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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
BFA
501
Brendel Financial Advisors
New Hampshire
$422K
UB
502
UMB Bank
Missouri
$420K -$465 -3 -0.1%
MPI
503
Mairs & Power Inc
Minnesota
$419K +$27.9K +180 +8%
OFS
504
OneAscent Financial Services
Alabama
$418K +$389K +2,509 New
CCG
505
Ceeto Capital Group
Florida
$417K
AWCI
506
Alpine Woods Capital Investors
New York
$416K
FQ
507
First Quadrant
California
$416K
VRM
508
Vectors Research Management
New York
$416K
SWP
509
Stratos Wealth Partners
Ohio
$415K +$8.68K +56 +2%
PPCM
510
Pillar Pacific Capital Management
California
$414K
PIM
511
Penobscot Investment Management
Massachusetts
$412K
PCM
512
Pointe Capital Management
Michigan
$410K
Fayez Sarofim & Co
513
Fayez Sarofim & Co
Texas
$410K +$15.5K +100 +4%
BBA
514
BLB&B Advisors
Pennsylvania
$405K +$1.55K +10 +0.4%
FWIA
515
Fort Washington Investment Advisors
Ohio
$402K -$3.54M -22,875 -90%
CRC
516
Curi RMB Capital
Illinois
$401K -$6.66K -43 -2%
DW
517
Domani Wealth
Pennsylvania
$400K
HCM
518
Hilton Capital Management
New York
$400K
PI
519
Pettee Investors
Connecticut
$400K
QI
520
Qtron Investments
Massachusetts
$395K -$290K -1,872 -44%
CFA
521
Carroll Financial Associates
North Carolina
$393K
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$391K +$11.9K +77 +3%
MCM
523
Manchester Capital Management
Vermont
$389K
VHAM
524
Van Hulzen Asset Management
California
$383K +$357K +2,301 New
ECM
525
Everence Capital Management
Indiana
$381K

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.