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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
CC
576
Courier Capital
New York
$219K +$199K +1,291 New
TIM
577
Thompson Investment Management
Wisconsin
$216K
WSCM
578
Wellington Shields Capital Management
New York
$216K
PA
579
Parallel Advisors
California
$214K -$924 -6 -0.4%
VCM
580
Virtue Capital Management
Tennessee
$211K -$149K -970 -41%
BPCE
581
Bank Pictet & Cie (Europe)
Germany
$211K
LWM
582
Lyell Wealth Management
California
$210K
CG
583
Colony Group
Massachusetts
$210K +$210K +1,364 New
RG
584
Renaissance Group
Kentucky
$209K -$2.46K -16 -1%
RWP
585
RWA Wealth Partners
Massachusetts
$209K +$209K +1,356 New
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$208K -$37.9K -246 -15%
FMLI
587
Fukoku Mutual Life Insurance
Japan
$207K
TA
588
Tiedemann Advisors
New York
$207K
RWM
589
Ritholtz Wealth Management
New York
$205K +$205K +1,328 New
TCPWM
590
Traverso Chambers Private Wealth Management
California
$202K +$202K +1,311 New
EWM
591
Evercore Wealth Management
New York
$201K +$202K +1,310 New
GC
592
Globeflex Capital
California
$196K -$241K -1,565 -55%
GAM
593
Guinness Asset Management
United Kingdom
$193K -$15.4K -100 -7%
JC
594
JBF Capital
Colorado
$193K +$193K +1,250 New
IA
595
IFP Advisors
Florida
$189K +$35.9K +233 +23%
O
596
Ossiam
France
$189K +$130K +846 +223%
S
597
SignatureFD
Georgia
$188K +$6.01K +39 +3%
KCM
598
Kathmere Capital Management
Pennsylvania
$185K -$129K -837 -41%
WT
599
Whittier Trust
California
$171K
PFS
600
Prospera Financial Services
Texas
$164K +$172K +1,114 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.