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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
BSW
526
Buckingham Strategic Wealth
Missouri
$282K +$154 +1 +0.1%
TW
527
Transform Wealth
Colorado
$281K -$1.85K -12 -0.7%
EP
528
Eudaimonia Partners
Tennessee
$280K +$91K +591 +48%
VAS
529
Vestmark Advisory Solutions
Massachusetts
$277K -$3.08K -20 -1%
CFN
530
Cordasco Financial Network
Florida
$277K
SCA
531
Spearhead Capital Advisors
Florida
$277K +$277K +1,800 New
LOAMS
532
Lombard Odier Asset Management (Switzerland)
Switzerland
$274K +$274K +1,777 New
KWM
533
Kingsview Wealth Management
Oregon
$273K +$273K +1,774 New
SF
534
Synovus Financial
Georgia
$270K +$2K +13 +0.7%
PA
535
Profund Advisors
Maryland
$267K -$30K -195 -10%
AAM
536
Aureus Asset Management
Massachusetts
$266K -$46.2K -300 -15%
PCM
537
Perritt Capital Management
Illinois
$264K -$37K -240 -12%
MCM
538
Manchester Capital Management
Vermont
$263K -$97K -630 -27%
ECM
539
Estabrook Capital Management
New York
$262K
MAFM
540
Mid Atlantic Financial Management
Pennsylvania
$261K -$805K -5,228 -79%
CC
541
Centiva Capital
New York
$260K -$677K -4,393 -72%
AWM
542
AE Wealth Management
Kansas
$260K -$81.2K -527 -24%
HKAM
543
Horizon Kinetics Asset Management
New York
$259K
DADC
544
D.A. Davidson & Co
Montana
$259K +$19.3K +125 +8%
CDH
545
Charles D. Hyman
$258K
BBA
546
BLB&B Advisors
Pennsylvania
$253K
FC
547
FORA Capital
Florida
$250K +$250K +1,622 New
OPA
548
Old Port Advisors
Maine
$249K +$3.08K +20 +1%
FCCM
549
First City Capital Management
Georgia
$247K +$227K +1,477 New
EWM
550
Evermay Wealth Management
Virginia
$246K +$245K +1,594 New

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.