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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
JCM
426
Jacobi Capital Management
Pennsylvania
$695K +$2.79K +18 +0.4%
FA
427
FDx Advisors
Illinois
$691K -$1.86K -12 -0.3%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$680K -$38.3K -247 -6%
CT
429
Caldwell Trust
Florida
$671K +$624K +4,027 New
MBT
430
Montecito Bank & Trust
California
$670K -$15.8K -102 -2%
HPC
431
HM Payson & Co
Maine
$670K +$23.2K +150 +4%
LIA
432
LS Investment Advisors
Michigan
$660K +$5.42K +35 +0.9%
CF
433
Copperwynd Financial
Arizona
$646K +$18.1K +117 +3%
PAM
434
Palisade Asset Management
Minnesota
$645K -$44.8K -289 -7%
AP
435
Appleton Partners
Massachusetts
$645K
FT
436
Fiduciary Trust
Massachusetts
$640K +$10.1K +65 +2%
AWA
437
Arete Wealth Advisors
Illinois
$632K +$310 +2 +0.1%
MC
438
Miles Capital
Iowa
$630K -$16K -103 -3%
Mirae Asset Global Investments
439
Mirae Asset Global Investments
South Korea
$626K -$667K -4,305 -53%
CTC
440
Central Trust Company
Missouri
$622K
AA
441
Ancora Advisors
Ohio
$620K
GG
442
Gofen & Glossberg
Illinois
$618K -$28.8K -186 -5%
Rockefeller Capital Management
443
Rockefeller Capital Management
New York
$607K -$41.2K -266 -7%
FCA
444
FinTrust Capital Advisors
South Carolina
$606K -$109K -704 -16%
PCA
445
Peddock Capital Advisors
Massachusetts
$600K -$9.14K -59 -2%
MFG
446
Menard Financial Group
Texas
$598K +$556K +3,587 New
ACM
447
Ativo Capital Management
Illinois
$597K +$556K +3,587 New
TCM
448
Teza Capital Management
Illinois
$593K +$551K +3,558 New
Lido Advisors
449
Lido Advisors
California
$584K +$38.4K +248 +8%
EH
450
Employers Holdings
Nevada
$577K

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.