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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
I
501
INVST
Indiana
$341K +$299K +2,335 New
AWM
502
AE Wealth Management
Kansas
$333K +$284K +2,217 New
FIM
503
Freedom Investment Management
Connecticut
$332K -$58.2K -454 -17%
EI
504
Ethic Inc
New York
$332K +$33.3K +260 +13%
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$324K -$25.1K -196 -8%
ECM
506
Everence Capital Management
Indiana
$321K
TRCT
507
Tower Research Capital (TRC)
New York
$320K -$17.8K -139 -6%
BFM
508
Boston Financial Management
Massachusetts
$319K
SWP
509
Stratos Wealth Partners
Ohio
$315K +$3.21K +25 +1%
FMTC
510
Farmers & Merchants Trust Company
California
$314K
LSAG
511
Lake Street Advisors Group
New Hampshire
$313K +$267K +2,085 New
RA
512
RFG Advisory
Alabama
$311K +$266K +2,076 New
AGM
513
Alpine Global Management
New York
$309K +$264K +2,057 New
AA
514
Ancora Advisors
Ohio
$307K -$189K -1,476 -42%
FBA
515
Front Barnett Associates
Illinois
$306K
KCM
516
Kathmere Capital Management
Pennsylvania
$305K +$261K +2,036 New
AAM
517
Aureus Asset Management
Massachusetts
$304K -$28.8K -225 -10%
3C
518
361 Capital
Colorado
$304K +$260K +2,029 New
ASA
519
Armstrong Shaw Associates
Connecticut
$303K
AIA
520
Affinity Investment Advisors
California
$301K +$257K +2,005 New
CI
521
Conning Inc
Connecticut
$299K -$14.6K -114 -5%
FQ
522
First Quadrant
California
$296K -$67.6K -527 -21%
AIP
523
Ameritas Investment Partners
Nebraska
$296K -$18.5K -144 -7%
FPCP
524
Fort Point Capital Partners
California
$296K
FWIA
525
Fort Washington Investment Advisors
Ohio
$295K -$58K -452 -19%

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.