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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
RG
576
Renaissance Group
Kentucky
$337K +$66.8K +373 +27%
AAM
577
Aureus Asset Management
Massachusetts
$336K
AIP
578
Ameritas Investment Partners
Nebraska
$334K -$22K -123 -7%
MCM
579
Manchester Capital Management
Vermont
$332K
ECM
580
Estabrook Capital Management
New York
$330K
VI
581
Versor Investments
New York
$329K -$753K -4,206 -71%
DADC
582
D.A. Davidson & Co
Montana
$328K +$537 +3 +0.2%
IA
583
IndexIQ Advisors
New York
$326K +$138K +770 +85%
GIA
584
Gateway Investment Advisers
Ohio
$323K +$298K +1,664 New
COCM
585
Charter Oak Capital Management
New Hampshire
$321K +$296K +1,654 New
VAS
586
Vestmark Advisory Solutions
Massachusetts
$320K -$26.3K -147 -8%
CWM
587
Chesapeake Wealth Management
Virginia
$318K -$34.9K -195 -11%
EWM
588
Evermay Wealth Management
Virginia
$315K +$4.83K +27 +2%
KFP
589
KMG Fiduciary Partners
Ohio
$307K +$22K +123 +8%
CAN
590
Cetera Advisor Networks
California
$306K -$716 -4 -0.3%
SICM
591
Sustainable Insight Capital Management
New York
$303K +$279K +1,558 New
KPWS
592
Kestra Private Wealth Services
Texas
$302K +$282K +1,576 New
GBT
593
Grove Bank & Trust
Florida
$294K
PCG
594
Private Capital Group
Connecticut
$292K -$8.59K -48 -3%
PFPT
595
Pinnacle Financial Partners (Tennessee)
Tennessee
$292K
GT
596
Greenleaf Trust
Michigan
$292K +$12.7K +71 +5%
EGA
597
Eagle Global Advisors
Texas
$288K -$14.3K -80 -5%
PCM
598
Perritt Capital Management
Illinois
$287K -$42.1K -235 -14%
OPA
599
Old Port Advisors
Maine
$286K -$16.8K -94 -6%
CT
600
Cambridge Trust
Massachusetts
$286K

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.