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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
CG
576
Colony Group
Massachusetts
$280K +$260K +1,681 New
CDH
577
Charles D. Hyman
$279K +$7.44K +48 +3%
IC
578
IEQ Capital
California
$278K +$258K +1,663 New
HSA
579
HBK Sorce Advisory
Pennsylvania
$271K +$7.28K +47 +3%
GBT
580
Grove Bank & Trust
Florida
$268K
SI
581
Stephens Inc
Arkansas
$267K -$17.8K -115 -7%
EWA
582
EP Wealth Advisors
California
$267K +$13.5K +87 +6%
CAM
583
Cresset Asset Management
Illinois
$267K +$248K +1,602 New
LOAME
584
Lombard Odier Asset Management (Europe)
United Kingdom
$264K
LSAG
585
Lake Street Advisors Group
New Hampshire
$264K +$16.7K +108 +7%
DADC
586
D.A. Davidson & Co
Montana
$263K +$244K +1,577 New
HI
587
Horizon Investments
North Carolina
$261K +$243K +1,568 New
RIM
588
Rampart Investment Management
Connecticut
$259K +$3.56K +23 +2%
VWM
589
Valley Wealth Managers
New Jersey
$253K -$166K -1,070 -41%
SICM
590
Sustainable Insight Capital Management
New York
$252K
TF
591
Tompkins Financial
New York
$248K -$20.9K -135 -8%
TH
592
TCTC Holdings
Texas
$247K
JT
593
Jump Trading
Illinois
$247K +$230K +1,483 New
WAM
594
Weiss Asset Management
Massachusetts
$246K -$69.6K -449 -23%
GIA
595
Gateway Investment Advisers
Ohio
$244K -$40.6K -262 -15%
CBA
596
Coastal Bridge Advisors
Connecticut
$243K +$620 +4 +0.3%
CAN
597
Cetera Advisor Networks
California
$241K +$225K +1,449 New
CCM
598
Coldstream Capital Management
Washington
$239K +$222K +1,435 New
FAIM
599
Financial Advocates Investment Management
Washington
$237K +$220K +1,421 New
FPCG
600
Fort Pitt Capital Group
Pennsylvania
$235K -$110K -710 -33%

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.