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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
LSAG
551
Lake Street Advisors Group
New Hampshire
$365K +$1.43K +8 +0.4%
MAFM
552
Mid Atlantic Financial Management
Pennsylvania
$365K +$80.9K +452 +32%
OIA
553
OneDigital Investment Advisors
Kansas
$364K -$4.65K -26 -1%
WA
554
WESPAC Advisors
California
$364K +$335K +1,871 New
VHAM
555
Van Hulzen Asset Management
California
$363K -$186K -1,038 -36%
BC
556
Bridgefront Capital
Texas
$362K +$333K +1,863 New
FAIM
557
Financial Advocates Investment Management
Washington
$358K +$45.1K +252 +16%
IA
558
Insight Advisors
Pennsylvania
$356K +$328K +1,834 New
Dodge & Cox
559
Dodge & Cox
California
$355K -$157K -875 -32%
HSA
560
HBK Sorce Advisory
Pennsylvania
$355K -$17K -95 -5%
TW
561
Transform Wealth
Colorado
$354K +$358 +2 +0.1%
CAM
562
Cresset Asset Management
Illinois
$354K +$45.5K +254 +16%
EP
563
Eudaimonia Partners
Tennessee
$352K -$716 -4 -0.2%
CFN
564
Cordasco Financial Network
Florida
$350K
Point72 Asset Management
565
Point72 Asset Management
Connecticut
$350K +$322K +1,800 New
AWM
566
Accel Wealth Management
Iowa
$350K +$323K +1,802 New
KFA
567
Krane Funds Advisors
New York
$349K -$120K -671 -27%
CFG
568
Citizens Financial Group
Rhode Island
$349K -$59.1K -330 -16%
PCM
569
Pointe Capital Management
Michigan
$347K -$121K -675 -27%
Cetera Investment Advisers
570
Cetera Investment Advisers
Illinois
$347K +$320K +1,787 New
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$346K +$254K +1,418 +391%
SF
572
Synovus Financial
Georgia
$345K +$3.22K +18 +1%
Wolverine Trading
573
Wolverine Trading
Illinois
$343K -$324K -1,812 -50%
WANY
574
Wealthspire Advisors (New York)
New York
$342K +$315K +1,762 New
ATC
575
Argent Trust Co
Tennessee
$337K +$45.8K +256 +17%

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.