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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
FIM
501
Freedom Investment Management
Connecticut
$336K -$5.39K -35 -2%
BFM
502
Boston Financial Management
Massachusetts
$328K
CFG
503
Citizens Financial Group
Rhode Island
$327K -$70.8K -460 -18%
BRWA
504
B. Riley Wealth Advisors
Florida
$324K +$326K +2,120 New
SWP
505
Stratos Wealth Partners
Ohio
$322K -$1.39K -9 -0.4%
FMTC
506
Farmers & Merchants Trust Company
California
$322K
CT
507
Caldwell Trust
Florida
$320K -$300K -1,948 -48%
AA
508
Ancora Advisors
Ohio
$316K
FBA
509
Front Barnett Associates
Illinois
$314K
BBNA
510
Bremer Bank National Association
Minnesota
$312K -$44.8K -291 -13%
ASA
511
Armstrong Shaw Associates
Connecticut
$311K
CI
512
Conning Inc
Connecticut
$307K
FWIA
513
Fort Washington Investment Advisors
Ohio
$305K +$1.54K +10 +0.5%
FQ
514
First Quadrant
California
$304K
FPCP
515
Fort Point Capital Partners
California
$304K
1W
516
1776 Wealth
Georgia
$302K +$4.62K +30 +2%
HSA
517
HBK Sorce Advisory
Pennsylvania
$296K +$17.1K +111 +6%
VVP
518
Venture Visionary Partners
Ohio
$294K +$280K +1,817 New
AWCI
519
Alpine Woods Capital Investors
New York
$293K -$92.4K -600 -24%
ABTD
520
Arvest Bank Trust Division
Oklahoma
$292K +$62.4K +405 +27%
OIA
521
OneDigital Investment Advisors
Kansas
$292K +$65.1K +423 +29%
BP
522
Ballentine Partners
Massachusetts
$292K +$293K +1,902 New
LSAG
523
Lake Street Advisors Group
New Hampshire
$288K -$33.1K -215 -10%
AIP
524
Ameritas Investment Partners
Nebraska
$284K -$20K -130 -7%
CWM
525
Chesapeake Wealth Management
Virginia
$282K -$1.54K -10 -0.5%

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.