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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
LCM
401
Leisure Capital Management
California
$898K
OAM
402
Oppenheimer Asset Management
New York
$886K -$6.51K -42 -0.8%
Janney Montgomery Scott
403
Janney Montgomery Scott
Pennsylvania
$885K -$117K -758 -12%
UCFA
404
United Capital Financial Advisors
Texas
$885K -$72.8K -470 -8%
HNB
405
Huntington National Bank
Ohio
$881K -$106K -686 -11%
GIA
406
Gargoyle Investment Advisor
New Jersey
$881K
Assenagon Asset Management
407
Assenagon Asset Management
Luxembourg
$875K -$10.3M -66,389 -93%
MCM
408
MAI Capital Management
Ohio
$861K +$451K +2,910 +129%
BC
409
Brinker Capital
Pennsylvania
$830K -$19.5K -126 -2%
NMIMC
410
Northwestern Mutual Investment Management Company
Wisconsin
$820K -$9.76K -63 -1%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$820K +$53.6K +346 +8%
GAM
412
Gotham Asset Management
New York
$816K +$66K +426 +10%
V
413
Veritable
Delaware
$812K -$1.71K -11 -0.2%
AAM
414
Auxier Asset Management
Oregon
$781K -$3.87K -25 -0.5%
JG
415
Jefferies Group
New York
$780K +$726K +4,684 New
PT
416
Plimoth Trust
Massachusetts
$768K -$17K -110 -2%
BAM
417
Belpointe Asset Management
Nevada
$766K +$62.6K +404 +10%
AWM
418
Altium Wealth Management
New York
$761K -$26.3K -170 -4%
AP
419
Advisor Partners
California
$754K -$1.4K -9 -0.2%
FIM
420
Freedom Investment Management
Connecticut
$741K +$25.1K +162 +4%
BCM
421
BlueCrest Capital Management
Jersey
$739K +$688K +4,439 New
TAM
422
Tocqueville Asset Management
New York
$728K -$15.7K -101 -2%
SC
423
Sepio Capital
Utah
$726K +$291K +1,877 +76%
RTC
424
Riverview Trust Company
Washington
$711K
DCM
425
Dean Capital Management
Kansas
$697K +$8.37K +54 +1%

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.