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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
PAS
551
Park Avenue Securities
New York
$331K +$12.7K +82 +4%
GT
552
Greenleaf Trust
Michigan
$327K -$8.21K -53 -3%
EMG
553
ETF Managers Group
New Jersey
$323K -$156K -1,004 -34%
BCM
554
Bayesian Capital Management
New York
$321K +$299K +1,928 New
HAG
555
HighPoint Advisor Group
Illinois
$320K -$66.3K -428 -19%
BS
556
Banco Santander
Spain
$319K -$307K -1,978 -51%
PTP
557
Platform Technology Partners
New York
$317K +$295K +1,905 New
AIA
558
Affinity Investment Advisors
California
$316K +$294K +1,898 New
FMT
559
First Mercantile Trust
Tennessee
$314K +$5.73K +37 +2%
IRF
560
IBM Retirement Fund
New York
$311K -$26.7K -172 -8%
FA
561
Fortis Advisors
Pennsylvania
$310K
CFN
562
Cordasco Financial Network
Florida
$300K
FIG
563
FundX Investment Group
California
$300K
EI
564
Ethic Inc
New York
$299K +$278K +1,794 New
FHA
565
Flagship Harbor Advisors
Massachusetts
$297K -$3.56K -23 -1%
GC
566
Gilbert & Cook
Iowa
$297K +$33K +213 +14%
PFSC
567
Peoples Financial Services Corp
Pennsylvania
$289K -$238K -1,533 -47%
LIM
568
Leavell Investment Management
Alabama
$289K -$3.72K -24 -1%
RWA
569
Ropes Wealth Advisors
Massachusetts
$289K +$27.1K +175 +11%
PA
570
Pinnacle Associates
New York
$287K -$24K -155 -8%
RT
571
Rockland Trust
Massachusetts
$286K -$18.6K -120 -7%
ECM
572
Estabrook Capital Management
New York
$283K
NIM
573
NuWave Investment Management
New Jersey
$282K +$256K +1,650 +4,024%
CS
574
Comerica Securities
Michigan
$281K -$93.1K -601 -26%
HKAM
575
Horizon Kinetics Asset Management
New York
$280K

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.