$1.41M +$512K +2,860 +65%
SIM
371
Sentry Investment Management
Wisconsin
$1.4M
SWA
372
SOA Wealth Advisors
New York
$1.4M +$1.16M +6,494 New
IMRF
373
Illinois Municipal Retirement Fund
Illinois
$1.39M +$634K +3,540 +98%
PFM
374
Patton Fund Management
Texas
$1.38M +$502K +2,807 +66%
PWM
375
Perigon Wealth Management
California
$1.37M +$24.9K +139 +2%

AMP Hedge Fund Activity: Q4 2020 in Review

851 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2020, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AMP positions and 51 closed out — a net gain of 91 holders — while 233 added to existing stakes and 317 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $81.2M. The largest seller was American Century Companies, cutting an estimated $118M.

  • 851 institutional investors held Ameriprise Financial (AMP) as of Q4 2020, up from 770 in Q3 2020.
  • Funds reported $18.9B of Ameriprise Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 142 funds opened new Ameriprise Financial positions in Q4 2020 and 51 closed out, a net change of +91 holders.
  • The largest Ameriprise Financial buyer in Q4 2020 was Bank of New York Mellon, an estimated $81.2M added.
  • The largest Ameriprise Financial seller in Q4 2020 was American Century Companies, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.