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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
OAM
401
Oppenheimer Asset Management
New York
$1.16M +$31K +173 +3%
LCM
402
Leisure Capital Management
California
$1.14M
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$1.13M +$17.7K +99 +2%
BC
404
Burney Company
Virginia
$1.11M -$329K -1,838 -24%
TA
405
TruWealth Advisors
Louisiana
$1.1M +$1.02M +5,679 New
FT
406
Fiduciary Trust
Massachusetts
$1.1M
ACM
407
Ativo Capital Management
Illinois
$1.08M -$696K -3,889 -41%
CP
408
Covenant Partners
Tennessee
$1.08M +$138K +770 +16%
VVP
409
Venture Visionary Partners
Ohio
$1.06M +$651K +3,635 +200%
PAG
410
Private Advisor Group
New Jersey
$1.06M +$115K +645 +13%
FC
411
FORA Capital
Florida
$1.05M +$679K +3,796 +234%
HNB
412
Huntington National Bank
Ohio
$1.02M +$8.95K +50 +1%
NFG
413
Nations Financial Group
Iowa
$1.01M +$932K +5,205 New
QIM
414
Quantitative Investment Management
Virginia
$1M +$924K +5,161 New
CS
415
Comerica Securities
Michigan
$979K +$25.1K +140 +3%
FIM
416
Freedom Investment Management
Connecticut
$966K +$500K +2,791 +128%
SG Americas Securities
417
SG Americas Securities
New York
$958K +$446K +2,489 +102%
Vontobel Holding
418
Vontobel Holding
Switzerland
$948K +$796K +4,446 New
CCIA
419
Campbell & Co Investment Adviser
Maryland
$942K +$868K +4,849 New
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$941K +$112K +625 +15%
FPCM
421
Financial Partners Capital Management
New York
$928K -$22.4K -125 -3%
TWI
422
Thomas White International
Illinois
$917K -$12.5K -70 -1%
MBT
423
Montecito Bank & Trust
California
$917K +$35.8K +200 +4%
RIM
424
Redwood Investment Management
Arizona
$908K -$33.1K -185 -4%
ESCM
425
Echo Street Capital Management
New York
$907K +$835K +4,665 New

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.