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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
TIM
601
Thompson Investment Management
Wisconsin
$234K
SS
602
Sunbelt Securities
Texas
$234K +$217K +1,403 New
WSCM
603
Wellington Shields Capital Management
New York
$233K
11A
604
10-15 Associates
New York
$233K +$217K +1,400 New
RG
605
Renaissance Group
Kentucky
$229K +$213K +1,372 New
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$228K -$18.9K -122 -8%
EWM
607
Evercore Wealth Management
New York
$227K -$3.41K -22 -2%
LWM
608
Lyell Wealth Management
California
$227K
OPA
609
Old Port Advisors
Maine
$226K +$209K +1,349 New
CC
610
ClearArc Capital
Ohio
$225K -$93.6K -604 -31%
GAM
611
Guinness Asset Management
United Kingdom
$225K -$31K -200 -13%
FMLI
612
Fukoku Mutual Life Insurance
Japan
$223K +$31K +200 +18%
CC
613
Courier Capital
New York
$223K +$205K +1,322 New
PWMAG
614
Pinnacle Wealth Management Advisory Group
New Jersey
$221K -$30.2K -195 -13%
HW
615
Hancock Whitney
Mississippi
$221K -$16.9K -109 -8%
CT
616
Cambridge Trust
Massachusetts
$220K +$204K +1,319 New
Verition Fund Management
617
Verition Fund Management
Connecticut
$220K +$205K +1,322 New
EGA
618
Eagle Global Advisors
Texas
$219K -$40.3K -260 -17%
1W
619
1776 Wealth
Georgia
$218K +$192K +1,238 New
TCPWM
620
Traverso Chambers Private Wealth Management
California
$218K +$203K +1,311 New
S
621
SignatureFD
Georgia
$217K +$3.72K +24 +2%
SCP
622
Shorepoint Capital Partners
Massachusetts
$215K -$14.4K -93 -7%
JA
623
JOYN Advisors
Georgia
$215K +$200K +1,291 New
PFS
624
Prospera Financial Services
Texas
$210K +$195K +1,261 New
OR
625
Olympiad Research
Connecticut
$208K +$193K +1,246 New

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.