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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
WIA
451
Wealthstreet Investment Advisors
Texas
$474K
GG
452
Gofen & Glossberg
Illinois
$473K
Bessemer Group
453
Bessemer Group
New Jersey
$464K -$882K -5,729 -66%
PAM
454
Private Asset Management
California
$463K
HCM
455
Howland Capital Management
Massachusetts
$462K
KAS
456
Kestra Advisory Services
Texas
$458K +$7.55K +49 New
VHAM
457
Van Hulzen Asset Management
California
$448K -$8.62K -56 -2%
LIA
458
LS Investment Advisors
Michigan
$440K -$4.62K -30 -1%
BFS
459
Bradley Foster & Sargent
Connecticut
$440K +$440K +2,855 New
CCM
460
Cadence Capital Management
Massachusetts
$437K -$1.4M -9,088 -76%
BUB
461
BBVA USA Bancshares
Texas
$427K -$12.8K -83 -3%
TRCT
462
Tower Research Capital (TRC)
New York
$427K +$98.9K +642 +30%
TCOV
463
Trust Company of Vermont
Vermont
$425K
HC
464
HNP Capital
New York
$424K
IWC
465
Integrated Wealth Concepts
Massachusetts
$423K -$13.9K -90 -3%
Dodge & Cox
466
Dodge & Cox
California
$416K
BCV
467
Banque Cantonale Vaudoise
Switzerland
$412K
IG
468
ING Group
Netherlands
$410K +$410K +2,662 New
HAG
469
HighPoint Advisor Group
Illinois
$408K -$2.93K -19 -0.8%
EI
470
Ethic Inc
New York
$407K +$65.6K +426 +19%
GF
471
Gabelli Funds
New York
$401K -$15.4K -100 -4%
CSIC
472
Clifford Swan Investment Counsel
California
$391K -$23.1K -150 -6%
VI
473
Vestcor Inc
New Brunswick, Canada
$391K -$12.8K -83 -3%
BFA
474
Brendel Financial Advisors
New Hampshire
$391K
AWA
475
Arete Wealth Advisors
Illinois
$389K -$132K -855 -26%

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.