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Ameriprise Financial

851 hedge funds and large institutions have $18.9B invested in Ameriprise Financial in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 233 increasing their positions, 317 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $15.3B → $18.9B (+$3.62B)

11% more funds holding

Funds holding: 770851 (+81)

8% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $28.2M

0.85% less ownership

Funds ownership: 82.85%82% (-0.85%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 317

Holders
851
Holders Change
+81
Holders Change %
+10.52%
% of All Funds
15.06%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
142
Increased
233
Reduced
317
Closed
51
Calls
$30.4M
Puts
$28.2M
Net Calls
+$2.2M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
501
Tuttle Capital Management
Connecticut
$526K +$485K +2,708 New
LIA
502
LS Investment Advisors
Michigan
$524K -$28.8K -161 -6%
O
503
Ossiam
France
$518K +$258K +1,441 +118%
QCG
504
Quadrant Capital Group
Ohio
$510K +$205K +1,144 +77%
HAG
505
HighPoint Advisor Group
Illinois
$509K +$1.25K +7 +0.3%
AA
506
AQR Arbitrage
Connecticut
$506K +$472K +2,635 New
GF
507
Gabelli Funds
New York
$505K
CSIC
508
Clifford Swan Investment Counsel
California
$493K
IWC
509
Integrated Wealth Concepts
Massachusetts
$492K -$37.6K -210 -8%
BFA
510
Brendel Financial Advisors
New Hampshire
$492K
CC
511
Centiva Capital
New York
$489K +$148K +828 +49%
HC
512
HNP Capital
New York
$486K
VRM
513
Vectors Research Management
New York
$486K
LIM
514
Longfellow Investment Management
Massachusetts
$477K +$439K +2,451 New
RA
515
RFG Advisory
Alabama
$473K -$14.1K -79 -3%
Fayez Sarofim & Co
516
Fayez Sarofim & Co
Texas
$473K -$3.58K -20 -0.8%
AP
517
Appleton Partners
Massachusetts
$469K -$237K -1,325 -35%
CCG
518
Ceeto Capital Group
Florida
$467K -$17.9K -100 -4%
DW
519
Domani Wealth
Pennsylvania
$466K
PI
520
Pettee Investors
Connecticut
$466K
RWA
521
Ropes Wealth Advisors
Massachusetts
$466K +$330K +1,841 +331%
CFA
522
Carroll Financial Associates
North Carolina
$459K -$179 -1 -0%
MPI
523
Mairs & Power Inc
Minnesota
$459K
PIM
524
Penobscot Investment Management
Massachusetts
$458K
FLPIM
525
F.L. Putnam Investment Management
Massachusetts
$453K +$2.69K +15 +0.6%

AMP Hedge Fund Activity: Q4 2020 in Review

851 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2020, worth a combined $18.9B — up 24% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AMP positions and 51 closed out — a net gain of 91 holders — while 233 added to existing stakes and 317 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $81.2M. The largest seller was American Century Companies, cutting an estimated $118M.

  • 851 institutional investors held Ameriprise Financial (AMP) as of Q4 2020, up from 770 in Q3 2020.
  • Funds reported $18.9B of Ameriprise Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 142 funds opened new Ameriprise Financial positions in Q4 2020 and 51 closed out, a net change of +91 holders.
  • The largest Ameriprise Financial buyer in Q4 2020 was Bank of New York Mellon, an estimated $81.2M added.
  • The largest Ameriprise Financial seller in Q4 2020 was American Century Companies, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2020.