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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
Bank of America
26
Bank of America
North Carolina
$136M +$4.08M +26,512 +3%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$133M -$5.97M -38,780 -4%
Morgan Stanley
28
Morgan Stanley
New York
$130M +$14.8M +96,276 +13%
Invesco
29
Invesco
Georgia
$121M -$3.09M -20,063 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$119M -$7.57M -49,165 -6%
Man Group
31
Man Group
United Kingdom
$116M -$20M -130,039 -15%
AQR Capital Management
32
AQR Capital Management
Connecticut
$104M -$51.3M -332,878 -33%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$102M -$8.92M -57,896 -8%
N
34
Nuveen
North Carolina
$90.3M -$12.8M -83,264 -12%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$86.9M -$2.12M -13,746 -2%
SAM
36
Silvercrest Asset Management
New York
$83M +$339K +2,200 +0.4%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$79.1M -$9.81M -63,702 -11%
Goldman Sachs
38
Goldman Sachs
New York
$70.8M -$26.7M -173,413 -27%
PAM
39
Panagora Asset Management
Massachusetts
$65.2M -$1.29M -8,380 -2%
Wells Fargo
40
Wells Fargo
California
$57M -$14.2M -92,248 -20%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$55.6M -$16.2M -104,933 -23%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$55M +$13.7M +89,111 +33%
AllianceBernstein
43
AllianceBernstein
Tennessee
$54.3M +$4.79M +31,093 +10%
Axa
44
Axa
France
$54M +$508K +3,300 +1%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$52.1M +$7.44M +48,317 +17%
TRSOTSOK
46
Teachers Retirement System of the State of Kentucky
Kentucky
$52M -$8.52M -55,338 -14%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$45.2M +$6.27M +40,692 +16%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$44.7M +$705K +4,577 +2%
Principal Financial Group
49
Principal Financial Group
Iowa
$43.5M -$8.52M -55,355 -16%
TAM
50
Todd Asset Management
Kentucky
$43.5M -$2.08M -13,495 -5%

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.