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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
FWM
601
Focused Wealth Management
New York
$158K -$3.85K -25 -2%
FA
602
Fortis Advisors
Pennsylvania
$154K -$132K -860 -46%
LC
603
Lindbrook Capital
California
$154K +$6.78K +44 +5%
PFSC
604
Peoples Financial Services Corp
Pennsylvania
$153K
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$144K
WTC
606
WhitTier Trust Company
Nevada
$141K
FBT
607
First Bank & Trust
South Dakota
$141K +$7.55K +49 +6%
IA
608
IndexIQ Advisors
New York
$140K +$84.1K +546 +150%
CA
609
Clearstead Advisors
Ohio
$139K
S
610
Seeyond
France
$139K +$2.77K +18 +2%
TFS
611
TrustCore Financial Services
Tennessee
$136K
SBSB
612
Sullivan, Bruyette, Speros & Blaney
Virginia
$133K
LPIC
613
LeJeune Puetz Investment Counsel
Michigan
$131K
PGAM
614
Princeton Global Asset Management
New Jersey
$129K
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$21.4K +139 +20%
EI
616
Ellevest Inc
New York
$127K +$11.6K +75 +10%
CAL
617
Capital Analysts LLC
Pennsylvania
$121K
IAS
618
IMA Advisory Services
Colorado
$121K
GRP
619
Global Retirement Partners
California
$121K +$1.69K +11 +1%
HBT
620
Hills Bank & Trust
Iowa
$117K -$3.54K -23 -3%
BAM
621
Barrett Asset Management
New York
$113K
WB
622
Webster Bank
Connecticut
$113K
GWM
623
Geneos Wealth Management
Colorado
$112K
VFA
624
Valeo Financial Advisors
Indiana
$111K -$1.85K -12 -2%
M
625
Mirova
France
$106K +$106K +686 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.