We are live on ! Find out more
AMP icon

Ameriprise Financial

755 hedge funds and large institutions have $15.4B invested in Ameriprise Financial in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 202 increasing their positions, 295 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

44% more capital invested

Capital invested by funds: $10.7B → $15.4B (+$4.73B)

7% more funds holding

Funds holding: 705755 (+50)

0.6% less ownership

Funds ownership: 84.82%84.22% (-0.6%)

32% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 295

42% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $68M

Holders
755
Holders Change
+50
Holders Change %
+7.09%
% of All Funds
15.48%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
121
Increased
202
Reduced
295
Closed
63
Calls
$39.6M
Puts
$68M
Net Calls
-$28.3M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Altium Wealth Management
New York
$655K -$141K -1,099 -20%
JCM
402
Jacobi Capital Management
Pennsylvania
$651K +$21.9K +171 +4%
PAM
403
Palisade Asset Management
Minnesota
$647K +$57.7K +450 +12%
RTC
404
Riverview Trust Company
Washington
$640K
AII
405
AGF Investments Inc
Ontario, Canada
$629K +$142K +1,111 +36%
SP
406
Symmetry Partners
Connecticut
$623K +$43.6K +340 +9%
AP
407
Advisor Partners
California
$615K -$21K -164 -4%
CIM
408
CIM Investment Management
Pennsylvania
$612K +$523K +4,076 New
FA
409
FDx Advisors
Illinois
$611K +$17.1K +133 +3%
WIP
410
Wellesley Investment Partners
Massachusetts
$608K -$144K -1,125 -22%
CI
411
Cigna Investments
Connecticut
$608K +$51.2K +399 +11%
CT
412
Caldwell Trust
Florida
$604K
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$594K
BAM
414
Belpointe Asset Management
Nevada
$589K +$503K +3,922 New
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$585K -$55.9K -436 -10%
PRC
416
Pearl River Capital
Michigan
$585K +$499K +3,896 New
TK
417
TIAA Kaspick
Massachusetts
$581K
KA
418
Kintegral Advisory
New York
$579K
Nomura Holdings
419
Nomura Holdings
Japan
$577K +$493K +3,844 New
AP
420
Appleton Partners
Massachusetts
$570K -$9.74K -76 -2%
SC
421
SRB Corp
Massachusetts
$563K +$94.9K +740 +25%
TAM
422
Tocqueville Asset Management
New York
$558K -$81.9K -639 -15%
HPC
423
HM Payson & Co
Maine
$556K -$19.2K -150 -4%
CIP
424
Convergence Investment Partners
Florida
$553K -$504K -3,933 -52%
JFGIW
425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$551K -$468K -3,648 -50%

AMP Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2020, worth a combined $15.4B — up 44% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AMP positions and 63 closed out — a net gain of 58 holders — while 202 added to existing stakes and 295 trimmed.

The largest buyer was Vanguard Group, adding an estimated $290M. The largest seller was BlackRock, cutting an estimated $100M.

  • 755 institutional investors held Ameriprise Financial (AMP) as of Q2 2020, up from 705 in Q1 2020.
  • Funds reported $15.4B of Ameriprise Financial stock for Q2 2020, up 44% quarter-over-quarter.
  • 121 funds opened new Ameriprise Financial positions in Q2 2020 and 63 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q2 2020 was Vanguard Group, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q2 2020 was BlackRock, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.