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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
RA
626
Rational Advisors
New York
$85K +$71.9K +561 New
RWA
627
Ropes Wealth Advisors
Massachusetts
$84K
PFBT
628
Parkside Financial Bank & Trust
Missouri
$81K +$15.4K +120 +29%
TSW
629
Thompson Siegel & Walmsley
Virginia
$80K +$38.5K +300 +127%
APA
630
American Portfolios Advisors
New York
$78.7K -$17.1K -133 -20%
EW
631
Evoke Wealth
California
$75K +$50.6K +395 +383%
CIA
632
CSat Investment Advisory
Michigan
$70K -$5.51K -43 -8%
SIAS
633
Shine Investment Advisory Services
Colorado
$70K
HWA
634
HHM Wealth Advisors
Tennessee
$63K
M
635
MOTCO
Texas
$61K
BWM
636
BerganKDV Wealth Management
Minnesota
$59K
PMFA
637
Plante Moran Financial Advisors
Michigan
$59K +$3.08K +24 +7%
BCA
638
Berman Capital Advisors
Georgia
$59K +$15.1K +118 +42%
BWA
639
Burt Wealth Advisors
Maryland
$58K
C
640
Cerebellum
California
$58K +$44.2K +345 New
O
641
Ossiam
France
$57K +$48.6K +379 New
EFSCE
642
Enterprise Financial Services Corp (EFSC)
Missouri
$56K -$2.95K -23 -6%
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.5K
IA
644
IndexIQ Advisors
New York
$54K +$40.9K +319 +725%
TWA
645
TCI Wealth Advisors
Arizona
$50K -$12.4K -97 -23%
TL
646
TrueWealth LLC
Georgia
$50K
ZB
647
Zions Bancorporation
Utah
$49K +$1.92K +15 +5%
OIA
648
Optimum Investment Advisors
Illinois
$48K +$9.49K +74 +30%
AWM
649
Apollon Wealth Management
South Carolina
$48K +$41.3K +322 New
PCG
650
Private Capital Group
Connecticut
$45K -$31.5K -246 -45%

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.