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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
PA
601
Profund Advisors
Maryland
$283K -$48.9K -273 -16%
CBA
602
Coastal Bridge Advisors
Connecticut
$282K -$3.58K -20 -1%
AC
603
Allstate Corporation
Illinois
$281K
DT
604
Diversified Trust
Tennessee
$281K +$259K +1,447 New
JWCA
605
J.W. Coons Advisors
Ohio
$280K -$24.2K -135 -9%
HW
606
Hancock Whitney
Mississippi
$279K -$1.07K -6 -0.4%
BBA
607
BLB&B Advisors
Pennsylvania
$275K -$40.8K -228 -14%
FHA
608
Flagship Harbor Advisors
Massachusetts
$274K -$18.3K -102 -7%
AssetMark Inc
609
AssetMark Inc
California
$272K -$5.91K -33 -2%
TIM
610
Thompson Investment Management
Wisconsin
$272K
WSCM
611
Wellington Shields Capital Management
New York
$272K
BPCE
612
Bank Pictet & Cie (Europe)
Germany
$266K
LWM
613
Lyell Wealth Management
California
$266K +$716 +4 +0.3%
RWP
614
RWA Wealth Partners
Massachusetts
$265K +$1.07K +6 +0.4%
WWS
615
Wellington Wealth Strategies
Indiana
$262K +$124K +690 New
SWP
616
Stratos Wealth Partners
Ohio
$262K -$133K -743 -36%
MAM
617
McLean Asset Management
Virginia
$262K +$242K +1,350 New
BRWA
618
B. Riley Wealth Advisors
Florida
$261K -$139K -775 -37%
TA
619
Tiedemann Advisors
New York
$261K +$1.07K +6 +0.4%
WAM
620
Wakefield Asset Management
Colorado
$260K -$30.6K -171 -11%
FMLI
621
Fukoku Mutual Life Insurance
Japan
$260K
VPIM
622
Vanguard Personalized Indexing Management
California
$260K +$240K +1,340 New
HH
623
Hilltop Holdings
Texas
$251K +$230K +1,286 New
S
624
SignatureFD
Georgia
$250K +$12K +67 +6%
EWA
625
EP Wealth Advisors
California
$250K +$230K +1,287 New

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.