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Ameriprise Financial

770 hedge funds and large institutions have $15.3B invested in Ameriprise Financial in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 224 increasing their positions, 293 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 59

2% more funds holding

Funds holding: 755770 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $15.4B → $15.3B (-$127M)

1.37% less ownership

Funds ownership: 84.22%82.85% (-1.4%)

24% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 293

31% less call options, than puts

Call options by funds: $29.1M | Put options by funds: $42.5M

Holders
770
Holders Change
+15
Holders Change %
+1.99%
% of All Funds
15.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
78
Increased
224
Reduced
293
Closed
59
Calls
$29.1M
Puts
$42.5M
Net Calls
-$13.3M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
401
Palisade Asset Management
Minnesota
$666K +$1.39K +9 +0.2%
PFM
402
Patton Fund Management
Texas
$659K -$33.3K -216 -5%
RTC
403
Riverview Trust Company
Washington
$658K
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$656K -$50.5K -328 -7%
AWM
405
Altium Wealth Management
New York
$652K -$20.6K -134 -3%
JCM
406
Jacobi Capital Management
Pennsylvania
$651K -$16.9K -110 -3%
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$650K -$23.7K -154 -4%
MCM
408
MAI Capital Management
Ohio
$625K -$86.9K -564 -12%
CI
409
Cigna Investments
Connecticut
$624K
AP
410
Advisor Partners
California
$623K -$9.24K -60 -1%
CIM
411
CIM Investment Management
Pennsylvania
$621K -$6.78K -44 -1%
OWA
412
One Wealth Advisors
California
$608K -$94.1K -611 -13%
IRF
413
IBM Retirement Fund
New York
$604K +$161K +1,047 +36%
TK
414
TIAA Kaspick
Massachusetts
$597K
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$590K -$9.86K -64 -2%
SC
416
SRB Corp
Massachusetts
$579K
SC
417
Savant Capital
Illinois
$578K +$15.1K +98 +3%
KA
418
Kintegral Advisory
New York
$576K -$18.5K -120 -3%
AP
419
Appleton Partners
Massachusetts
$576K -$9.39K -61 -2%
AII
420
AGF Investments Inc
Ontario, Canada
$575K -$70.8K -460 -11%
HPC
421
HM Payson & Co
Maine
$571K
RBA
422
Richard Bernstein Advisors
New York
$564K
QI
423
Qtron Investments
Massachusetts
$557K
TPCW
424
TD Private Client Wealth
New York
$557K +$432K +2,806 +348%
IMRF
425
Illinois Municipal Retirement Fund
Illinois
$555K +$555K +3,604 New

AMP Hedge Fund Activity: Q3 2020 in Review

770 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q3 2020, worth a combined $15.3B — down 0.82% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new AMP positions and 59 closed out — a net gain of 19 holders — while 224 added to existing stakes and 293 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.8M. The largest seller was Vanguard Group, cutting an estimated $241M.

  • 770 institutional investors held Ameriprise Financial (AMP) as of Q3 2020, up from 755 in Q2 2020.
  • Funds reported $15.3B of Ameriprise Financial stock for Q3 2020, down 0.82% quarter-over-quarter.
  • 78 funds opened new Ameriprise Financial positions in Q3 2020 and 59 closed out, a net change of +19 holders.
  • The largest Ameriprise Financial buyer in Q3 2020 was JP Morgan Chase, an estimated $58.8M added.
  • The largest Ameriprise Financial seller in Q3 2020 was Vanguard Group, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2020.