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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
GG
451
Gofen & Glossberg
Illinois
$461K -$17.4K -136 -4%
WIA
452
Wealthstreet Investment Advisors
Texas
$461K
AIA
453
Avalon Investment & Advisory
Texas
$461K +$394K +3,072 New
KRSITF
454
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$451K -$107K -832 -22%
PAM
455
Private Asset Management
California
$451K
BCM
456
Bayesian Capital Management
New York
$450K -$619K -4,828 -62%
HCM
457
Howland Capital Management
Massachusetts
$450K
Cerity Partners
458
Cerity Partners
New York
$445K +$15.1K +118 +4%
VHAM
459
Van Hulzen Asset Management
California
$444K -$52.2K -407 -12%
LIA
460
LS Investment Advisors
Michigan
$433K -$32.4K -253 -8%
IAA
461
Independent Advisor Alliance
North Carolina
$431K -$16.5K -129 -4%
IRF
462
IBM Retirement Fund
New York
$431K -$14.4K -112 -4%
BUB
463
BBVA USA Bancshares
Texas
$429K -$5.77K -45 -2%
GC
464
Globeflex Capital
California
$426K
IWC
465
Integrated Wealth Concepts
Massachusetts
$425K +$363K +2,832 New
TCOV
466
Trust Company of Vermont
Vermont
$414K -$35.9K -280 -9%
HIM
467
Hillsdale Investment Management
Ontario, Canada
$413K -$51.3K -400 -13%
LAM
468
Lingohr Asset Management
Germany
$407K -$22.7K -177 -6%
GF
469
Gabelli Funds
New York
$405K -$25.6K -200 -7%
Dodge & Cox
470
Dodge & Cox
California
$405K
CSIC
471
Clifford Swan Investment Counsel
California
$403K
BCV
472
Banque Cantonale Vaudoise
Switzerland
$401K
VI
473
Vestcor Inc
New Brunswick, Canada
$393K -$12.1K -94 -3%
KFA
474
Krane Funds Advisors
New York
$391K -$161K -1,259 -33%
CFG
475
Citizens Financial Group
Rhode Island
$388K -$23.3K -182 -7%

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.