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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
SC
526
Scotia Capital
Ontario, Canada
$379K -$546K -3,524 -61%
AAM
527
Aureus Asset Management
Massachusetts
$375K
CWM
528
Chesapeake Wealth Management
Virginia
$373K -$6.66K -43 -2%
CIBC World Market
529
CIBC World Market
Ontario, Canada
$372K -$432K -2,789 -56%
TC
530
Telemus Capital
Michigan
$369K -$5.73K -37 -2%
PCM
531
Perritt Capital Management
Illinois
$368K
EMG
532
Ellington Management Group
Connecticut
$366K -$139K -900 -29%
KFP
533
KMG Fiduciary Partners
Ohio
$366K -$133K -860 -28%
VI
534
Vestcor Inc
New Brunswick, Canada
$366K +$340K +2,197 New
FBA
535
Front Barnett Associates
Illinois
$365K
PCMC
536
Paragon Capital Management (Colorado)
Colorado
$364K -$33.3K -215 -9%
WIA
537
Wealthstreet Investment Advisors
Texas
$362K
BSW
538
Buckingham Strategic Wealth
Missouri
$361K +$115K +743 +52%
IA
539
IFP Advisors
Florida
$356K -$775 -5 -0.2%
CI
540
Conning Inc
Connecticut
$352K -$65.1K -420 -17%
AIP
541
Ameritas Investment Partners
Nebraska
$352K -$13.9K -90 -4%
AssetMark Inc
542
AssetMark Inc
California
$350K +$155 +1 +0%
FMTC
543
Farmers & Merchants Trust Company
California
$348K
PWPS
544
Pinnacle Wealth Planning Services
Ohio
$347K -$2.17K -14 -0.7%
AT
545
Arden Trust
Delaware
$345K -$7.9K -51 -2%
CAAS
546
Capital Asset Advisory Services
Michigan
$337K +$294K +1,895 New
SP
547
Symmetry Partners
Connecticut
$336K -$80.3K -518 -20%
ASA
548
Armstrong Shaw Associates
Connecticut
$336K
MWA
549
Meridian Wealth Advisors
Texas
$333K +$2.17K +14 +0.7%
FPCP
550
Fort Point Capital Partners
California
$331K

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.