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Ameriprise Financial

755 hedge funds and large institutions have $15.4B invested in Ameriprise Financial in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 202 increasing their positions, 295 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 28 (+6)

92% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 63

44% more capital invested

Capital invested by funds: $10.7B → $15.4B (+$4.73B)

7% more funds holding

Funds holding: 705755 (+50)

0.6% less ownership

Funds ownership: 84.82%84.22% (-0.6%)

32% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 295

42% less call options, than puts

Call options by funds: $39.6M | Put options by funds: $68M

Holders
755
Holders Change
+50
Holders Change %
+7.09%
% of All Funds
15.48%
Holding in Top 10
8
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
121
Increased
202
Reduced
295
Closed
63
Calls
$39.6M
Puts
$68M
Net Calls
-$28.3M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
601
Sullivan, Bruyette, Speros & Blaney
Virginia
$129K +$111K +862 New
LPIC
602
LeJeune Puetz Investment Counsel
Michigan
$128K +$109K +850 New
PGAM
603
Princeton Global Asset Management
New Jersey
$126K
TPCW
604
TD Private Client Wealth
New York
$121K +$8.46K +66 +9%
KPW
605
Kore Private Wealth
New York
$119K +$18.7K +146 +23%
IAS
606
IMA Advisory Services
Colorado
$118K
CAL
607
Capital Analysts LLC
Pennsylvania
$117K -$8.08K -63 -7%
HBT
608
Hills Bank & Trust
Iowa
$117K +$100K +783 New
GRP
609
Global Retirement Partners
California
$116K +$8.72K +68 +10%
Parallax Volatility Advisers
610
Parallax Volatility Advisers
California
$113K -$663K -5,175 -87%
EI
611
Ellevest Inc
New York
$113K +$40.5K +316 +73%
GWM
612
Geneos Wealth Management
Colorado
$112K +$30.8K +240 +46%
WB
613
Webster Bank
Connecticut
$110K -$3.97K -31 -4%
VFA
614
Valeo Financial Advisors
Indiana
$110K +$1.67K +13 +2%
BAM
615
Barrett Asset Management
New York
$110K +$11.5K +90 +14%
CCM
616
Covington Capital Management
California
$107K -$11.8K -92 -11%
ClearBridge Investments
617
ClearBridge Investments
New York
$106K -$32.8K -256 -27%
RMC
618
Resources Management Corp
Connecticut
$106K
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$104K
ACM
620
AUA Capital Management
Pennsylvania
$101K
Loomis, Sayles & Company
621
Loomis, Sayles & Company
Massachusetts
$101K +$70.3K +548 +438%
OPS
622
Orion Portfolio Solutions
Nebraska
$98K +$2.69K +21 +3%
DWA
623
Dougherty Wealth Advisers
Minnesota
$90K
WB
624
West Bancorporation
Iowa
$90K
TAIM
625
TD Ameritrade Investment Management
Nebraska
$85K -$5.38K -42 -7%

AMP Hedge Fund Activity: Q2 2020 in Review

755 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2020, worth a combined $15.4B — up 44% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new AMP positions and 63 closed out — a net gain of 58 holders — while 202 added to existing stakes and 295 trimmed.

The largest buyer was Vanguard Group, adding an estimated $290M. The largest seller was BlackRock, cutting an estimated $100M.

  • 755 institutional investors held Ameriprise Financial (AMP) as of Q2 2020, up from 705 in Q1 2020.
  • Funds reported $15.4B of Ameriprise Financial stock for Q2 2020, up 44% quarter-over-quarter.
  • 121 funds opened new Ameriprise Financial positions in Q2 2020 and 63 closed out, a net change of +58 holders.
  • The largest Ameriprise Financial buyer in Q2 2020 was Vanguard Group, an estimated $290M added.
  • The largest Ameriprise Financial seller in Q2 2020 was BlackRock, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2020.